METHOD

Methodology

Apr 5, 20261 min read
Methodology

We don't use proprietary black boxes. We use public and commercially available sources, combined with structured analysis and clear assumptions. Every report explains what we looked at and how we reached our conclusions.

Our methodology is simple to state and hard to do well: observe, correlate, and report. We don't use proprietary black boxes. We use public and commercially available sources, combined with structured analysis and clear assumptions. Every report explains what we looked at and how we reached our conclusions. Principles Transparency - Sources and reasoning are visible. Uncertainty - We label confidence levels and alternative readings. No advocacy - We describe; we don't recommend. This approach doesn't scale to thousands of "insights" per day. It scales to a small number of reports that are worth reading.

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