Research Journal — Idiovol Walkthrough

2026-05-11 14:30 — librarian (R1)

Phase: Discovery Target: quality_reports/literature-review.md Score: 73/100 (FAIL — librarian-critic R1) Verdict: Revise. Issues: fabricated Jegadeesh 2023, wrong Santa-Clara initial, no FM methods, recency thin. Report: quality_reports/literature-review-critique.md

2026-05-11 14:45 — librarian (R2)

Phase: Discovery Target: quality_reports/literature-review.md (revised) Score: 87/100 (PASS — librarian-critic R2) Verdict: Pair converged R2. Artifact approved. Report: quality_reports/literature-review-critique.md

2026-05-11 14:35 — explorer

Phase: Discovery Target: quality_reports/data-assessment.md Score: 88/100 (PASS — explorer-critic) Verdict: Grade-A data assessment. Comfortable pass; advisory notes routed to data-engineer. Report: quality_reports/data-assessment-critique.md

2026-05-11 15:00 — strategist

Phase: Strategy Target: quality_reports/strategy-memo.md Score: 91/100 (PASS — strategist-critic R1) Verdict: Descriptive framing impeccable; 9 robustness checks; NW/Shanken correct; minor citation/notation polish only. Report: quality_reports/strategy-memo-critique.md

2026-05-11 15:30 — data-engineer

Phase: Execution Target: scripts/build_factors.R Score: N/A (auxiliary script) Verdict: PASS. 8,817 daily KF factor rows fetched 1990-2024; INV-14 through INV-19 satisfied. Report: none.

2026-05-11 17:30 — coder (R1)

Phase: Execution Target: scripts/analysis.R Score: 81/100 (PASS at commit threshold — coder-critic R1) Verdict: Major data-limitation (thinned DSF → VW degradation); ran in 1.57 min; all 6 tables + 2 figures. Report: quality_reports/code-critique.md

2026-05-11 18:20 — coder (R2)

Phase: Execution Target: scripts/analysis.R (revised) + scripts/build_factors.R Score: ~90/100 (estimated; tractable fixes applied) Verdict: R7 ex-January STRENGTHENS puzzle (VW FF3 α +1.06%, t=3.49); R9 FF4 ABSORBS puzzle (α +0.12%, t=0.61). Limitations documented in slide_bundle$caveats. Report: quality_reports/code-critique.md

2026-05-11 19:00 — writer (R1)

Phase: Execution Target: paper/main.tex + paper/references.bib + paper/main.pdf (35 pages) Score: 87/100 (PASS — writer-critic R1) Verdict: All numbers match tables; INV-1 through INV-13 satisfied. Issues: overfull hboxes, two causal verbs, orphan bib, one t-stat rounding. Report: quality_reports/writing-critique.md

2026-05-11 19:30 — writer (R2)

Phase: Execution Target: paper/main.tex (revised) Score: ~95/100 (estimated; 7 fixes applied cleanly) Verdict: FM equation wrapped in multline, summary stats reformatted, causal verbs scrubbed, orphan bib cited, t-stat corrected. Ready for verifier. Report: quality_reports/writing-critique.md