RMFU Desk

Research quality

Brief quality as compound interest

A bad brief taxes everyone downstream: PMs trade on stale headlines, risk chases ghosts, and compliance inherits ambiguous sourcing. A good brief is engineered: explicit ordering, time semantics on every non-obvious claim, one accountable editor per cycle, and diffs that show what changed since yesterday. Compounding arrives when juniors learn that ‘tight’ means respect for reader attention, not shorter word counts.

The tax of narrative sprawl

Unbounded briefs become wallpaper. Caps force prioritization: if everything is critical, resilience training atrophies.

Ordering economics: readers skim top-down under clock pressure. Place the two decisions today’s tape could force above analytical backfill.

A useful cap pattern: five macro, five micro, three event risks, two liquidity or funding notes—adjust to mandate, publish the schema.

Structure that scales

Macro, credit, equities, events—pick lanes that match your mandate. Cross-links to desk objects beat pasted paragraphs from twelve chats.

Stable section ids help machine diffs and push notifications—‘section moved’ should not break subscriptions weekly.

Editor rotation

Rotate the pen weekly with overlap day for handoff. Document style guide in ten bullets, not fifty.

Outgoing editor owes a ‘known sharp edges’ note: which names are disputed, which data is flaky, which PMs need a call not a bullet.

Sourcing rules

Every non-obvious claim gets a link or citation id. ‘Sources tell us’ without a handle is gossip, not research.

If you cannot source it before the bell, mark it explicitly as hypothesis—surprise in Q&A is expensive.

Conflict and dissent

Surface disagreements as alternate scenarios with owners—burying dissent guarantees blown-up meetings later.

Name the observable that would resolve the fork (‘if CPI core prints above X, retire scenario A’). Foggy forks re-litigate forever.

Metrics

Time-to-read, skip rate by section, and post-brief question volume in chat—if questions explode, the brief failed clarity.

Track ‘brief-driven trades’ qualitatively once a week; if nobody cites it, you are producing homework, not edge.

Client-facing extracts

Never forward internal brief wholesale; extract with provenance and legal review where MNPI touches.

Template extracts with checklist: stripped handles, revised timestamps, disclaimer block, replay links only where appropriate.

Retirement rituals

Kill recurring sections that nobody opened for thirty days—ceremonial content trains cynicism.

Quarterly ‘section obituary’: retire one heading with data on why it died—celebrates editorial courage.

Public desk routes referenced above

Same URL discipline applies after you authenticate—bookmarkable paths, no tenant data on these pages.

  • Operating rhythm Template language for stages, owners, and completion rules in a mandatory morning loop.
  • Product atlas Route-level map so reviewers can open the exact module that produced a figure.
  • Guides Pair public guides with internal SOPs so training points at one narrative spine.
  • Guided product tour Orient sponsors and new analysts on module boundaries before you encode them in a mandatory loop.
  • Service status Public narrative around uptime; align its claims with what engineering will defend in postmortems.

Operator toolkits

Checklists and scripts you can lift into runbooks, vendor RFPs, or board appendices.

Editorial operations perspective; adapt to your information barrier rules.

Three-minute mental model

RMFU is one surface for reading (brief + pulse), remembering (library + drills), and stress-testing (risk, macro, scenarios). Sign in to reach your tenant desk; this public site is the story, not the datastore.

Open the full guided tour → (recommended instead of this short blurb).

Use Open desk when you already have access — you will authenticate at the gate like any other protected route.

Sign in

Live calculators vs. marketing

After sign-in, /tools hosts shareable one-page calculators (NPV, payback, Kelly, and more). This public tools hub explains what exists for crawlers and prospects.

Open desk

Why drills matter

Bookmarks decay. RMFU uses short, spaced repetitions so vocabulary and frameworks stay retrievable when you are in front of a committee or a live tape — not only when you are reading alone.

Nudge inputs

Edit fields, then Apply & refresh (or use on the card). Same payload as the public demo API.

Last response JSON

app/engines/tools/service.py

Leading lines of the real module (marketing excerpt).

"""Operator pocket tools — small pure functions used by /tools.

Each function returns a dict with the inputs echoed back, the result, and a
short interpretation sentence (in casual exec tone).
"""
from __future__ import annotations

from dataclasses import dataclass
import math
from typing import Iterable


# -------- IRR / NPV ---------------------------------------------------------

def npv(rate: float, cashflows: list[float]) -> float:
    return sum(cf / ((1 + rate) ** t) for t, cf in enumerate(cashflows))


def npv_rate_sensitivity(rate: float, cashflows: list[float], bump: float = 0.01) -> dict:
    """±bump hurdle NPV and approximate $ / 1% change in NPV (last period scale)."""
    base = npv(rate, cashflows)
    up = npv(rate + bump, cashflows)