Businesses & industries
Frame a business through demand, capacity, unit economics and capital allocation. Trace a conclusion back to its original evidence.
产业机制与企业基本面
Independent research / Systematic thinking
Clarity through
disciplined
research.
We explore how businesses, markets and data fit together. Our starting point is evidence. Our working method is to question the assumptions.
独立研究 · 基本面理解 · 系统化验证
FORM BEFORE FORECASTILLUSTRATIVE STUDY · 01
FUNDAMENTAL INQUIRYSYSTEMATIC METHODSREPRODUCIBLE RESEARCH
01 / Perspective
A thesis is a starting point.
Evidence does the work.
RESET is a personal research studio exploring the relationship between economic mechanisms and observable data. We favor explicit assumptions, inspectable methods and conclusions that can be revised.
02 / Research disciplines
Three ways to ask better questions.
Markets & systems
Translate an idea into a measurable rule. Separate an attractive explanation from a result that survives a fair test.
市场结构与系统化方法
Data & provenance
Keep observations, transformations and assumptions distinct. Preserve the information needed to revisit a result.
数据定义与研究可复现性
03 / Working method
From a question to an auditable conclusion.
Frame
State the mechanism, the horizon and what would make the thesis wrong.
Source
Distinguish original observations from estimates and interpretations.
Test
Make assumptions visible. Examine alternative explanations and failure cases.
Revisit
Keep the earlier version. Revise when the evidence changes.
04 / Field notes
Notes on the research process.
Research design↗Data methods↗Model review↗
Keep evidence separate from interpretation.
A practical record for assumptions, source material and unresolved questions.
Ask what was knowable at the time.
Publication dates, revisions and the boundary of a historical test.
Make room for a model to fail.
Testing a rule against costs, changing conditions and alternative assumptions.
Research infrastructure
A clear view of the inputs.
Explore public data definitions, source policies and research templates. Private working materials remain outside the public directory.