Working paper · 2026-07 · methods
The Three Gates: Evidence Discipline for Strategy Research
The full specification of our verdict system: survivability, specificity,
and leverage gates with their mathematics — bootstrap survival probabilities,
matched-control p-values, Fisher combination under Benjamini–Hochberg FDR,
scenario-sized leverage — the evidence protocol around them, and six argued
cases for why gate-grade verdicts require an event-driven engine with a fills
ledger rather than vectorized screens. Written to be rebuilt from.
full text on request · research@axoquant.com
Working paper · 2026-07 · foreign exchange
FX Efficacy: Lessons and Evidence
What survived and what didn't in currency markets: carry passing
survivability and failing specificity (the factor, correctly named); an
enforced-band structural book validating walk-forward after full costs
including measured swap; and the cross-market persistence gradient that
locates where statistical relationships still pay. Includes replication
notes — the minimum kit to rebuild the result independently.
full text on request · research@axoquant.com