Yield Theory standards
Research methodology & disclosures
Yield Theory publishes independent market commentary to help readers understand capital flows, macro conditions, and the risks around an investment thesis. This page explains the standard we aim to apply to every issue and public research page.
Our approach
We start with the forces that move markets: monetary policy, liquidity, earnings, valuation, policy, geopolitics, and sector supply and demand. We then connect those forces to the companies, sectors, and public disclosures most relevant to a specific thesis. The goal is to explain the reasoning, catalysts, risks, and time horizon behind an idea—not to offer a one-line tip.
Facts, analysis, and uncertainty
Markets are uncertain. We distinguish reported facts from our analysis and, where a conclusion depends on limited or conflicting evidence, we say so. Historical returns, company performance, and public disclosures do not guarantee future results. A view may change when the underlying evidence changes.
Sources and dates
Time-sensitive market claims are intended to be read as snapshots. Long-form issues identify their publication date and cite the sources used for material claims, prioritizing primary sources such as company filings, earnings materials, government releases, and official public records where available. Secondary reporting may be used for context and is treated accordingly. Readers should check the source date and the latest primary material before acting on a time-sensitive claim.
Congressional-trade coverage
Our congressional-trade pages discuss publicly available STOCK Act disclosures and related public records. Disclosures can be delayed, reported in dollar ranges, and may relate to a spouse, managed account, or transaction that does not reflect a current view. A disclosure is a data point, not proof of material nonpublic information, and it is never treated as a recommendation to copy a trade.
What this is—and is not
Yield Theory is market research and commentary for informational and educational purposes. It is not personalized investment, legal, tax, or financial advice; it does not take account of your objectives, financial situation, or risk tolerance. Investing involves risk, including loss of principal. Do your own research and consider a qualified professional before making an investment decision.
Reading the research
Start with the open introduction to our approach, then use the investing glossary for the concepts behind each thesis. Our congressional trades tracker, stock research, andcalculators are designed as supporting research tools—not as substitutes for diligence.