S-Tier
今天必读 · 2000-3000字深度分析S · 20
Earnings, Fed Hopes Leave Markets in a Zen State. What Could Break It.
Sources: The Barron's Daily
S · 21
The Rise of China’s Electric Vehicle Industry
Sources: ChinaTalk
S · 18
Japan’s slowdown risks
Sources: Unknown Source
S · 18
☕️ Major shift
Sources: Morning Brew
S · 20
🍋 Jane Street’s Winning Run Ends
Sources: Short Squeez
S · 22
Markets are serene in their summer Sargasso Sea
Sources: John Authers
S · 19
The beauty in uniting against data centers
Sources: Bloomberg Opinion
A-Tier
值得认真读 · 800-1200字解读A · 17
ChinAI #371: Quiet Goodbyes, Switching Platforms, and Confrontation: Reactions to China's AI Companion Regulations
Sources: Unknown Source
A · 14
The Morning Ledger: New KPMG Data on SEC Plan
Sources: Unknown Source
A · 16
Nvidia backstops pricey AI chips
Sources: Bloomberg Technology
A · 14
Energy Plays After the War
Sources: Unknown Source
A · 14
The US in Brief: Todd Blanche declares non-independence
Sources: Unknown Source
A · 15
The World in Brief: Jared Kushner meets Hamas
Sources: The World in Brief
A · 13
Trump curbs South Korea drills
Sources: Unknown Source
A · 17
🏚️ Markets A.M.: Home Improvement’s Hangover Could Last
Sources: WSJ Markets A.M./P.M.
A · 17
The 10-Point: Iran’s Secret Plan to Escalate War With U.S.
Sources: Emma Tucker - 10-Point
A · 17
CEO Brief: When Your Direct Reports Are Also CEOs
Sources: Alan Murray - CEO Brief
A · 14
In Today's Paper: August 17, 2026
Sources: Unknown Source
A · 16
Under Trump, the United States Is Accommodating America’s Adversaries and Undermining Its Allies—At a Dangerous Mo…
Sources: Unknown Source
A · 13
Wisereads Vol. 156 — Don't Be Evil by Claire Stapleton, Netflix CPTO on AI and the future of product and tech roles, and more
Sources: Unknown Source
A · 13
Ceasefire teeters
Sources: Unknown Source
A · 16
Can Nvidia Afford Its Customers?
Sources: WSJ Technology
A · 16
Chartbook 467 "Mad dogs and ...": Heatwave economics - summer 2026
Sources: Unknown Source
A · 15
Make room for fiction this summer
Sources: McKinsey
A · 17
Opinion: Customising babies
Sources: Unknown Source
A · 15
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
Sources: Lenny's Newsletter
A · 14
Rachel Cusk’s Protest Against Personhood
Sources: The New Yorker Daily
B-Tier
有价值但不紧急 · 200-400字摘要B · 6
The latest from Al Root
Sources: Unknown Source
B · 12
WSJ Politics: Pentagon Rotates Aircraft Carriers, Showing Toll of the Iran War
Sources: WSJ Politics
B · 12
Europe runs dry
Sources: FT Edit
B · 11
Woke 1 is dead. We’ve learned nothing.
Sources: Matthew Yglesias
B · 7
Latest in Artificial Intelligence: AI Has Plunged the Book Publishing Industry Into Utter Chaos
Sources: Unknown Source
B · 9
Today's Wall Street Journal Print Edition
Sources: Unknown Source
B · 9
International morning headlines: Japan’s 10-year bond yield hits three-decade high...
Sources: FT Briefing
B · 9
In Today's FT: Donald Trump says US will scale back military drills with South Korea...
Sources: FT Briefing
B · 6
World News: California billionaires add millions to bolster fight against wealth tax...
Sources: FT Briefing
B · 10
‘Spider-Man’ Races to the $2 Billion Mark, Snaring Sony’s Highest-Selling Movie...
