tepper-distressed-macro

tepper-distressed-macro is a skill for Claude Code, Codex from questflowai/investorskills. It costs 39 tokens per session (357 once invoked), scanned A, original, MIT.

An investment-analysis guide based on David Tepper’s approach to distressed opportunities: assets whose prices have fallen because investors fear a crisis or failure. It examines debt priority, government support, survival chances, recovery value, and downside risk.

In plain words
What is it for?
Use it to review stressed banks, credit markets, distressed debt or shares, bailouts, policy support, and recovery trades. It produces a verdict, the source of the panic, the capital structure, catalysts, and what happens if the trade fails.
Why use it?
It provides a structured way to judge whether a distressed investment offers enough potential recovery for its risks. It also guards against assuming that a rescue will protect every type of investor.

Skill for Claude CodeCodex

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

Good fit Use it to review stressed banks, credit markets, distressed debt or shares, bailouts, policy support, and recovery trades. It produces a verdict, the source of the panic, the capital structure, catalysts, and what happens if the trade fails.

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Install with agentmods
npx agentmods add skills/questflowai/investorskills/tepper-distressed-macro
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,849 stars · on GitHub · questflow.ai

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 questflowai/investorskills --skill tepper-distressed-macro
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

Made for: Claude Code, 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 tepper-distressed-macro

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/tepper-distressed-macro/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/tepper-distressed-macro)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/tepper-distressed-macro"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/tepper-distressed-macro/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 tepper-distressed-macro

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/tepper-distressed-macro"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/tepper-distressed-macro.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 357 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 $0.00039 $0.00357
Opus 5 $0.00019 $0.00179
Sonnet 5 $0.00008 $0.00071
Haiku 4.5 $0.00004 $0.00036

Measured 12d ago against content hash d088a177ccd4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

tepper-distressed-macro 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.

skills/tepper-distressed-macro/SKILL.md · 53 lines

What it actually says

Tepper Distressed Macro

Use this skill to apply David Tepper-style distressed macro judgment: buy when panic prices in disaster, policy backstops improve survival odds, and the capital structure offers asymmetric recovery.

When To Use

  • Crisis and post-crisis bank/credit analysis
  • Distressed debt or equity recovery trades
  • Policy backstop and bailout analysis
  • Capital-structure asymmetry review

Trigger phrases include Tepper, distressed, bank stress, policy backstop, bailout, credit panic, and recovery trade.

Process

  1. Identify panic, forced selling, and capital-structure stress.
  2. Map seniority: debt, preferred, common, convertibles.
  3. Assess survival odds under policy response and liquidity support.
  4. Compare price to recovery value.
  5. Size around downside if rescue fails.

Output Format

# Tepper View: [Asset]

## Verdict
Aggressive Buy / Probe / Wait / Avoid / Short

## Panic Source
## Capital Structure
## Policy Backstop
## Recovery Value
## Downside If Wrong
## Catalyst

Guardrails

  • Do not buy distressed equity when the fulcrum security is debt.
  • Do not assume government support protects common shareholders.
  • Do not ignore dilution and restructuring terms.

Questflow Use

In Questflow, this skill is best used for crisis, bank, credit, and policy-backstop trade reviews.

Files

What ships with it

1 file 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. 12d ago First seen · 53 lines · 39 tokens per session scan A d088a177ccd4

Subscribe to this mod's changes

tepper-distressed-macro is a skill published in the GitHub repository questflowai/investorskills (1,849 stars, last pushed 20d ago), licensed MIT. It adds 39 tokens to every session and 357 once invoked, about $0.0002 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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