dates scored: 78 — Jev is state-independent of TimesFM
A. head-to-head cross-sectional IC
jev_p: IC -0.0082 (t=-0.27, p=0.6146, n=78) timesfm: IC +0.0134 (t=+0.74, p=0.2322, n=78) mom126: IC -0.0089 (t=-0.27, p=0.6104, n=78)
B. Jev incremental over momentum
jev|mom126 residual: IC -0.0138 (t=-0.53, p=0.6990, n=78)
C. ensemble rank-avg(jev, timesfm)
ensemble: IC -0.0001 (t=-0.00, p=0.5022, n=78)
D. Jev veto on TimesFM top-8
paired D +0.0971% (p=0.4546, n=78, 44% pos)
Caveat: no historical news in Jev's state; momentum is the only per-name evidence, so a null is expected and not a refutation of the live (news-backed) sleeve.