Sources: Unknown Source
B · 7
The latest from The Editorial Board
Sources: Unknown Source
B · 7
The latest from The Editorial Board
Sources: Unknown Source
B · 7
The latest from The Editorial Board
Sources: Unknown Source
B · 7
The latest from The Editorial Board
Sources: Unknown Source
B · 8
The hyping of Anthropic’s IPO
Sources: Unknown Source
B · 7
1 day left: save 50%
Sources: Unknown Source
B · 13
In praise of designer-ish babies
Sources: The Economist Today
B · 13
In praise of designer-ish babies
Sources: The Economist Today
B · 9
Well Informed: Stand or sit at your desk?
Sources: Unknown Source
B · 7
The latest from Al Root
Sources: Unknown Source
B · 9
Latest in Artificial Intelligence: How AI Models From OpenAI and Anthropic Went Rogue
Sources: Unknown Source
B · 5
Latest in Artificial Intelligence: Video: How OpenAI's and Anthropic's AI Models Went Rogue
Sources: Unknown Source
B · 5
Latest in Artificial Intelligence: Video: How OpenAI's and Anthropic's AI Models Went Rogue
Sources: Unknown Source
B · 13
From Ballroom to ‘Military Complex’
Sources: WSJ What's News
B · 13
From Ballroom to ‘Military Complex’
Sources: WSJ What's News
B · 9
Well Informed: Stand or sit at your desk?
Sources: Unknown Source
B · 5
World News: Don’t dismiss the mini-middle powers...
Sources: FT Briefing
B · 7
Latest in Artificial Intelligence: Why I Told My Chatbot to Stop Kissing Up to Me
Sources: Unknown Source
B · 10
Can Zack Polanski do a Mamdani?
Sources: Unknown Source
B · 9
Can Zack Polanski do a Mamdani?
Sources: Unknown Source
Radar
知道就行 · 一句话+链接Podcasts
今日新 episodes 的结构化摘要Where the Dining Hall Never Closes
核心论点
[API Error: Error code: 400 - {'type': 'error', 'error': {'type': 'invalid_request_error', 'message': 'Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.'}, 'request_id': 'req_011Ce8HKxLagLktpNPYaSFD4'}]
Latest in Artificial Intelligence: Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems
核心论点
[API Error: Error code: 400 - {'type': 'error', 'error': {'type': 'invalid_request_error', 'message': 'Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.'}, 'request_id': 'req_011Ce8HL4adFgq3eP5EAjKgC'}]
Daily Synthesis
信号串联 · 因果地图 · Claire 的认知更新Signal Threading
[API Error: Error code: 400 - {'type': 'error', 'error': {'type': 'invalid_request_error', 'message': 'Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.'}, 'request_id': 'req_011Ce8HLGGb1ttzAErLu1i3z'}]
Causal Map Update
—
Claire's Briefing
Cognitive Update:
—
Investment Lens Shift:
—
Signals to Monitor:
—
Calibration Dashboard
预测追踪 · 准确率校准 · 偏差分析
验证中
US-Iran conflict ends in an unexpectedly absurd/farcical manner
战争的结束方式往往不符合开战时的叙事逻辑。美伊双方的domestic politics压力、中间人的利益博弈、以及战场上的意外事件，大概率导致一个'双方都宣布胜利但没人知道到底赢了什么'的荒诞结局。
预测 2026-04-02 · 验证 2026-12-31
geopolitics◐
验证中
USD significant depreciation post-war (DXY drops below 95)
战争开支 + 财政赤字扩大 → 美债供给压力 → 外国央行减持美债 → 美元结构性走弱。战争期间美元因避险需求暂时走强，但一旦地缘风险消退，market会重新定价美国的fiscal trajectory。
预测 2026-04-02 · 验证 2027-06-30
macro_fx◐
验证中
Gold continues upward trajectory (breaks $3,500/oz)
黄金的上涨不仅是避险需求，更是全球货币体系信任度下降的结构性反映。央行购金、去美元化、地缘不确定性三重驱动。即使战争结束，央行购金趋势不会逆转。
预测 2026-04-02 · 验证 2026-12-31
commodities◉
验证中
RMB appreciates vs USD (USD/CNY drops below 6.8)
美元走弱的镜像 + 中国在中东调解中的geopolitical capital积累 + 人民币国际化进程加速（石油人民币结算扩大）。中国经济虽有结构性问题，但相对于美国的fiscal deterioration，人民币有升值空间。
预测 2026-04-02 · 验证 2027-06-30
macro_fx○