juglar-cycle-stock-stage

juglar-cycle-stock-stage is a skill for Codex from haskaomni/serenity-skill. It costs 99 tokens per session (2,231 once invoked), scanned A, original, MIT.

An analysis framework that places a listed company and its industry in stages of the Juglar cycle, a long-term cycle of investment in buildings, equipment, and other fixed assets.

In plain words
What is it for?
It helps assess a company's cycle stage, probabilities, supporting and opposing evidence, signals of change, and possible investment implications.
Why use it?
It separates business investment conditions from share-price stories and shows what evidence could move the assessment to another stage.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit It helps assess a company's cycle stage, probabilities, supporting and opposing evidence, signals of change, and possible investment implications.

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Install with agentmods
npx agentmods add skills/haskaomni/serenity-skill/juglar-cycle-stock-stage
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add haskaomni/serenity-skill --skill juglar-cycle-stock-stage
Clone the repo
git clone --depth 1 https://github.com/haskaomni/serenity-skill

Made for: Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for juglar-cycle-stock-stage

README.md
[![agentmods](https://agentmods.dev/badge/skills/haskaomni/serenity-skill/juglar-cycle-stock-stage/github.svg)](https://agentmods.dev/skills/haskaomni/serenity-skill/juglar-cycle-stock-stage)
Your own site
<a href="https://agentmods.dev/skills/haskaomni/serenity-skill/juglar-cycle-stock-stage"><img src="https://agentmods.dev/badge/skills/haskaomni/serenity-skill/juglar-cycle-stock-stage/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for juglar-cycle-stock-stage

Your own site · 80×15
<a href="https://agentmods.dev/skills/haskaomni/serenity-skill/juglar-cycle-stock-stage"><img src="https://agentmods.dev/badge/skills/haskaomni/serenity-skill/juglar-cycle-stock-stage.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,231 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00099 $0.02231
Opus 5 $0.00049 $0.01115
Sonnet 5 $0.00020 $0.00446
Haiku 4.5 $0.00010 $0.00223

Measured 13d ago against content hash 1a5943ebf484, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

juglar-cycle-stock-stage scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 13d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/juglar-cycle-stock-stage/SKILL.md · 193 lines

How it starts

The opening of the file, as written. The whole thing — 193 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Juglar Cycle Stock Stage

Core Principle

Judge the company's Juglar cycle position from the industry fixed-asset investment cycle first, then the company's own operating phase second. Do not classify from share price, PE, or narrative alone.

Use the framework to answer:

Where are the company and its core industry in the fixed-asset investment cycle, and what evidence would move the judgment to the next phase?

Treat outputs as research analysis, not personalized investment advice. For latest/current scoring, verify market price, filings, earnings, guidance, industry supply-demand, capex plans, inventory, ASP, backlog, and estimate revisions from current sources before making time-sensitive claims.

Required Inputs

Required input: a ticker or clearly identifiable listed company.

Optional user inputs:

  • market: US, HK, A股, 台股, 日股, 韩股, etc.
  • horizon: 6 months, 12 months, 24 months, or 3-5 years
  • cost basis or position size for risk framing only; do not let it affect cycle classification

If the ticker is ambiguous, identify the most likely listed company and state the assumption. Ask only when multiple candidates are genuinely plausible and the wrong choice would change the analysis.

Required Evidence

Collect and separate industry-cycle evidence from company-specific evidence:

  • demand: orders, shipments, backlog, book-to-bill, utilization, customer capex, downstream demand
  • price / ASP: product pricing, contract prices, commodity prices, discounting, pricing power
  • profitability: gross margin, operating margin, EPS, loss/profit inflection, operating leverage
  • capex: company capex, peer capex, industry capacity announcements, fab/plant/vessel/equipment orders
  • inventory: company inventory, channel inventory, customer inventory, days inventory, destocking/restocking
  • capacity pressure: new capacity timing, utilization, supply bottlenecks, lead times, future overcapacity risk
  • customer behavior: rush orders, long-term agreements, replenishment, order deferrals, price pressure, cancellations
  • capital-market reaction: price trend, valuation, estimate revisions, sentiment, whether stock pricing is ahead of cycle evidence

Read the full file on GitHub · 193 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 13d ago First seen · 193 lines · 99 tokens per session scan A 1a5943ebf484

Subscribe to this mod's changes

juglar-cycle-stock-stage is a skill published in the GitHub repository haskaomni/serenity-skill (632 stars, last pushed 1mo ago), licensed MIT. It adds 99 tokens to every session and 2,231 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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