us-market-sentiment

us-market-sentiment is a skill for Claude Code, Codex from star23/Day1Global-Skills. It costs 163 tokens per session (2,186 once invoked), scanned A, original, MIT.

A framework for measuring whether the US stock market is showing unusually high optimism or fear. It reviews investment-manager exposure, institutional and retail buying, the S&P 500's forward price-to-earnings ratio, and hedge-fund leverage.

In plain words
What is it for?
Use it to check whether the market may be overheated, review institutional or retail positioning, assess valuations, and consider whether to adjust stock-market exposure.
Why use it?
It combines investor positioning, valuation, and borrowing data so market sentiment is not judged from one signal alone. The result supports a broader risk assessment and position recommendation.

Skill for Claude CodeCodex

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

Good fit Use it to check whether the market may be overheated, review institutional or retail positioning, assess valuations, and consider whether to adjust stock-market exposure.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/star23/day1global-skills/us-market-sentiment
About the project

Day1Global-Skills is a collection of investment-analysis skills for AI agents covering technology earnings, value investing, stock-market sentiment, macroeconomic liquidity, and Bitcoin-cycle analysis. Investors use the skills to examine companies, markets, economic conditions, and crypto indicators through structured analysis workflows. The catalogue skills are the project’s own agent workflows.

star23/Day1Global-Skills · 1,048 stars · on GitHub

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 star23/Day1Global-Skills --skill us-market-sentiment
Clone the repo
git clone --depth 1 https://github.com/star23/Day1Global-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 us-market-sentiment

README.md
[![agentmods](https://agentmods.dev/badge/skills/star23/day1global-skills/us-market-sentiment/github.svg)](https://agentmods.dev/skills/star23/day1global-skills/us-market-sentiment)
Your own site
<a href="https://agentmods.dev/skills/star23/day1global-skills/us-market-sentiment"><img src="https://agentmods.dev/badge/skills/star23/day1global-skills/us-market-sentiment/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 us-market-sentiment

Your own site · 80×15
<a href="https://agentmods.dev/skills/star23/day1global-skills/us-market-sentiment"><img src="https://agentmods.dev/badge/skills/star23/day1global-skills/us-market-sentiment.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 163 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,186 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
  • Socket pass 15 Apr 2026
  • Snyk fail 15 Apr 2026
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • high System Prompt Leakage · line 165
    Skill contains instructions that could directly expose system prompts, internal rules, or hidden instructions to users or external parties.
    Fix: Remove any instructions that reveal, print, or output system prompts or internal rules. System instructions should never be exposed to end users.
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 $0.00163 $0.02186
Opus 5 $0.00081 $0.01093
Sonnet 5 $0.00033 $0.00437
Haiku 4.5 $0.00016 $0.00219

Measured 12d ago against content hash a2bff9629dcc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

us-market-sentiment 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.

us-market-sentiment/SKILL.md · 183 lines

How it starts

The opening of the file, as written. The whole thing — 183 lines — stays where its author put it; the contents beside it link to each section on GitHub.

US Stock Market Sentiment Monitoring System

This skill helps you systematically analyze US stock market sentiment, determine whether the current market is in a state of greed or fear based on 5 core indicators, and provide position adjustment recommendations.

Use Cases

Use this skill when users ask the following types of questions:

  • Is the US stock market overheating / Should I reduce my positions
  • What is the current market sentiment
  • What are institutional and retail investor positioning levels
  • Are valuations too high
  • Market risk assessment

Analytical Framework

5 Core Monitoring Indicators

For each indicator, use web_search to find the latest data, then evaluate according to the criteria below.

Indicator 1: NAAIM Exposure Index

What it is: The full name is National Association of Active Investment Managers Exposure Index, published weekly by the association of active investment managers in the US. It reflects the current equity exposure of active investment managers (0 = fully in cash, 100 = fully invested, can exceed 100 indicating leverage).

Search keywords: NAAIM exposure index latest or NAAIM exposure index this week

Warning criteria:

  • Value > 80 and median reaches 100 → ⚠️ Warning: Institutions are near full allocation, limited room for further buying
  • Value 40-80 → ✅ Normal
  • Value < 40 → 📉 Institutions have significantly reduced positions, possibly a panic signal (contrarian indicator: may be an entry opportunity)

Key interpretation: When nearly all active fund managers are fully invested, it means "everyone who can buy has already bought," and there is a lack of new buying power to push stock prices higher.


Indicator 2: Institutional Equity Allocation

What it is: Data published by large asset custodians such as State Street, reflecting the percentage of equity allocation in the portfolios of global institutional investors (pension funds, insurance companies, sovereign wealth funds, etc.).

Read the full file on GitHub · 183 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 · 183 lines · 163 tokens per session scan A a2bff9629dcc

Subscribe to this mod's changes

us-market-sentiment is a skill published in the GitHub repository star23/Day1Global-Skills (1,048 stars, last pushed 25d ago), licensed MIT. It adds 163 tokens to every session and 2,186 once invoked, about $0.0008 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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