7 Commits
Author SHA1 Message Date
dennisthiessen bb8aa655a1 research: clean up closed Tier-1 scaffolding from branch
Drop intermediate history-depth reports, sector-residual runners/map/code hooks
(evidence stays in final reports + docs), and slim MacBook helper to ssl/earnings/
prod-book-matrix only. SSL bootstrap and archived research conclusions retained.
2026-07-19 14:41:52 +02:00
dennisthiessen 9717d8176b research: archive Task 1 sector residual as CLOSED/REJECTED
Deep masked retest failed the iron IC bar (0.027 < 0.03). Log as rejected #13 in
research README; close sector-residual and history-depth docs. Production market
residual unchanged.
2026-07-19 11:45:15 +02:00
Dennis Thiessen 01007fb6dd tests done 2026-07-19 11:39:43 +02:00
dennisthiessen 64761f38ba research: interpret history-depth MacBook harness (PARK sector residual wire-in)
Authoritative report history-depth-20260719-103315: race guard pass on deep
research.sqlite. Sector residual still short-window only (no pre-2021); fip sign
flips on broad deep sample; no production retune.
2026-07-19 10:42:01 +02:00
Dennis Thiessen f6e0ca734f tests done 2026-07-19 10:40:19 +02:00
dennisthiessen 32bf9c9297 research: bundle MacBook tier-1 pipeline into one bash script
scripts/run_tier1_macbook.sh wraps earnings resume, coverage probe, deep
snapshot rebuild, sector ETF refresh, and history-depth harness with phase flags.
2026-07-19 09:34:49 +02:00
dennisthiessen fa25b6ee68 research: sector residual, earnings gap/SUE, history-depth scaffolding
Tier-1 alpha research (local only, no production deploy):

Sector residual momentum: two-factor SPY+sector residual and sector demean signals, IC harness + A/B. Sector resid clears pre-registered bars narrowly (PROMOTE for human wire design only). Sector demean fails t vs market resid.

Earnings: earnings_events backfill (FMP bulk paid; FMP/AV per-symbol), 2a gap diagnostic report-only, 2b SUE IC (PARK; incomplete 48/506 coverage).

History-depth: pre-registered doc + runner for MacBook deep rebuild/harness.

Do not ship production residual or filters from this branch.
2026-07-19 09:33:34 +02:00