Skill Claude CodeCodex
Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis validation.
Skill Claude CodeCodex
Use when evaluating Ed Seykota-style systematic trend following: mechanical rules, long-term trend capture, small losses, position sizing, whipsaw tolerance, and emotional discipline.
Skill Claude CodeCodex
Use when evaluating macro trends through Shi Hanbing's interest-analysis (利益分析法) lens: trace who benefits from what policy, follow the money, and predict macro direction from incentive structures.
Skill Claude CodeCodex
Use when evaluating Jim Simons / Renaissance-style quantitative strategies: many weak signals, statistical validation, signal decay, portfolio construction, execution cost, and model risk.
Skill Claude CodeCodex
Use when evaluating macro dislocations, reflexive feedback loops, policy shifts, positioning squeezes, and asymmetric bets in a George Soros style.
Skill Claude CodeCodex
Use when evaluating Spruce Point-style accounting and governance shorts: earnings quality, cash conversion, aggressive adjustments, acquisition accounting, and capital-allocation red flags.
Skill Claude CodeCodex
Use when evaluating A-share short-term technical setups through Tang Nengtong's classic TA lens: volume-price relationships, moving average systems, breakout signals, and short-term momentum entry/exit.
Skill Claude CodeCodex
Use when evaluating John Templeton-style global contrarian value: buy at points of maximum pessimism, search worldwide, and demand a large discount to long-term value.
Skill Claude CodeCodex
Use when evaluating David Tepper-style distressed macro opportunities: crisis assets, policy backstops, capital structure, bank/credit stress, and asymmetric recovery trades.
Skill Claude CodeCodex
Use when evaluating Richard Dennis / Turtle Trading-style breakout systems: Donchian channels, ATR/N-unit sizing, pyramiding, portfolio heat, and fully rule-based trend following.
Skill Claude CodeCodex
Use when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.
Skill Claude CodeCodex
Use when evaluating Prem Watsa / Fairfax-style value investing: insurance float, contrarian allocation, special situations, and conservative downside-focused capital allocation.