Report the disqualifier
A report is not finished when its numbers are correct. It is finished when a
reader who disagrees with it knows exactly where to look. Every claim has a
disqualifier — one observation that would sink it — and a report that omits
its own disqualifier is persuasive in proportion to how wrong it can be.
Four disqualifiers, four sections. Use the ones that apply.
1. What would refute this
Any causal claim states, in the same document, the observation that would
falsify it — a measurement, not a hedge. "This may not generalise" is not a
falsification section; "if the effect survives when X is held constant, the
mechanism is not X, and here is that run" is.
Grade every claim in the report on one visible scale — measured /
inferred / conjecture — and put the grade next to the claim, not in a
preamble. A reader must be able to strip the report to its measured rows and
see what is left.
2. Did the path survive
A summary statistic computed over a path can describe a path that ended. A
positive year through an account that was liquidated in March; a mean latency
across an interval containing an outage; a mean reward over a trajectory that
terminated; an eventual success after a retry budget was exhausted.
Whenever the process has an absorbing state — a barrier it cannot return
from — the report carries a survived yes/no column and the date of absorption,
beside the final value. The expected value across many runs and the outcome of
the one run you get are different quantities, and only the second one is
yours.
3. Before and after the fix
When a defect is corrected mid-analysis, report the headline metric under both
readings in the same message, with the sign. A table that quietly contains
both the pre-fix and post-fix cell has published the reversal without saying
it, and the number that travels onward will be whichever one someone quoted
first.
4. Which unvaried assumption flips the sign
Every report names its frozen constants — the cost, the threshold, the
window, the rate — and, for each one that appears in the metric expression,
the value at which the conclusion reverses. If no such value exists inside a
plausible range, say so. Disclosure is not this: repeating an assumption
twelve times is not the same as testing it once.
An axis you swept that changed no output row is also a finding. Report it as
inert rather than presenting its cells as distinct results.
Must never
- Ship a gate that checks a section's heading and calls that a content
check.
grep -qi "falsification" passes a report that says no
falsification was attempted. Assert the property, then prove the gate by
deleting the section body and watching it fail —
[[principle-assert-invariants-not-last-bug]], step 5.
- Present a headline figure whose cost, fill, or capacity basis is absent.
Prefix it
PROVISIONAL — until that basis and its sensitivity range are in
the same message.
- Let a fan-out end without a terminal aggregation step. A finding stated
independently in several sibling reports, and read by nobody across them,
is the most expensive kind of undiscovered result.
Grounding
- Falsifiability as the demarcation of a real claim → Karl Popper, The Logic
of Scientific Discovery (1959; Ger. 1934).
- Committing to the refuting test before seeing the result → Chris Chambers
and Loukia Tzavella, "The past, present and future of Registered Reports,"
Nature Human Behaviour 6, 29-42 (2022)
https://doi.org/10.1038/s41562-021-01193-7.
- Grading each claim on one visible evidence scale → Gordon H. Guyatt et al.,
"GRADE: an emerging consensus on rating quality of evidence and strength of
recommendations," BMJ 336, 924-926 (2008)
https://doi.org/10.1136/bmj.39489.470347.AD.
- Why an ensemble average does not describe the single path when the path can
be absorbed → Ole Peters, "The ergodicity problem in economics," Nature
Physics 15, 1216-1221 (2019) https://doi.org/10.1038/s41567-019-0732-0;
J. L. Kelly Jr., "A New Interpretation of Information Rate," Bell System
Technical Journal 35(4), 917-926 (1956)
https://doi.org/10.1002/j.1538-7305.1956.tb03809.x.
- Reporting the whole space of defensible specifications rather than one →
Uri Simonsohn, Joseph P. Simmons, Leif D. Nelson, "Specification curve
analysis," Nature Human Behaviour 4, 1208-1214 (2020)
https://doi.org/10.1038/s41562-020-0912-z; Andrea Saltelli et al., "Why so
many published sensitivity analyses are false," Environmental Modelling &
Software 114, 29-39 (2019)
https://doi.org/10.1016/j.envsoft.2019.01.012.
- Findings that exist only across sibling reports and are never aggregated →
Robert Rosenthal, "The file drawer problem and tolerance for null results,"
Psychological Bulletin 86(3), 638-641 (1979)
https://doi.org/10.1037/0033-2909.86.3.638.
- The "no losing day" / too-good smell test lives in [[principle-no-lookahead]],
not here — this skill is about what a report must disclose, that one is
about what an evaluation may read.
