PHASE 1 / STRATEGY RESEARCH LIBRARY

This is the evidence layer. It includes only the strategy pages whose question, baseline, evidence chain, and current decision are clear enough for public reading.

这里是证据层,只放已经讲清楚研究问题、baseline、证据链和当前判断的策略页。


🟦 00 / How To Read

Before this page. Read 02 / Strategy Triage - From Intuition to Baseline first. It explains which intuitive ideas stayed alive after testing and which ones were archived.

先读上一层。 先读 02 / Strategy Triage - From Intuition to Baseline。那一页说明哪些直觉经得起测试,哪些需要归档。

Page rule. A strategy gets a full page only after it can answer five questions: why it exists, what it tests, which baseline it must beat, what evidence supports it, and what would falsify it.

进入这一层的标准。 一条策略只有先回答五个问题,才值得单独成页:为什么研究它、它验证什么、要战胜哪个 baseline、证据在哪里、什么结果会证伪它。


🟩 01 / Published / Active

03.01 / Spot Long-Only Trend Sleeve

Why keep the system as simple spot long-only after testing the short-leg intuition? How does it hold up under baseline comparison, attribution, robustness, cost, and execution checks?

做空腿验证失败后,为什么最后保留简单的现货做多?它在 baseline 对比、归因、稳健性、成本和执行测试下是否仍然站得住?


🟨 02 / Candidate / Needs Consolidation

03.02 / Smart DCA / Mayer Accumulation

Is it better than fixed DCA? Does it make the accumulation process more disciplined and easier to live with for a real individual investor?

它是否比固定定投更好?对真实个人投资者来说,它能不能让积累过程更有纪律,也更容易坚持?