BHI 3.1·Bulletin
Validation: preliminary
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Highest B
09 · GOVERNANCE · LAST AMENDED 19 SEP 2026

Governance, conflicts, and change control

The Black Hole Index is a public-good instrument. Its credibility depends on rules that bind the principal investigator as tightly as any external user. This page records who can change what, on what notice, with what disclosure, and with what audit trail.

Charter version 3.0Effective 01 Jan 2026Steward I. Savich, PILicense CC-BY 4.0
§ 01 — Charter

What this instrument is, and is not

The Black Hole Index™ (BHI) is a published index of structural lock-in risk for digital platforms. It is constructed from eleven observable, replicable parameters grouped into three pillars (Capture, Escape, Extended), aggregated into a scalar score.

  • The instrument is not investment advice.
  • The instrument is not a regulatory finding.
  • The instrument is not a trade secret. Every weight and threshold is open under CC-BY 4.0.
Open weightsPre-declared changesPublic audit logVersioned releasesReproducible computation
§ 02 — Scientific Advisory Board

External oversight

Corrected 19 September 2026. This section previously read: “A Scientific Advisory Board (SAB) reviews methodology changes before publication. The board meets twice per year.” No such board exists and none has met. Every seat below has stood open since this page was written, so no methodology change this project has published has been reviewed by an advisory board, and the sentence asserted external oversight that is not in place. The seats are a standing open call and are kept here as one; what follows describes an intention, not a body in being.

SEAT OPEN
Chair · Platform Economics
Nominations accepted at ivan.savich@blackholeindex.com
Open call
SEAT OPEN
Antitrust & Regulation
Nominations accepted at ivan.savich@blackholeindex.com
Open call
SEAT OPEN
Indices & Benchmarks
Nominations accepted at ivan.savich@blackholeindex.com
Open call
SEAT OPEN
Applied Statistics
Nominations accepted at ivan.savich@blackholeindex.com
Open call
SEAT OPEN
Industry Practitioner
Nominations accepted at ivan.savich@blackholeindex.com
Open call
SEAT OPEN
Buy-side or sell-side research
Nominations accepted at ivan.savich@blackholeindex.com
Open call
§ 03 — Change-control protocol

How a methodology change becomes effective

No weight, threshold, or indicator definition may be silently changed between published bulletins. Changes follow a five-stage protocol.

Corrected 19 September 2026: three of these five stages are not in force, and saying so is the correction. Stage 02 requires a board that does not exist (§ 02 lists six open seats, while the stage itself names five members), so it has never been executed. Stage 03 names the OSF registry, and /changelog records that the OSF filing has not been done. What this project does instead is freeze a protocol by digest in its append-only record at /research-snapshots.txt before the work it governs begins — a different mechanism, and not a filing on that registry. Stage 04 names a calendar boundary that the current release did not follow: Q4‑2026 was published on 15 September 2026. Stages 01 and 05 are in force. The protocol is left standing as written so that what was promised and what was done can be compared; it is not a description of the process now in use.

01
Proposal
Pre-print posted on the Validation page; rationale and expected impact. Open for ≥ 30 days.
02
SAB review
Written review by ≥ 3 of 5 advisory board members. Minimum 14 days.
03
Pre-registration
Final version locked on OSF registry. Lock period ≥ 7 days.
04
Publication
Change goes live on next quarterly bulletin boundary (1 Jan, 1 Apr, 1 Jul, 1 Oct).
05
Audit
Entry written to audit log with prior & new specification.
§ 04 — Public audit log

Milestones, and where the real record is

Corrected 8 September 2026. This line previously read “The audit log is append-only. The most recent entries are reproduced below.” The five entries below arehand-maintained milestones written into this page, not rows of a log: nothing appends to them, nothing prevents their being edited, and they stop at July 2026. The project does keep a genuine append-only record — every entry dated, never edited after publication, its full-file digest pinned in a checker that fails if a byte of the history changes — and it is published in full at /research-snapshots.txt. That is the audit log. What follows is a summary.

05 Jul 2026
Q3 2026 bulletin published.184 platforms, 18 sectors. 34 score changes across 34 platforms. Biggest mover TSMC +1.37.
Bulletin
04 Jun 2026
Q2 2026 bulletin published.184 platforms scored, 18 sectors. 84 new platforms, 6 new sectors. 10 score changes across 8 platforms.
Bulletin
22 Mar 2026
Pre-registration entry withdrawn.Corrected 19 Sep 2026: this line read "Methodology v3.1 pre-registered on OSF" with the note "Locks weights for FY2026". No OSF registration of this methodology has been located, in the records of this project or on OSF itself, and /changelog records that the OSF filing has not been done. The claim is withdrawn rather than restated. What this project does instead is freeze a protocol by digest in the append-only record at /research-snapshots.txt before the work it governs begins, which is a different mechanism and is not an OSF registration.
Withdrawn
14 Feb 2026
Charter v3.0 effective.Adds five-stage change-control protocol.
Charter
01 Jan 2026
Launch universe scored (Q4 2025).96 platforms across 12 sectors. Corrected 13 Sep 2026: this line said "Q4 2025 bulletin published · 100 platforms"; no bulletin record exists for Q4 2025 and the count was the Q1-2026 figure. The Q4-2025 rows in the quarterly history are a modelled back-projection from Q1-2026 and are labelled as such.
Launch
§ 05 — Conflicts of interest

Disclosed positions, equity, and consulting

Every person with the ability to change a weight or indicator value must disclose equity holdings, employment, or paid consulting with any scored platform.

Disclosing partyRelationshipCounterpartyMitigation
I. Savich (PI)No equity in any scored platformAnnual affirmation
§ 06 — Funding

Where the operating budget comes from

The instrument is operated on the principal investigator’s own resources. Commercial licensing is offered (see /licensing); all data and methods remain free and open under CC BY 4.0. No funding is accepted from any platform the index scores or from any party with an interest in its results.

100%
PI personal capital
Direct contribution from the principal investigator. Documented on the audit log.
§ 07 — Corrections & disputes

If a scored platform believes a value is wrong

Any party may file a Correction Request. Requests are reviewed and adjudicated within 21 calendar days.

Contact

Corrections
ivan.savich@blackholeindex.com
SAB nominations
ivan.savich@blackholeindex.com
ORCID
0009-0003-9542-7022
§ 08 — Sunset clause

What happens if the instrument is wrong

If the rolling four-quarter Spearman ρ falls below 0.50 for two consecutive bulletins, the instrument is placed in review status. If review persists for four quarters, the instrument is retired.

19 September 2026 — Governance amendment. The previously stated rolling four-quarter rank-correlation trigger is not currently computed and will not be reconstructed retrospectively. Until a prospective external-criterion protocol with a pre-declared decision rule exists, review status may change only through an explicit, dated governance decision stating the evidence and rationale. Such a decision is a governance classification, not evidence of external validation.

— End of charter v3.0. Steward: I. Savich. Effective 14 Feb 2026.