Original Quant Research
TheFinSense Research Studies
Research reports built from public filings, official macro data, and cited academic evidence. Each published study explains its data, method, assumptions, and limits.
Working papers archived on Zenodo · Open licensing where noted · Public-source calculations
What These Studies Are
Each TheFinSense study begins with a defined research question, a dated dataset, and a documented calculation path. Depending on the question, the evidence may include SEC EDGAR filings, Federal Reserve data, including FRED series, and peer-reviewed or working-paper research.
Published figures are traceable to cited sources or disclosed calculations. Supporting files are listed on each study record when they are released.
Published and Planned Studies
Published · Q1 2026
Balance Sheet Stress Report: 27 S&P 500 Non-Financial Firms Reported Negative Book Equity
Using the most recent 10-Q or 10-K available for 396 S&P 500 non-financial constituents, the study identifies 27 firms with negative stockholders’ equity. Consumer Discretionary accounts for 11 of the 27 firms, while HCA Healthcare provides a clear example of a materially worsening negative-equity trajectory.
Negative equity: 27 firms (6.8%)
Published: April 21, 2026
DOI: 10.5281/zenodo.19674351
In Development · 2026
Earnings Quality Report: Testing Accrual Signals in the S&P 500
A planned earnings-quality study using the latest available 2026 filings and accrual frameworks developed in Sloan (1996) and Dechow-Dichev (2002). Final sample coverage and the release date will be set after filing availability and data-quality screens are complete.
Status: Data collection and model validation
Release: To be announced
Methodology and Reproducibility
Study-specific methodology appears in each report. SEC EDGAR collection uses a declared User-Agent and follows SEC fair-access limits. FRED series are retrieved from official endpoints, and academic sources are identified by DOI or their original publication record when available.
For Journalists and Researchers
You may quote a finding with clear attribution to the named TheFinSense study and a link to its study page or DOI record. Check the Zenodo record for the files attached to a release. For supporting materials that are not attached, contact us to ask about availability.
Research and press contact: [email protected]