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

execution/run_market_open.py

@@ -24,6 +24,7 @@ from execution import broker as broker_mod  # noqa: E402
 from execution import reconcile as reconcile_mod  # noqa: E402
 from execution.guardrails import plan_orders  # noqa: E402
 from orchestration.budget import next_market_trade_date  # noqa: E402
+from orchestration.committee import load_verdicts  # noqa: E402
 from reporting import email_report, report_writer  # noqa: E402
 from state import db  # noqa: E402
 from tools.market_data import latest_price  # noqa: E402
@@ -69,6 +70,22 @@ def main(force: bool = False, date: str | None = None) -> int:
     if not outputs:
         logger.warning("no agent outputs to act on.")
         return 0
+
+    # enforce Investment Committee verdicts: veto = drop, reduce = halve size
+    verdicts = load_verdicts(trade_date)
+    if verdicts:
+        for o in outputs:
+            kept = []
+            for p in o.picks:
+                v = verdicts.get((o.persona_id, p.ticker))
+                if v and v["verdict"] == "veto":
+                    logger.info("committee VETO {} {} — {}", o.persona_id, p.ticker, v["reason"])
+                    continue
+                if v and v["verdict"] == "reduce":
+                    p.requested_weight_pct = round(p.requested_weight_pct / 2, 4)
+                    logger.info("committee REDUCE {} {} — {}", o.persona_id, p.ticker, v["reason"])
+                kept.append(p)
+            o.picks = kept
     by_persona = {o.persona_id: o for o in outputs}
 
     # 3. fresh prices — equity by ticker, options by contract premium (per share)