Research
Findings from the published literature and from our own runs, once they survive a second look.
Written and covered by tests, not yet observed in a live run
- Why financial answers need provenanceA number without its window and its source is not a weaker answer. It is an answer nobody can check afterwards.2026-09-10
- Facts, assumptions and calculations are three different thingsA model blends them by default. A spreadsheet built by an analyst keeps them apart, and that is what makes it auditable a year later.2026-09-10
- What financial benchmarks actually measureFour published sets, three different abilities, and one uncomfortable fact about contamination.2026-09-10
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