S-Tier
今天必读 · 2000-3000字深度分析S · 20
What the Big Mac index reveals about a global currency beef
Sources: Shashank Joshi - War Room
S · 22
War doesn’t slow down American consumers
Sources: Matt Levine - Money Stuff
S · 18
Opinion: Best of the Web - How About a Reagan-Style Reconciliation?
Sources: Emma Tucker - 10-Point
S · 22
Money Stuff: The Situation Deteriorated
Sources: Matt Levine - Money Stuff
S · 16
How Invisible Text Turned Claude, Operator, and Copilot Against Their Users
Sources: Unknown Source
S · 19
The Cockroach revolution
Sources: The Barron's Daily
S · 19
How Much will the Fannie & Freddie Conforming Loan Limit Change for 2027?
Sources: WSJ What's News
S · 17
Register Now: The Insider's Guide To Living, Retiring And Working Abroad
Sources: FT One Must-Read
S · 20
🐬 Axios Pro Rata: Dolphin dollars
Sources: Dan Primack - Axios Pro Rata
S · 20
$15B in 12 Weeks: The Kimi K3 Playbook
Sources: Import AI
S · 23
AI #179 Part 1: A Louder Fire Alarm for General Intelligence
Sources: The Transcript
S · 16
It's No Longer About Who You Know. It's About Who Knows You.
Sources: War on the Rocks
S · 19
The Morning Download: The Context Behind Microsoft Copilot
Sources: US in Brief
S · 19
The fight against inflation
Sources: US in Brief
S · 14
Chip chills
Sources: WSJ What's News
S · 21
Iran conflict spreads across Middle East
Sources: Matt Levine - Money Stuff
S · 18
WSJ Politics: What Fauci Pleading the Fifth 100+ Times Tells Us About 2026
Sources: WSJ Politics
S · 19
Zuckerberg leaves out the details
Sources: Matt Levine - Money Stuff
S · 21
The Morning Ledger: Split at the Fed
Sources: Emma Tucker - 10-Point
S · 15
The US in Brief: Fauci pleads the Fifth
Sources: US in Brief
S · 16
‘Wiped out’
Sources: WSJ What's News
S · 22
Markets Ride a Roller Coaster of Fed Confusion and AI Hope After Savage Selloff
Sources: The Barron's Daily
S · 20
Death of an Irish Troubadour
Sources: Emma Tucker - 10-Point
S · 24
China's Other Minerals Monopoly
Sources: ChinaTalk
S · 17
🔥 Markets A.M.: These Companies Are Cooking With Gas
Sources: Emma Tucker - 10-Point
S · 22
Whose economy? Mega car carriers. Politically ambiguous dance & "you already have the face".
Sources: WSJ Markets A.M./P.M.
S · 22
Why did South Korean stocks just crash?
Sources: Noahpinion - Noah Smith
S · 18
The 10-Point: The Rise of $1M Companies with One Employee
Sources: Emma Tucker - 10-Point
S · 18
How Trump made America less popular than China
Sources: The Transcript
S · 16
CEO Brief: The CMO With Her Eye on the CEO Job
Sources: Emma Tucker - 10-Point
S · 17
Fresh attacks
Sources: Matt Levine - Money Stuff
S · 22
☕️ Steady on
Sources: Morning Brew
S · 15
The case against homeownership
Sources: The Transcript
S · 21
🍋 The SaaSpocalypse Buying Opportunity
Sources: Short Squeez
S · 17
The Triumvirate of Happiness amid Two Wars, One Continuum
Sources: Unknown Source
S · 12
Today's Wall Street Journal Print Edition
Sources: Emma Tucker - 10-Point
S · 23
Warsh needs to do better than ‘I won’t tell you’
Sources: Matt Levine - Money Stuff
S · 20
In Today's Paper: July 30, 2026
Sources: Emma Tucker - 10-Point
S · 23
Highlights From The Discourse On The Hugging Face Incident
Sources: Emma Tucker - 10-Point
S · 15
Daily papers of 29 Jul 2026
Sources: The Barron's Daily
S · 22
Review & Preview: Warsh’s Credibility
Sources: The Barron's Daily
S · 20
💻 Microsoft: The Open-Weight Hedge
Sources: War on the Rocks
S · 18
Vibe Coding Interviews for PMs: Complete Guide
Sources: WSJ Markets A.M./P.M.
S · 15
A Severe Punishment in a Surreal Drug Case
Sources: The Barron's Daily
S · 18
Meta Stock Sinks 10% as Earnings Raise New Worries...
Sources: The Barron's Daily
S · 12
Personal Finance Daily: ‘Love Island USA’ winners are spending their $100,000 prize money in a very relatable way
Sources: Import AI
S · 21
Correction territory
Sources: Matt Levine - Money Stuff
S · 17
Tech:NYC Digest: July 29
Sources: Unknown Source
S · 23
Three dissents
Sources: Matt Levine - Money Stuff
S · 13
Meta Stock Slides As Investors Question AI Costs
Sources: Emma Tucker - 10-Point
S · 13
Meta Stock Slides As Investors Question AI Costs
Sources: Emma Tucker - 10-Point
S · 18
Oil-rich Guyana may be falling into a trap
Sources: Matt Levine - Money Stuff
S · 22
Today on Lawfare: July 29, 2026
Sources: The Economist Today
S · 14
After the Bell: Microsoft earnings are out and the stock is rising. Here's what investors need to know.
