queue: pre-register Series 2 (Q12-Q20) targeting unproven book hypotheses

Series 1 (Q01-Q11, exp 33-43) executed and folded into book/CLAIMS.md.
Series 2 covers the remaining HYPOTHESIS rows and open questions:
  Q12 22d label + weekly recompute (untested combo)
  Q13 weekly rebalance reproduction on a 2nd OOS window
  Q14 out-of-universe validation (single-stock panel, needs lake backfill)
  Q15 5-seed vs single-seed clean A/B
  Q16 hmm family as features
  Q17 realized-moments family as features
  Q18 OptimalStopControl clean re-test
  Q19/Q20 martingale-VR + effective-names scripted studies

Each workflow pins one-variable change vs exp-26 reference and acceptance.
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# QUEUE-20 — Effective independent names in the 50-ETF book (no qrun)
**Status:** QUEUED · **Priority:** P2 · **Effort:** ad-hoc script under `book/data/`
## Hypothesis (settle)
The 50-ETF book has only ~4 effective independent names (CLAIMS.md HYPOTHESIS,
chat-derived eigenvalue analysis, pre-reset). This is a concentration/diversification
claim with direct sizing relevance; verify it on the clean lake.
## Method (persist everything under `book/data/evidence/q20-effective-names/`)
1. Load the 50-ETF panel 1d returns from the lake for the test window 2026-01-04..2026-08-10.
2. Standardize returns; compute the correlation matrix and its eigendecomposition.
3. Count eigenvalues above the Marchenko–Pastur bound (N=50, T≈150) and report the
cumulative-variance share of the top k components.
4. Effective-rank measures: participation ratio `(Σλ)² / Σλ²` and cumulative 80%
variance count.
5. Write `eigenanalysis.csv` + a one-page summary.
## Acceptance
- If effective rank ≈ 4 (top-4 explain ~80%+ variance), the concentration claim is
PROVEN and feeds chapter 08 sizing guidance (why topk 10→20 adds no breadth).
- If effective rank is much larger, mark the claim REFUTED.