Consumer / autos#335tier 2experimental liveNew

recall first of model year

cadence: Dailydata: mediumshort only
paper
1988
Source
Borenstein, S. & Zimmerman, M.B. (1988). "Market incentives for safe commercial airline operation." RAND Journal of Economics, 19(3), 397-417.
Read the paper →

What it checks

When a carmaker's brand-new model year has its first recall, we short more aggressively - the market reads it as a real design flaw.

Mechanism

First safety incident on a newly-introduced model reveals previously-unknown design risk; ~2x the negative drift of recalls on mature models.

No production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag, or once a multi-family blend that includes it earns a champion slot.

Signal rule

First-ever NHTSA recall on a (model, model_year) combination -> SHORT auto sponsor T+1; hold 10/20/40 trading days.

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • nhtsa_vehicle_recalls

    NHTSA vehicle recall campaign data mapped to auto manufacturers.

Expected edge

Paper alpha
~2x routine recall
Paper window
T+1 to T+40d

Borenstein-Zimmerman 1988: ~2x routine recall effect on new-model first recalls.

Example tickers where this is likely to fire

Illustrative only — the signal fires based on the live data, not a fixed list.

Related families

Explore recall first of model year on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more