quantmodel — Idle hone: link-ggc vs AS yearly alloc + returns (weak

Objective

Idle hone: link-ggc vs AS yearly alloc + returns (weak_corr ~0.61).

Notes: Fixed pre-2013 all-cash defect with revised-history/earliest-vintage hybrid OECD CLI signal. AS yearly SPY allocation corr: pre-2013 0.905, 1970+ 0.927, post-2013 0.982. Focused tests 3 passed; full return rerun blocked by Yahoo rate limit.

Approach

Reuses existing report research/findings/link-ggc-corr-t180.md — tables/metrics preserved verbatim via source_report pointer. Body below summarizes grounded evidence from that report and adjacent artifacts.

Files / code / data changed

No commit SHA confidently associated with t180 in sampled log [reconstructed — uncertain].
Source report: research/findings/link-ggc-corr-t180.md
Task-history entry: research/findings/task-history.json#t180

Results

Key table from source report (preserved):

window	yearly allocation corr
pre-2013	0.905
2013-present	0.982
1970-present	0.927

Conclusions and metrics are in research/findings/link-ggc-corr-t180.md; see detail page for preserved tables/metrics.

Conclusions

Fixed pre-2013 all-cash defect with revised-history/earliest-vintage hybrid OECD CLI signal. AS yearly SPY allocation corr: pre-2013 0.905, 1970+ 0.927, post-2013 0.982. Focused tests 3 passed; full return rerun blocked by Yahoo rate limit.

Problems / follow-ups

See source report or PR discussion for follow-ups. No unsupported follow-ups fabricated.