feat: market regime, self-learning journal, AI investment committee

- regime.py: computed SPY/VIX/sector-momentum snapshot injected into every kickoff
- journal.py: each agent sees its own past picks marked-to-market (learns from wins/losses)
- committee.py: Chief-Risk-Officer LLM pass over the whole book — approve/reduce/veto
  per pick with reasons; memo lands in reports; executor enforces verdicts at open

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016DvdRZkyCy9NJpHYDdPqmS

orchestration/run_nightly.py

@@ -30,8 +30,11 @@ from orchestration.budget import (  # noqa: E402
     next_deadline,
     next_market_trade_date,
 )
+from orchestration import committee as committee_mod  # noqa: E402
 from orchestration.checkpoint import Checkpointer  # noqa: E402
+from orchestration.regime import market_regime  # noqa: E402
 from reporting import report_writer  # noqa: E402
+from reporting.journal import lessons_for  # noqa: E402
 
 
 def main(compressed: bool = False) -> int:
@@ -73,7 +76,13 @@ def main(compressed: bool = False) -> int:
     min_steps = 4 if compressed else s.per_agent_min_steps
     min_seconds = 60 if compressed else s.per_agent_min_minutes * 60
 
+    # shared ground truth for all agents tonight (computed, deterministic)
+    regime = market_regime()
+    if regime:
+        logger.info("regime: {}", regime[:140])
+
     outputs = []
+    records: dict[str, str] = {}
     for i, persona in enumerate(PERSONAS):
         now = time.time()
         if now >= hard_stop:
@@ -85,9 +94,12 @@ def main(compressed: bool = False) -> int:
         if not server.server_up():  # recover if a prior agent left oMLX unresponsive
             logger.warning("oMLX unreachable before {}; recovering...", persona.id)
             server.ensure_ready(warm=False)
+        lessons = lessons_for(persona.id)  # self-learning: past picks marked to market
+        records[persona.id] = lessons
+        blurb = "\n\n".join(x for x in (regime, lessons) if x)
         out = run_agent(persona, deadline_ts=deadline, step_budget=step_budget,
                         min_steps=min_steps, min_seconds=min_seconds,
-                        checkpointer=cp, model_name=model_name)
+                        context_blurb=blurb, checkpointer=cp, model_name=model_name)
         cp.write(out)
         outputs.append(out)
         manifest.agents.append(persona.id)
@@ -96,6 +108,12 @@ def main(compressed: bool = False) -> int:
         except Exception as e:
             logger.warning("agent report failed for {}: {}", persona.id, e)
 
+    # Investment Committee: risk-officer pass over the whole book (verdicts enforce at open)
+    try:
+        committee_mod.run_committee(outputs, trade_date, regime, records)
+    except Exception as e:
+        logger.warning("committee failed (fail-open): {}", e)
+
     # combined daily report (execution results appended in the morning by run_market_open)
     try:
         daily = report_writer.write_daily_report(trade_date, outputs)