1
Source incentive
Does the source need views, sales, subscriptions, client flow or a house view? Incentive is not proof of bias, but it needs labelling.
2
Evidence quality
Claims score higher when they reference verifiable data such as yields, ETF flows, COT, premiums, inventory, filings or official reports.
3
Market confirmation
If YouTube is bullish but miners, ETF flows, spreads and price action disagree, the briefing flags a confirmation gap.
4
Hype language
Urgent, emotional and absolute language is scored separately from calm, conditional analysis.
5
Historical behaviour
Over time, sources could earn a credibility score based on whether they consistently inform or consistently exaggerate.
6
Human review
The best production version should allow editorial review before paid briefings go out.
Daily evidence stack
| Layer | Examples | Why it matters |
|---|---|---|
| Market price | Gold, silver, GDX, GDXJ, ratio | Shows whether the narrative is being confirmed |
| Macro | DXY, US yields, oil, inflation expectations | Explains pressure or support around precious metals |
| Physical | Dealer premiums, buyback spreads, availability | Separates paper price from real buying cost |
| Positioning | ETF flows, futures, COT | Shows whether capital is entering or leaving |
| Commentary | YouTube, banks, dealers, market sites | Reveals narrative heat and potential crowding |