16 hit / 18 miss / 15 flat
Direction-adjusted average excess -0.5%; hit/miss-only payoff ratio 1.01×.
FORECAST LEDGER / AGGREGATE OUTCOMES
SAMPLE & METHODOLOGY
Currently resolved observations come from a reconstructed historical window, testing prior judgments under one consistent rule set. Desk-discipline observations are recorded separately and will be shown independently once enough outcomes have settled.
Direction-adjusted average excess -0.5%; hit/miss-only payoff ratio 1.01×.
Direction-adjusted average excess +1.7%; hit/miss-only payoff ratio 1.42×.
Directional hit rate = hit / (hit + miss). Expired-flat observations are excluded from the denominator; invalidated calls are excluded from the metric set. The threshold is ±5%, with avoid/trim direction inverted. The hit/miss-only payoff ratio excludes flats. The reconstructed window begins on 2026-03-30; current evidence-link completeness is 100%.
The Desk-discipline cohort currently has 1 settled and 25 tracking observations. Reconstructed and discipline cohorts are reported separately; hit rate should be interpreted alongside average excess return, payoff ratio, sample size and time window.
FROM OUTCOMES TO CONTINUOUS RESEARCH
The outcome ledger tests research discipline; Deep Dives show company and industry judgment, the Research Desk shows continuous updating, and the machine-readable snapshot supports aggregate-method review.
Read bilingual research objects with publication dates, updates, sources and falsifiers.
View the research archive →See change detection, thesis updates, portfolio constraints and outcome learning in one workspace.
Explore Research Desk →Download the current public aggregate basis, as-of date and generation date as JSON-LD.
Open the data →