dadams a98ac7a173 Reframe H2 finding: weaken mechanism claim, flag identification limits
The interaction between OGI budget and inspection_budget_share was previously
interpreted as 'diminishing returns/resource saturation.' Updated to acknowledge:
- budget_share varies only over time (same as budget), not across districts
- range is just 0.59-0.67 across 8 years (8 data points)
- cannot distinguish moderation mechanism from year-specific confounders
- H2 result is exploratory, not confirmatory

Updated cells: 17 (H2 header), 24 (Results H2 section), 28 (hypotheses table)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-25 13:24:29 -08:00
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