Skip to content
TALAYINSIGHT

Talay Daily Brief

Source universe

Sources are kept in three tiers. The tier determines what a source is trusted for: the figure itself, a counter-reading, or timing. The sources used on a given day are also listed at the end of each issue.

Tier 1

Official and institutional sources

This is where the figure itself comes from. An indicator is taken first from the publication of the institution that produces it; a secondary citation is used only when the primary source cannot be reached, and this is then stated.

Tier 2

Analysis beyond the Atlantic consensus

The layer that counters bias. The reading of Western institutional reports is cross-checked against the publications of these institutions. The aim is not a diversity of opinion but the contradiction between narrative and hard data.

Tier 3

Markets and news

The layer for confirmation and timing. This is where we track when a development happened and how the market priced it; on its own it is not treated as a source of analysis.

Corporate disclosures

  • Company investor relations pages

What we do not do

  • No unverified figure is published; an item that cannot be verified is listed as unverified.
  • No invented book is recommended; author, publisher and year are verified against the publisher's record.
  • No categorical forecasts are made; scenarios carry probability percentages.
  • Western sources are never used on their own; they are cross-checked against readings from beyond the Atlantic consensus.
  • Writing does not begin until the research lines are complete.
  • Every issue states clearly that it is not investment advice.

How the rules are applied: methodology ›