Studies

Quarterly Research

Original Quant Research
From TheFinSense

Primary-source aggregated data, academic synthesis, and proprietary framework output — published every quarter, reproducible from public sources.

Working papers indexed on Zenodo · CC BY 4.0 open license · Reproducible from SEC EDGAR and FRED

What These Studies Are

Each Quarterly Quant Study is a standalone research report built from four streams: SEC EDGAR aggregation across the S&P 500, FRED macro context, academic paper synthesis, and TheFinSense’s 3-regime classification framework.

Every figure traces to a public primary source. Methodology and raw data are disclosed in full. If you can run Python, you can reproduce every number.

Published Studies

Published — Q1 2026

Balance Sheet Stress Report: 27 S&P 500 Non-Financial Firms Report Negative Book Equity

A three-regime classification of 396 S&P 500 non-financials finds 27 firms in Regime 3 (negative book equity), concentrated in Consumer Discretionary buyback operators and one genuine leverage-buildup case (HCA Healthcare).

Sample: 396 firms
Regime 3: 27 firms
Published: April 20, 2026
DOI: 10.5281/zenodo.19674351

Upcoming — Q2 2026

Earnings Quality Report: Testing the Sloan Anomaly on the S&P 500

An accrual-quality analysis applying Sloan (1996) and Dechow-Dichev (2002) frameworks to S&P 500 Q2 2026 filings. Tests whether the accrual anomaly persists in the current macro regime.

Sample: ~480 firms
Papers: Sloan, Dechow
Target Release: July 2026

Methodology & Reproducibility

TheFinSense publishes full methodology for every study. SEC EDGAR pulls use documented User-Agent headers and respect the 10 req/sec rate limit. FRED data is fetched via public CSV endpoints. Academic syntheses reference source papers by DOI.

For Journalists & Researchers

Quote any finding from a TheFinSense study with attribution to “TheFinSense Q[N] [Year] Study” plus a link back to the source page. Raw data sheets and Python notebooks available on request.

Hwang, D. (2026). The Q1 2026 Balance Sheet Stress Report: A Three-Regime Classification of S&P 500 Non-Financial Equity Structures. Zenodo. https://doi.org/10.5281/zenodo.19674351

Press contact: [email protected] · Response within 24 hours on weekdays.

Research produced and maintained by Danny Hwang, Lead Quant Analyst, TheFinSense.

Last updated: [AUTO — update when new study published]