SPB Git
spboucher.ai

spb/wp17_uqo

Public
page 1

  1. Thu, Nov 5, 2026 6

    1. 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 · 12 files +3,876
    2. 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 · 9 files +1,351
    3. FIRC0002-DATA-10 AI_C-06 AI_C-07 EDIT-05 DATA-11 THEO-14 ADVE-03 AI_C-17 (N1, X2, X3): corpus audits on M4M64a, tokenizer truncation, keyword baseline, validation frames, alternative anchors
      …
      N1 on M4M64a from a read-only rsync of the M3U96b parquet corpus (33.5 GB):
- corpus counts reproduced exactly (10,720,890 chunks / 1,342,283 sections / 527,548 filings) + macros
- tokenizer audit: max_seq_length 256, 94.8 % of chunks truncated, 62 % of token mass dropped, 51 % of keyword chunks have all AI terms beyond the window (scored at half)
- regex AI-lexicon baseline over all sections and chunks: firm-year Spearman 0.24 with AI Adopt, 4.8 % of the semantic top decile carries a CORE AI term, 84 % zero firm-years
- human-validation frames (seed 20261105): 400 stratified + 600 top-firm + 600 median-firm + 100 top-by-year chunks, blind coding sheet + codebook
- X2 (AR-FIRC0002-2): stripped / narrow anchors embedded locally, scored against the stored chunk embeddings; pipeline reproduced to 1e-8; firm-year rho 0.976 (0.935 narrow); FM slope unchanged, EW sort t 1.92
- X3: negation probe (negated sentences still above the 99.8th percentile); laptop T5/T7/T9 rows for stripped anchors and keyword rates

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 32 files +101,657
    4. 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 · 4 files +366 −12
    5. FIRC0002-DATA-01 (L0): Stage D review venv ignored; staging + baseline re-run recorded in reproducibility/FIRC-0002
      …
      Pinned venv .venv-review (py3.12.13, pandas 2.2.3, statsmodels 0.14.6, linearmodels 6.1).
Baseline re-run of the unchanged r3k_03..07: results.json identical; results2.json differs in
spid (degenerate committed block) and double_sort_* (stale); results_event.json reproduces
exactly under the author's pandas 3.0.2 (qcut tie-breaking under 2.2.3).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +3
    6. FIRC-0002 v2.0 (2026-10-28): Russell 3000 extension of 'Does the Language of AI Move Markets?' — commit of the working tree before peer review (large data/ inputs gitignored)
      Simon-Pierre Boucher · 181 files +76,609 −1,219

  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 3

    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 · 58 files +3,340 −1,024
    2. PDF de référence avant révision scientifique
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file
    3. 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 · 98 files +5,630
Menu

Theme
↑↓ navigate ↵ open esc close / or ⌘K anywhere