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spb/wp17_uqo

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  1. Thu, Nov 5, 2026 10

    1. FIRC0002 Stage E exhibits (Agent 9): every table and figure rebuilt to the Part X standard — EDIT-11/16, ADVE-12/13/14, ECON-12/14/16/17, DATA-05/09, LITE-11/12, AI_C-15, THEO-17, engine audit (notes blocks, unreferenced tables)
      …
      - scripts/r3k_20_tables_v2.py: 34 self-contained table floats (\ExhibitTable wrapper: booktabs + threeparttable, caption, label, notes naming the inference, N/clusters/R2 rows, economic-magnitude line, generated-by comment); robust statistics in every headline table (winsorized sorts with NW/plain t and CIs, two-way t, wild p, MDE, CDA by benchmark); BEFORE values only in tab_hygiene Panel B; new tab_mht summary + member-level parts A/B; appendix_exhibits.tex with \ExhibitOnce guards; EXHIBIT_MAP.json/.md; macros.tex keeps the 442 legacy names and carries the wrapper macros + 43 new macros.
      - scripts/r3k_19_figures_v2.py: 17 figures redrawn (Okabe-Ito, Times 8-9 pt, width = textwidth, markers + dashes + hatches for grayscale, 95% intervals from stated procedures, CDA band on the event-study path, event-time reference year at zero, spec curve with NW SE bars) + float wrappers paper/figures_r3k/<name>.tex with scientific captions; old PNG copies in paper/figures_r3k removed (PDFs only).
      - Render-and-inspect audit done on every exhibit page (see quality_control/_FIRC-0002_*_audit.csv).
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 2 files +758 −326
    2. FIRC0002-EDIT-11 (L10): pdftitle = v2.0 Russell 3000 title; r3k_11 two-way SE NaN-safe
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +1 −1
    3. FIRC0002 L2–L10 results (run 7): rebuilt panel, core + extended + event-study + survivorship results, construct-validity rows, 33 regenerated tables with notes, 442 macros, 17 figures
      …
      AR-FIRC0002-1: trigger (a) not fired (wins. EW spread +3.9 pp NW t 2.06 / plain 1.81, CI covers 0; wins. FM +1.88 pp/SD t 2.41);
      trigger (b) not fired on the literal criterion (large-vs-small gradient persists in sorts, contrast t 1.83 firm / 1.55 two-way,
      wild p 0.22) but the largest-1,000 1-y CDA t is 3.02 (IWV model) vs 1.12 beta-only / 1.21 market-adjusted / 0.51 FF6;
      trigger (c') not fired (size-tercile attrition; AI-quintile attrition = X1).
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 6 files +110 −28
    4. FIRC0002-ECON-01 EDIT-01 ECON-02 ADVE-09 THEO-08 EDIT-10 DATA-04 (L3), EDIT-08 THEO-16 DATA-12 (L2), L4/L5/L6/L7/L9/L10 scripts: v2 chain (panel, core, extended, event study, survivorship, figures, tables), run_all.sh, regeneration test, lock file
      …
      Market cap = FinData raw close x point-in-time SEC shares (split-carried, unit-error screens: whole-series 30x, +/-4 filings 5x,
      IWV-weight consistency, USD 5M floor, 6e12 ceiling, 3-month staleness); Yahoo-implied raw as fallback (98.9% within 2%).
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 7 files +537 −21
    5. FIRC0002-LITE-01/02/03/05/06/07/08/09/10/13 EDIT-14 (L11), ADVE-05 AI_C-04 EDIT-09 ECON-13 THEO-13 AI_C-13 ADVE-16 (L8), EDIT-04 DATA-03 (L6 inputs): DOI-verified bib additions, SPID sampling frame, IWV holdings manifest, FinData price check
      …
      references.bib: 19 entries appended (17 DOIs resolved via doi.org/Crossref incl. Eisfeldt et al. JF 2026, Hassan et al. QJE 2019,
      Cao et al. RFS 2023, Hong-Lim-Stein JF 2000, Bloom et al. NBER w28999 'The Diffusion of New Technologies'; 2 self WP entries);
      Xia et al. / Ofir not added (no identifier). SPID: 200 stratified mentions with source-text excerpts, no labels (AR-3 not granted).
      IWV: 17 dated Wayback captures (2006-09, 2019-05..2025-08). FinData raw closes: 2,487/2,499 tickers, 98.9% within 2% of Yahoo-implied.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 5 files +445
    6. FIRC0002-DATA-02 AI_C-01 ECON-05 ADVE-08 DATA-04 ECON-01 (L2/L3 inputs): second price pass, SEC share re-pull, FinData verification of extreme returns, v2 panel/analysis scripts
      …
      hygiene_log.csv: 48 monthly |ret|>300% -> 37 confirmed by FinData, 11 series breaks; 104 firm-year fwd>500% -> 101 confirmed, 3 breaks.
      r3k_12: 2,540 tickers with SEC share facts (2,294 dei; 149/95 fallback concepts; 26 none); sum-of-classes at latest end.
      r3k_inference.py: CGM two-way, wild-cluster bootstrap, simulated fixed-b cv, Holm/BH/Romano-Wolf, DSR, permutation, sup-Wald.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 7 files +1,182
    7. FIRC0002-DATA-01 ECON-04 EDIT-02 ADVE-04 AI_C-02 LITE-04 THEO-01 (L1): Table 17 refit, explicit terms, rank/cond, firm/two-way/HC1 t, N, R2
      …
      Committed panel vintage 2026-10-28: rank 8/8, cond 2.82; SPID x post -1.57 pp (t -1.72 firm, -0.88 two-way);
      composite +2.21 (6.34 / 2.40); any-AI x post +3.81 (0.62). tab_did_spid.tex regenerated (BEFORE = 3cf7560, all t = 0.00).
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +68
  2. Sun, Nov 1, 2026 1

    1. chore: chemins mis à jour après la réorganisation du Bureau (2026-11-01)
      …
      UQO/ est désormais structuré en Enseignement, Recherche, Administration, Supervision ; Recherche-UQO vit dans UQO/Recherche/.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +2 −2
  3. Sat, Oct 17, 2026 2

    1. révision scientifique complète (editorial board, 2026-10-17)
      …
      WP 17 v1.0 → v1.1 (October 2026). Corpus misdescribed in v1.0 (8-K + partial 10-Q, filing year; no 10-K) documented and
      tested (8-K-only signal); post-2022 evidence shown to rest on the 2024 cohort; event-time DiD clustering bug fixed;
      dependence-robust event-study tests; IT-sector factor spanning; entrants/survivorship checks; 15 equations; 21 verified
      references with DOIs; 4 new tables; docs/REVIEW-REPORT.md + docs/CHANGELOG-REVISION.md. À valider par les co-auteurs.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 6 files +500 −7
    2. harmonisation standard UQO WP (2026-10-17)
      …
      WP 17 : main.tex reconstruit sur le gabarit (3 auteurs, cover WP 17, aer), WP/ → paper/, analysis/ → scripts/, data/processed, results/, figures/ (13 figures régénérées), README et .gitignore standard.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 9 files +1,295
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