v18-新闻vs投资信息

v18-新闻vs投资信息 is a skill for Claude Code, Codex from R2h1/my-book-skills. It costs 114 tokens per session (1,357 once invoked), scanned A, original, MIT.

A guide to judging investment news by checking data and trends instead of reacting to emotional headlines. It explains how totals, rates, and changes over time can tell different stories.

In plain words
What is it for?
Use it when news reports discuss crashes, unemployment, rapid growth, or other alarming figures and you need to compare sources and interpret the underlying numbers.
Why use it?
News headlines often emphasize fear or excitement and may mix economic facts with political opinions. This helps you assess what a report actually says before making an investment decision.

Skill for Claude CodeCodex

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

Good fit Use it when news reports discuss crashes, unemployment, rapid growth, or other alarming figures and you need to compare sources and interpret the underlying numbers.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/r2h1/my-book-skills/v18-vs
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 R2h1/my-book-skills --skill v18-vs
Clone the repo
git clone --depth 1 https://github.com/R2h1/my-book-skills

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 v18-新闻vs投资信息

README.md
[![agentmods](https://agentmods.dev/badge/skills/r2h1/my-book-skills/v18-vs/github.svg)](https://agentmods.dev/skills/r2h1/my-book-skills/v18-vs)
Your own site
<a href="https://agentmods.dev/skills/r2h1/my-book-skills/v18-vs"><img src="https://agentmods.dev/badge/skills/r2h1/my-book-skills/v18-vs/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 v18-新闻vs投资信息

Your own site · 80×15
<a href="https://agentmods.dev/skills/r2h1/my-book-skills/v18-vs"><img src="https://agentmods.dev/badge/skills/r2h1/my-book-skills/v18-vs.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 114 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,357 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.
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 $0.00114 $0.01357
Opus 5 $0.00057 $0.00678
Sonnet 5 $0.00023 $0.00271
Haiku 4.5 $0.00011 $0.00136

Measured 12d ago against content hash ac26806df990, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

v18-新闻vs投资信息 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.

金钱的属性:一个富豪的财富私房课/v18-新闻vs投资信息/SKILL.md · 66 lines

What it actually says

新闻 vs 投资信息:看比率不看总数

R — 原文 (Reading)

我关注的不是感染总数,而是感染比例。以感染比例为标准,当最高峰值过去之后,新冠肺炎疫情得到了控制。……人人清楚事实,但事实所指向的未来并不是每个人都能了解的。

— 金胜镐, 《通过新闻区分事实和投资信息的方法》

I — 方法论骨架 (Interpretation)

新闻擅长用"总量"制造情绪(恐惧/狂热),而判断趋势要用"比率/边际"。把"事实"与"投资信息"分开:

  1. 总量 vs 比率:感染人数创新高(总量)≠ 疫情恶化——要看"当天比前一天的增长率"(比率/边际)。作者在2020年3月恐惧最高峰买入,依据正是"感染比例在下降"。
  2. 消极报道自带偏见:美媒经济报道60%消极、韩媒80%消极——消极信息更吸睛,发挥监督功能,但也容易夸大;标题的论调不等于事实。
  3. 经济报道常被歪曲成政治报道:同一情况既可能被写成"惨淡"也可能写成"历史最低";要把自己的政治理念与经济判断分开。
  4. 投资决策的落点:恐慌(或狂热)时,用数据/比率/内在价值(v14)判断,而不是被情绪标题裹挟。

A1 — 书中的应用

  • 2020年疫情案例:作者在道琼斯暴跌、专家高喊"V/L/U/W形"、"巴菲特都割肉了"的恐惧中买入——他看的是各国"感染比例"的边际下降,而非感染总数。
  • 作者指出:2020年3月媒体"大肆煽动恐惧",恐慌滋生恐慌、几乎所有人抛售——这是"看总数被情绪绑架"的典型。
  • 作者批评韩国媒体在1997年亚洲金融危机时"杜绝助长经济危机感"的社论——"这类报道统统不是经济报道,而是政治报道"。

A2 — 触发场景 ★

场景:你被新闻标题(暴跌/失业/恐慌/暴涨)刺激想操作时;你想判断一条经济数据的真实含义时;你发现同一事件有矛盾报道时;你想养成"看数据不看情绪"的习惯时。

语言信号

  • "新闻说经济崩了,我要不要清仓?"
  • "这个失业率数据可怕吗?"
  • "同一件事怎么两种说法?"
  • "怎么判断一条新闻可不可信?"

相邻区分:与"风险与恐惧的逆向"(v09)配合——v18 是"如何读信息",v09 是"读完后如何应对恐惧/贪婪";与"独立判断"(v17)配合——v17 处理"专家意见",本 skill 处理"媒体报道与数据"。

E — 执行步骤

  1. 把标题翻译成数据:看到情绪化标题("崩了/完了/暴涨"),先找背后的原始数据,问"是总量还是比率?是绝对值还是边际变化?"

  2. 计算比率/边际:对关键数据(感染、失业、销量、价格),算出"相对前期的增速/占比",用比率而非总数判断趋势。

  3. 多源核对 + 分离政治:读至少两家不同论调的媒体,注意区分"事实报道"与"政治化解读";把个人政治立场与投资判断隔离。

  4. 情绪冷静再决策:若标题让你有强烈的"必须马上操作"的冲动(恐惧或贪婪),先暂停24小时,用 v14 的价值判断 + v09 的逆向框架再决定。

B — 边界 ★

  • "看比率"是补充不是取代:总量本身有时也重要(如绝对需求、市场规模);关键是"看清分子分母",不机械套用。
  • 数据也可能被操纵/滞后(v17 怀疑精神);比率下降也可能只是统计口径问题。
  • 不要为了"反情绪"而逆着合理事实操作:逆向要有价值依据(v09),不是为反而反。
  • 本 skill 不提供具体宏观判断,只提供"如何读信息"的方法。

审计信息

V1 ✓ / V2 ✓ / V3 ✓

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. 12d ago First seen · 66 lines · 114 tokens per session scan A ac26806df990

Subscribe to this mod's changes

v18-新闻vs投资信息 is a skill published in the GitHub repository R2h1/my-book-skills (2 stars, last pushed 27d ago), licensed MIT. It adds 114 tokens to every session and 1,357 once invoked, about $0.0006 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 2026-08-31.