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docs(research): keep the sector crowding research from #301 - #538

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@moremeds moremeds commented Oct 5, 2026

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Salvages the research half of #301 (sector crowding panel), which is being closed.

Adds (copied verbatim from feat/sector-crowding):

  • docs/research/2026-07-26-*: crowding probe, lifecycle study, executive summary, FMP starter-tier evaluation, NTM P/E sourcing probe, with their JSON traces (9 files).
  • The four standalone reproduce scripts: scripts/research/{fmp_tier_probe,ntm_pe_feasibility,ntm_pe_sourcing_probe,sector_crowding_lifecycle}.py (ruff clean, no Yahoo).

Not included: the panel code (job, API route, web panel, reports/sector_crowding.py) and sector_crowding_probe.py, which imports that module. They stay on the feat/sector-crowding branch, which is not deleted.

Why the panel is not shipped: its own executive summary lists a price-leg defect, and the probe found no predictive content. Issue #302 (NTM P/E tabled) cites the FMP evaluation doc that this PR lands.

Docs and research scripts only; no runtime change. CHANGELOG bullet under [Unreleased] / Added.

🤖 Generated with Claude Code

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