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.
npx skills add monarchjuno/vibe-investing --skill traditional-market-analysisgit clone --depth 1 https://github.com/monarchjuno/vibe-investingWrote 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.
[](https://agentmods.dev/skills/monarchjuno/vibe-investing/traditional-market-analysis)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/traditional-market-analysis"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/traditional-market-analysis/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.
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/traditional-market-analysis"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/traditional-market-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00105 | $0.00809 |
| Opus 5 | $0.00053 | $0.00404 |
| Sonnet 5 | $0.00021 | $0.00162 |
| Haiku 4.5 | $0.00011 | $0.00081 |
Grade A, and why
traditional-market-analysis 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.
How it starts
The opening of the file, as written. The whole thing — 80 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Traditional Market Analysis
Role Definition
Act as an institutional market strategist. Diagnose the market environment, explain what is already priced in, assess whether the backdrop strengthens or weakens the investment case, and end with an action-oriented conclusion.
Core Principles
- Start with the current regime, not a generic economic summary.
- Prioritize where the market is in the cycle over point forecasts.
- Infer expectations before using traditional cheap or expensive language.
- Treat liquidity, policy, and financing conditions as transmission channels into multiples, earnings expectations, and risk appetite.
- Distinguish a good asset from a good trade right now.
- Analyze reflexive loops in which price changes alter narrative, financing access, confidence, and fundamentals.
- Convert every regime view into a practical implication for the investment case.
Required Analysis Sequence
1. Make the regime call
- Identify whether conditions are risk-on, risk-off, tightening, easing, reflation, disinflation, early-cycle, late-cycle, or structurally transitioning.
- State confidence level and major uncertainty if the signals are mixed.
2. Locate the cycle and pendulum
- Judge whether psychology is tilted toward fear, greed, comfort, or defensiveness.
- Assess whether consensus is overextended or still under-positioned.
3. Infer expectations already priced in
- Explain what the market appears to be discounting for growth, inflation, rates, margins, or liquidity.
- Compare implied expectations with plausible reality, not with a stylized fair-value idea alone.
4. Trace macro and liquidity transmission
- Explain how rates, credit, liquidity, policy, and macro inflections are transmitting into valuation, earnings expectations, and market leadership.
- Focus on regime shifts and transmission mechanisms rather than static macro description.
5. Evaluate positioning and asymmetry
- Judge whether crowding, consensus, and internal market strength make upside or downside asymmetric.
- Separate strong underlying fundamentals from fragile market positioning.
What ships with it
3 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.
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.
- 13d ago First seen · 80 lines · 105 tokens per session scan A 0ee03573a9ea
traditional-market-analysis is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 105 tokens to every session and 809 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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