alphagbm-tepper-signal

alphagbm-tepper-signal is a skill for Claude Code, Codex from leecyno1/boutique-skills. It costs 193 tokens per session (1,412 once invoked), scanned A, a copy of alphagbm-tepper-signal, MIT.

A market-panic signal based on the VIX, a measure of expected stock-market volatility, a combined fear score, and company quality checks.

In plain words
What is it for?
Use it to check whether extreme fear and financially stronger large companies meet the signal’s conditions for possible buying research.
Why use it?
It filters out ordinary market declines and identifies conditions that resemble two historical panic periods associated with David Tepper’s buying decisions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to check whether extreme fear and financially stronger large companies meet the signal’s conditions for possible buying research.

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Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/alphagbm-tepper-signal
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 leecyno1/boutique-skills --skill alphagbm-tepper-signal
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

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README.md
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Your own site
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Per session 193 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,412 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.
Origin 100% copy Near-identical to another mod 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 $0.00193 $0.01412
Opus 5 $0.00097 $0.00706
Sonnet 5 $0.00039 $0.00282
Haiku 4.5 $0.00019 $0.00141

Measured 12d ago against content hash 6a3e33c3c994, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

alphagbm-tepper-signal 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 12d 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.

Origin

This is a copy

100% identical to alphagbm-tepper-signal — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/default/alphagbm-tepper-signal/SKILL.md · 129 lines

How it starts

The opening of the file, as written. The whole thing — 129 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AlphaGBM Tepper Panic-Buy Signal

David Tepper made two historic panic-bottom calls: March 2009 ("I'm betting on the Fed") and March 2020 (COVID bottom). Both had identical fingerprints: VIX spiked > 40, multi-indicator fear was maxed, and Tepper loaded quality large-caps (banks 2009, SPY/QQQ 2020).

This skill mechanizes that fingerprint.

The Signal Logic

Three gates must all pass for the signal to arm:

  1. VIX ≥ 35 — extreme fear, not just elevated
  2. FearScore ≥ 80 — multi-indicator panic (reuses existing FearScore module: VIX + IV Rank + RSI + Volume + Put/Call + Consec-Down-Days)
  3. Quality filter — market cap > $50B AND profit margin > 0 (no memes, concept stocks, or pre-revenue small caps)

When all three pass → signal: true, level: armed.

Signal Levels

Level Condition Prescription
armed VIX ≥ 35 AND Fear ≥ 80 🔥 Historic-level buying moment — scale into SPY/QQQ/DIA
watch VIX ≥ 30 OR Fear ≥ 70 ⚡ Approaching — prepare capital, don't act yet
near VIX ≥ 25 OR Fear ≥ 60 Lukewarm — far from Tepper-level panic
cold below Calm — the patience state, which is most of the time

Tepper's own framework includes "do nothing" as a first-class state. Most calls to this endpoint will return cold — that's by design. The value isn't in the signal firing often, it's in never missing a VIX > 40 event.

Why This Is a Separate Skill

alphagbm-fear-score gives the raw panic index. alphagbm-vix-status gives the VIX tier. This skill combines them with Tepper's specific criteria (quality filter + threshold rules) to produce a single yes/no decision.

How to Use

Input:

  • ticker (optional, default SPY) — the quality-filter applies to this ticker

Output:

  • vix, fear_score — the two input signals
  • vix_pass, fear_pass, quality_pass — per-gate booleans
  • signal — final boolean
  • levelarmed / watch / near / cold
  • recommended_etfs["SPY", "QQQ", "DIA"] (quality large-cap universe)
  • advice_zh, advice_en — natural-language prescription

Read the full file on GitHub · 129 lines

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. 12d ago First seen · 129 lines · 193 tokens per session scan A 6a3e33c3c994

Subscribe to this mod's changes

alphagbm-tepper-signal is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 193 tokens to every session and 1,412 once invoked, about $0.0010 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to alphagbm-tepper-signal, differing in 0 lines, and is treated as a copy.

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