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smj-data-analysis

Use when estimating models and defeating endogeneity for a Strategic Management Journal (SMJ) manuscript — the single highest bar at SMJ. Executes and stress-tests the identification design from smj-methods; it does not design the study or build exhibits.

Strategic-Management-Journal-Skills/skills/smj-data-analysis/SKILL.md

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# Data Analysis & Endogeneity (smj-data-analysis)

## When to trigger

- You have a performance regression with no endogeneity / reverse-causality treatment
- DID, IV, matching, or a selection model is chosen but not yet stress-tested
- Reviewers will ask "how do you know this is causal and not selection?"
- You need to plan the mechanism test and the robustness battery

## The SMJ endogeneity mandate

Performance regressions with **unaddressed endogeneity or reverse causality are the #1 SMJ rejection reason.** Treat causal identification as a first-class part of the paper, not a footnote. The reviewer's mental model: *firms that make this strategic choice are different in ways that also affect performance.* You must close that door explicitly.

SMJ codifies this in Bettis, Gambardella, Helfat & Mitchell (2014), "Quantitative empirical analysis in strategic management," *SMJ* 35(7): 949–953: acknowledge endogeneity, make a good-faith effort to address it, and avoid **data snooping / p-hacking**. Report **economic magnitudes**, not just stars. SMJ will publish well-designed studies that report **null results** — so do not suppress a theory-relevant null.
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