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Thu, Nov 5, 2026 2
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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
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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>
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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
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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>
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