Sources: Import AI
S · 14
Your Reading List: The Myth of the Food Desert & more
Sources: WSJ What's News
S · 21
Simply Science: Quantum computers and superheroes
Sources: Shashank Joshi - War Room
S · 16
Markets on Hold
Sources: Bloomberg Markets
S · 16
America has become an entrepreneur’s paradise
Sources: Shashank Joshi - War Room
S · 23
You ask, I answer (again)
Sources: GZERO Daily
S · 12
AI writes your code. Who reviews it?
Sources: Import AI
S · 16
America has become an entrepreneur’s paradise
Sources: Shashank Joshi - War Room
S · 19
Federal Reserve issues FOMC statement
Sources: FOMC Statement
S · 16
Executive Order 14416: Restoring Trust in the Smithsonian Institution
Sources: Federal Register - Executive Orders
A-Tier
值得认真读 · 800-1200字解读A · 11
A smarter way to search the news
Sources: Shashank Joshi - War Room
A · 11
Becoming an AI-native telco: Indosat Ooredoo Hutchison reimagines the telecom of the future
Sources: McKinsey
A · 10
Lawfare Live: The Trials of the Trump Administration, July 31
Sources: Unknown Source
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 10
The latest from Al Root
Sources: The Barron's Daily
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 10
AI in the Australian for-purpose sector: Laying a strong foundation
Sources: McKinsey
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 11
Latest in Artificial Intelligence: Meta’s Case for Its AI Spending Keeps Getting Weaker
Sources: Emma Tucker - 10-Point
A · 9
Latest in Artificial Intelligence: The Million-Dollar Talent Wars for 20-Something Math Geniuses
Sources: Emma Tucker - 10-Point
A · 9
The latest from Greg Ip
Sources: Emma Tucker - 10-Point
A · 10
Markets morning briefing: Shell posts second-highest profits ever as traders cash in on Iran disruption...
Sources: US in Brief
A · 10
International morning headlines: Winner of US-China AI rivalry falls 10% in Hong Kong debut...
Sources: US in Brief
A · 10
World News: Digital avatar of Jair Bolsonaro tests Brazil’s AI election rules ...
Sources: US in Brief
A · 11
In Today's FT: Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout...
Sources: US in Brief
A · 11
Latest in Artificial Intelligence: Meta Stumbles as Tech Investors Demand Better Answers on AI Spending
Sources: Emma Tucker - 10-Point
A · 10
🗓️ The Intellectualist is going live on Jul 30 at 7:00 AM PDT: “History of the Present welcomes Aaron Rupar”
Sources: The Transcript
A · 9
Latest in Artificial Intelligence: The Rise of Million-Dollar Companies With Just One Employee
Sources: Emma Tucker - 10-Point
A · 9
The latest from The Editorial Board
Sources: Emma Tucker - 10-Point
A · 9
The latest from The Editorial Board
Sources: Emma Tucker - 10-Point
A · 9
The latest from The Editorial Board
Sources: Emma Tucker - 10-Point
A · 9
The latest from The Editorial Board
Sources: Emma Tucker - 10-Point
A · 11
Opinion: Best of the Web - And You Thought Hunter’s Pardon Was Biden’s Most Disgraceful
Sources: Emma Tucker - 10-Point
A · 9
The latest from Al Root
Sources: The Barron's Daily
A · 9
Latest in Artificial Intelligence: Meta Hits Record Sales, but Stock Slides on AI Costs
Sources: Emma Tucker - 10-Point
A · 11
Latest in Artificial Intelligence: Microsoft Beats Wall Street Expectations, With 31% Jump in Profits
Sources: Emma Tucker - 10-Point
B-Tier
有价值但不紧急 · 200-400字摘要B · 8
World News: Postcard from Morocco: learning to surf in a remote fishing town ...
Sources: US in Brief
B · 8
Live video with The Intellectualist and Lincoln Square now: History of the Present welcomes Aaron Rupar
Sources: Unknown Source
B · 8
US economy grew at 1.5% rate in second quarter
Sources: WSJ What's News
B · 8
“Claire Cui” mentioned by “Pim Haselager”
Sources: Import AI
B · 8
The name "Claire Cui" is mentioned by a well-known author on Academia
Sources: Import AI
Radar
知道就行 · 一句话+链接Podcasts
今日新 episodes 的结构化摘要Money Talks: What is Sanaenomics?
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_011CdYofvJiSo5aAaTu4seU2'}]
The Daily Alert
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_011CdYofvkWM3CK3Q5tuzW1C'}]
The World in Brief: America strikes back against Iran
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_011CdYog1dScqN8xpM3qMgci'}]
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_011CdYogRgoAwLEuCWiTn2Ca'}]
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。
预测日期：2026-04-02 · 验证日期：2026-12-31
状态：
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。
预测日期：2026-04-02 · 验证日期：2027-06-30
状态：
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。
预测日期：2026-04-02 · 验证日期：2026-12-31
状态：
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。
预测日期：2026-04-02 · 验证日期：2027-06-30
状态：