We found our best factor yet. We sat on it anyway.
2026-09-02
ERCOT spark spread cleared every validation gate with the largest
economic effect in our factor library. We still didn't publish it
for months - here's the evidence-depth problem that held it back,
and what changed once the data caught up.
Why we didn't ship our best backtest result
2026-08-28
A regional natural-gas storage factor had the largest economic effect
of anything in our library. Two independent tests said not to trust
it. Here's what those tests actually caught, and the smaller number
that turned out to be real.