assembly-economics/simulations/gadm02/results/matching_imm.md
tegwick 0ccf4f7cf7 ASSEMBLY-WP-0017-T04 passed: flips judged on anchor weights (6/6 switches in 0.5 y, 0 false flips); reliance on investment documented; T06 AI-specific investment series
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

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2026-10-13 22:07:26 +02:00

2.3 KiB

GADM-0.4: IMM regime filter on synthetic data

Generated by simulations/gadm02/matching.py --imm (ASSEMBLY-WP-0017-T02/T03/T04). US calibrated state, sentiment anchored (BR-009 fix). Truth from a known candidate, optionally switching at t 4; observed from t 2 to t 8. Indicators and noise: adoption biweekly (log sd 0.03), investment quarterly (log sd 0.05), discovery channel Pd monthly (sd 0.01), sentiment twice a year (sd 0.02). IMM filter, switch probability 0.1 per quarter. Flip: new best with weight ≥ 0.75 twice in a row, judged on anchor weights (summed over the loop state) and, for the loop case, on loop weights (summed over anchors). False flips count both.

Acceptance (anchor regimes): anchor correct at the first evaluation in ≥ 5 of 6 no-switch runs, no false flips in 6 no-switch runs, and ≥ 4 of 6 anchor switches detected within 1.5 years. The loop switch is reported separately: with sentiment anchored, switching the loop on is invisible until perceived benefit moves.

Truth Seed Best at start Flips (t, from → to) Verdict
B3/loop off 1 B3/loop off none anchor correct
B3/loop off 2 B3/loop off none anchor correct
B3/loop off 3 B3/loop off none anchor correct
B2/loop on 1 B2/loop off none anchor correct
B2/loop on 2 B2/loop off none anchor correct
B2/loop on 3 B2/loop off none anchor correct
B2/loop off → B4/loop off at t 4.0 1 B2/loop off 4.50: B2 → B4 detected, delay 0.50 y
B2/loop off → B4/loop off at t 4.0 2 B2/loop off 4.50: B2 → B4 detected, delay 0.50 y
B2/loop off → B4/loop off at t 4.0 3 B2/loop off 4.50: B2 → B4 detected, delay 0.50 y
B3/loop off → B2/loop off at t 4.0 1 B3/loop off 4.50: B3 → B2 detected, delay 0.50 y
B3/loop off → B2/loop off at t 4.0 2 B3/loop off 4.50: B3 → B2 detected, delay 0.50 y
B3/loop off → B2/loop off at t 4.0 3 B3/loop off 4.50: B3 → B2 detected, delay 0.50 y
B3/loop off → B3/loop on at t 4.0 1 B3/loop off none missed
B3/loop off → B3/loop on at t 4.0 2 B3/loop off none missed
B3/loop off → B3/loop on at t 4.0 3 B3/loop off none missed

Anchor correct at start 6/6, false flips 0/6, anchor switches detected 6/6, loop switches detected 0/3. Acceptance: passed.