arXiv subjects

Telmo Pérez-Izquierdo

Publications and source records attributed to Telmo Pérez-Izquierdo.

3 recordsLinked to original sources

arXiv2026

Finding patterns of meaning: Reassessing Construal Clustering via Bipolar Class Analysis

Empirical research on \textit{construals}--social affinity groups that share similar patterns of meaning--has advanced significantly in recent years. This progress is largely driven by the development of \textit{Construal Clustering Methods} (CCMs), which group survey respondents into construal clusters based on similarities in their response patterns. We identify key limitations of existing CCMs, which affect their accuracy when applied to the typical structures of available data, and introduce Bipolar Class Analysis (BCA), a CCM designed to address these shortcomings. BCA measures similarity in response shifts between expressions of support and rejection across survey respondents, addressing conceptual and measurement challenges in existing methods. We formally define BCA and demonstrate its advantages through extensive simulation analyses, where it consistently outperforms existing CCMs in accurately identifying construals. Along the way, we develop a novel data-generation process that approximates more closely how individuals map latent opinions onto observable survey responses, as well as a new metric to evaluate the performance of CCMs. Additionally, we find that applying BCA to previously studied real-world datasets reveals substantively different construal patterns compared to those generated by existing CCMs in prior empirical analyses. Finally, we discuss limitations of BCA and outline directions for future research.

cs.SI↗

arXiv2026

Semiparametric Fisher Information in Models parametrized by a Normed Space

This paper studies semiparametric Fisher information in models parametrized by general normed spaces. The main contribution is to establish that positive semiparametric Fisher information is equivalent to the gradient of the parameter of interest lying in the range of the adjoint score operator. This result generalizes a key theorem Van Der Vaart (1991) and provides a unified framework linking differentiability and information, beyond Hilbert spaces. The paper develops a normed-space mean-square-differentiable models for two canonical problems: estimation of the average of a known transformation and estimation of a density at a point. In these applications, it shows that positive information holds if and only if the transformation has finite variance and if and only if the density has positive mass at the evaluation point, respectively. These findings offer a novel information-theoretic perspective on known minimax results and clarify the conditions under which root-n estimation is possible.

math.ST↗

arXiv2026

Automatic Locally Robust GMM with Machine-Learning-Generated Regressors

Machine-learning (ML) methods now routinely generate regressors used in subsequent econometric analyses, for example, estimated propensity scores, control-function residuals, imputed covariates, learned proxies, or low-dimensional embeddings of high-dimensional data. As these ML-generated regressors become ubiquitous, the lack of general inference methods for models that use them has become a critical limitation. Standard plug-in and Double ML procedures ignore how generated regressors enter later stages, leading to large biases and invalid inference. We develop a three-step locally robust GMM framework for inference with ML generated regressors. A key new insight is downstream local robustness: by a functional chain rule, moment functions that are constructed to be orthogonal to the second step eliminate the complicated indirect (conditioning) effects from the ML-generated regressors. We show how to implement this automatically by estimating the associated Riesz representers through cross-fitted auxiliary regressions, allowing for generic non-Donsker ML in both early steps. In leading treatment-effect and counterfactual settings, simulations demonstrate severe bias in existing methods and reductions of 85-95% using our procedures.

econ.EM↗