Skill Claude CodeCodex
Analyze an investment through Stanley Druckenmiller's asymmetric-opportunity lens. Use when the analysis should focus on growth, momentum, sentiment, macro or narrative inflection, catalyst paths, downside control, and whether the opportunity offers enough upside asymmetry to justify acting with conviction while…
Skill Claude CodeCodex
Analyze an investment through Warren Buffett's long-term quality-and-value lens. Use when the analysis should stay inside circle of competence, emphasize moat, management quality, financial strength, intrinsic value versus price, and durable long-term compounding rather than short-term trading narratives or…
Skill Claude CodeCodex
Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology, risk asymmetry, and reflexive feedback loops between price, narrative, financing, and fundamentals. Use when an agent…
Skill Claude CodeCodex
Package investing analysis into a publishable financial-report style with institutional section flow, thesis framing, valuation context, catalysts, risks, tables, and financial charts. Use when an agent needs to turn existing research into a broker-style or professional finance report for equities, crypto, credit…
Skill Claude CodeCodex
Design, evaluate, and challenge quantitative investment ideas using an integrated research workflow that covers factor and asset-pricing logic, signal generation, signal validation, backtesting, overfitting defense, technical-analysis signals, data hygiene, risk modeling, and performance attribution. Use when an agent…
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