Reliable briefing requires source discipline.
This guide defines a practical hierarchy and citation standard for finance-oriented summaries.
Source hierarchy
- Primary: official releases, filings, transcripts, statistical publications.
- Secondary: analysis and commentary summarizing primary information.
- Tertiary: short-form narratives without direct evidence.
Evidence rules
- Key numbers require direct references.
- Interpretation must cite underlying evidence.
- Unverified claims remain in watch status until confirmed.
Common mistakes & fixes
- Mistake: citing commentary for key figures.
- Fix: link primary evidence when available.
- Mistake: unclear claim ownership.
- Fix: attribute each claim source explicitly.
- Mistake: silent interpretation changes.
- Fix: log corrections with rationale.
If you want this done automatically
My Last Newsletter centralizes intake so source verification can happen in one place.
Create your forwarding address
Disclaimers
Informational, not financial advice.