1---2name: principle-report-the-disqualifier3description: Apply when writing or gating any report that makes a causal claim or summarises a cumulative outcome — a backtest, an experiment write-up, a capacity or cost model, a postmortem, an eval summary, a benchmark table. The report must carry what would change the reader's decision: what observation would refute the claim, whether the path crossed a state it could not return from, what the headline was before and after the fix, and which unvaried assumption flips the sign.4---56# Report the disqualifier78A report is not finished when its numbers are correct. It is finished when a9reader who disagrees with it knows exactly where to look. Every claim has a10disqualifier — one observation that would sink it — and a report that omits11its own disqualifier is persuasive in proportion to how wrong it can be.1213Four disqualifiers, four sections. Use the ones that apply.1415## 1. What would refute this1617Any causal claim states, in the same document, the observation that would18falsify it — a measurement, not a hedge. "This may not generalise" is not a19falsification section; "if the effect survives when X is held constant, the20mechanism is not X, and here is that run" is.2122Grade every claim in the report on one visible scale — **measured /23inferred / conjecture** — and put the grade next to the claim, not in a24preamble. A reader must be able to strip the report to its measured rows and25see what is left.2627## 2. Did the path survive2829A summary statistic computed over a path can describe a path that ended. A30positive year through an account that was liquidated in March; a mean latency31across an interval containing an outage; a mean reward over a trajectory that32terminated; an eventual success after a retry budget was exhausted.3334Whenever the process has an **absorbing state** — a barrier it cannot return35from — the report carries a survived yes/no column and the date of absorption,36beside the final value. The expected value across many runs and the outcome of37the one run you get are different quantities, and only the second one is38yours.3940## 3. Before and after the fix4142When a defect is corrected mid-analysis, report the headline metric under both43readings in the same message, with the sign. A table that quietly contains44both the pre-fix and post-fix cell has published the reversal without saying45it, and the number that travels onward will be whichever one someone quoted46first.4748## 4. Which unvaried assumption flips the sign4950Every report names its frozen constants — the cost, the threshold, the51window, the rate — and, for each one that appears in the metric expression,52the value at which the conclusion reverses. If no such value exists inside a53plausible range, say so. Disclosure is not this: repeating an assumption54twelve times is not the same as testing it once.5556An axis you swept that changed no output row is also a finding. Report it as57inert rather than presenting its cells as distinct results.5859## Must never6061- Ship a gate that checks a section's *heading* and calls that a content62 check. `grep -qi "falsification"` passes a report that says no63 falsification was attempted. Assert the property, then prove the gate by64 deleting the section body and watching it fail —65 [[principle-assert-invariants-not-last-bug]], step 5.66- Present a headline figure whose cost, fill, or capacity basis is absent.67 Prefix it `PROVISIONAL —` until that basis and its sensitivity range are in68 the same message.69- Let a fan-out end without a terminal aggregation step. A finding stated70 independently in several sibling reports, and read by nobody across them,71 is the most expensive kind of undiscovered result.7273## Grounding7475- Falsifiability as the demarcation of a real claim → Karl Popper, *The Logic76 of Scientific Discovery* (1959; Ger. 1934).77- Committing to the refuting test *before* seeing the result → Chris Chambers78 and Loukia Tzavella, "The past, present and future of Registered Reports,"79 *Nature Human Behaviour* 6, 29-42 (2022)80 <https://doi.org/10.1038/s41562-021-01193-7>.81- Grading each claim on one visible evidence scale → Gordon H. Guyatt et al.,82 "GRADE: an emerging consensus on rating quality of evidence and strength of83 recommendations," *BMJ* 336, 924-926 (2008)84 <https://doi.org/10.1136/bmj.39489.470347.AD>.85- Why an ensemble average does not describe the single path when the path can86 be absorbed → Ole Peters, "The ergodicity problem in economics," *Nature87 Physics* 15, 1216-1221 (2019) <https://doi.org/10.1038/s41567-019-0732-0>;88 J. L. Kelly Jr., "A New Interpretation of Information Rate," *Bell System89 Technical Journal* 35(4), 917-926 (1956)90 <https://doi.org/10.1002/j.1538-7305.1956.tb03809.x>.91- Reporting the whole space of defensible specifications rather than one →92 Uri Simonsohn, Joseph P. Simmons, Leif D. Nelson, "Specification curve93 analysis," *Nature Human Behaviour* 4, 1208-1214 (2020)94 <https://doi.org/10.1038/s41562-020-0912-z>; Andrea Saltelli et al., "Why so95 many published sensitivity analyses are false," *Environmental Modelling &96 Software* 114, 29-39 (2019)97 <https://doi.org/10.1016/j.envsoft.2019.01.012>.98- Findings that exist only across sibling reports and are never aggregated →99 Robert Rosenthal, "The file drawer problem and tolerance for null results,"100 *Psychological Bulletin* 86(3), 638-641 (1979)101 <https://doi.org/10.1037/0033-2909.86.3.638>.102- The "no losing day" / too-good smell test lives in [[principle-no-lookahead]],103 not here — this skill is about what a report must disclose, that one is104 about what an evaluation may read.