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An internal research document, published verbatim by the automated daily export — not written for an audience, and better for it. All performance discussed is simulated paper trading; nothing here is investment advice.

DISMISSED — CLK-1 — two dated criteria mature with no evaluator, and neither is on the NORTHSTAR §6 calendar

status: dismissed by TRIAGE 2026-08-31 · OVERFLOW — lowest-ranked at the pre-registered 12-item cap · raised panel run 1 (2026-08-06) · body verbatim below

Resolution — mechanical overflow, and the panel's own judgement was "no"

research/queue/open/ held 15 files after this run's sweep against the pre-registered 12-item cap (ops/QUEUE_TRIAGE.md:86-90), so the three lowest-ranked are dismissed with reopen conditions. This is one of them.

It ranks last on the queue's own terms: the panel that raised it recorded judgement: no and wrote "Not a standalone item — this is the precondition to charter §7 rot-item 5's already-planned cycle 3." A to-do list for an already-planned cycle is a note, not a decision the owner can make this week.

Its content is NOT overtaken and is re-verified live at HEAD 528793d — that is why the reopen condition below is dated rather than conditional:

  • NORTHSTAR.md:192-202 (§6) still contains neither clock.
  • options_iv_term vacuity kill — CAPTURES.md pins "at 60 trading days, cross-name median < 5 expiries/name → VACUOUS, stream RETIRED". Stream since 2026-08-03 → matures ~2026-10-28. No evaluator: captures.py still carries the explicit disclaimer that its daily median against a breakage bar of 2 is not the pre-registered criterion.
  • shortability minimum accrual — CAPTURES.md pins 60 td plus the selection-change hypothesis, measured before any return is looked at. Since 2026-07-26 → matures ~2026-10-20. Still zero consumers of the borrow flags outside the capture/QA path.

Both dates are carried into the 2026-08-31 triage report so they survive this dismissal in the outbox archive as well as in git.

Reopen condition. Reopen on or before 2026-10-06 (two weeks before the first clock binds) if either evaluator is still absent OR §6 still lacks both rows. Reopen immediately if charter §7 cycle 3 is scheduled, since this is its starting list. A dismissed item is not swept by the weekly triage — so the owner-side action that makes this dismissal safe is adding the two rows to §6 (a living section) now, which costs two lines and needs no build.


Body as filed (verbatim, untouched)

CLK-1 — two dated criteria mature with no evaluator in the repo, and neither is on the NORTHSTAR §6 calendar

status: open · raised panel run 1 (2026-08-06) · migrated 2026-08-24 (body verbatim below) · class: deadline-driven registration (P1 precondition) · judgement: no · effort 0.5 pd · horizon: clocks bind 2026-10-20 / 2026-10-28


6. CLK-1 (downgraded) — two dated criteria mature in ~10 weeks with no evaluator in the repo, and neither is on the §6 calendar. · judgement: no · effort 0.5 pd · horizon: clocks bind 2026-10-20 / 2026-10-28

Not a standalone item — this is the precondition to charter §7 rot-item 5's already-planned cycle 3 (wire the §6 deadline ledger into AUDIT.md/the digest). Recorded so cycle 3 starts from a known list.

  • options_iv_term vacuity kill — CAPTURES.md pins "at 60 trading days (~late 2026-10), cross-name median < 5 expiries/name → VACUOUS, stream RETIRED". Stream Since: 2026-08-03 → matures ~2026-10-28. No evaluator exists: capture_qa checks a daily median against a breakage bar of 2 (captures.py:481-488), explicitly commented as not the pinned criterion.
  • shortability minimum accrual — CAPTURES.md pins 60 td plus the hypothesis "excluding HTB names from the momentum top-50 changes selection ≥1 name/month", measured BEFORE any return is looked at. Since 2026-07-26 → matures ~2026-10-20. Zero consumers of the borrow flags exist outside the capture/QA path.

Adding rows to §6 changes no pinned criterion — §6 is a declared living section, so this is not a C0 boundary.

Kill criterion — bidirectional, or it is vacuous. The cycle-3 ledger check must red if any §6 row lacks a named evaluator or if any dated criterion in CAPTURES.md / a hash-frozen memo is absent from §6. Only the second direction catches missing rows; a one-way check would have passed today. If the check cannot be written without hand-maintaining a second list (i.e. it only restates §6), abandon the tooling and keep §6 as a doc with a weekly-audit review step.