- Can I identify the sources? Check filings, price dates, datasets and citations. An AI answer may invent sources; a human publisher may selectively present them.
- Is the thesis falsifiable? Look for conditions under which the argument would be wrong, not only reasons it might succeed.
- Who wrote or generated the analysis? Named analysts can be questioned about stated methods, but credentials alone are not proof of skill. AI-generated text also needs human verification.
- Is the work updated? A market idea changes when earnings, valuation, financing conditions or regulation change. Find out whether updates are supplied and in what format.
- What incentives are involved? Consider subscription marketing, affiliate commissions, positions held, paid sponsorships and conflicts of interest.
- Can I actually use this research? Check which markets your broker covers, the amount of time required and whether you can tolerate potential losses. Do not treat someone else's example returns as your likely outcome.
- What exactly am I buying? Distinguish a newsletter, research membership, member-group Q&A, personalized advice and discretionary portfolio management. They are not interchangeable.
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Educational information only; not individualized investment advice. Updated October 22, 2026.