Tendo Economics v3.1: Three-Variable Physical Model — Economic Waste Heat, Solar Radiation, and Cosmic Energy as Composite Timing Index

Extended version of Tendo Economics v3. 0 (DOI: 10. 5281/zenodo. 20263290), adding Appendix D: Three-Variable Physical Model. New findings: Eₜotal composite (Signalness 40% + TempNorm 30% + Solar 30%) vs 72h gold return: r = -0. 076 (not significant — null result reported honestly) Temperature anomaly vs gold return: r = -0. 132, consistent with Recession-Gold-Temperature hypothesis Golden Condition (KOKU ≥100 days + Sig ≥0. 6): N=4, win rate 75. 0% CI: 19. 8%-95. 7% — exploratory only AI infrastructure anomaly: data center expansion decouples waste heat from conventional economic cycles post-2023 May 18, 2026 Eₜotal (0. 821) exceeds all 60 historical observations — structurally unprecedented Recession-Gold-Temperature mechanism: economic contraction reduces waste heat AND drives gold demand via common cause (risk-off) Raw data (60 GOLD events, temperature, gold prices) included as JSON. Pre-registered CSS Event prediction (May 25-30, 2026) remains active. All findings exploratory. No causal claims. Not investment advice.