On the Boundary of Admission Gates: An Injected-Truth Study of Falsification-First Selection in Quantitative Strategy Research

arXiv:2610.07701v1 Announce Type: new Abstract: Strategy research conflates two problems: finding a profitable rule, and establishing that the finding is not search luck. The latter calls for admission gates -- statistical criteria that must be satisfied before a conclusion is adopted -- yet whether gates work, and at what cost, remains untested. We introduce an injected-truth protocol with a random-admission control that adopts at the same rate as the gate; only if the gate beats this control does it carry information rather than merely raise a threshold. Across synthetic and real-calibrated

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