Campaign 1: INTACT, conditional
Update
Campaign 1: INTACT, conditional
- Type: refresh
- event_id:
2026-09-06-campaign-01-trump-policy-ticker-catalyst-watch-review - Source: Campaign thesis review; receipt selector
C:trump-policy-ticker-catalyst-watch. September 4 settled corpus; issuer dates retained.- parent_event:
2026-09-06-theses-read-campaign-01
- parent_event:
- Shift: Policy attribution remains conditional on a direct primary statement and a response that survives earnings, analyst and sector confounds.
- Effect on thesis: Direct primary statement with an event response surviving earnings, analyst and sector controls.
No direct external sources are attached to this read.