news-reaction-failure-analyzer

news-reaction-failure-analyzer is a skill for Claude Code, Codex from tradermonty/claude-trading-skills. It costs 188 tokens per session (2,385 once invoked), scanned A, original, MIT.

A market-analysis method for checking whether a crowded trading position failed to benefit from news that should have helped it. A crowded position is one held heavily in the same direction by many traders.

In plain words
What is it for?
Use it after a separate report identifies a crowded market, to assess news reactions and produce a possible contrarian setup for later manual review.
Why use it?
It helps distinguish a meaningful loss of buying or selling strength from an ordinary lack of movement caused by chance.

Skill for Claude CodeCodex

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

not rated 2.8krepo +32 today A scan Socket: passSnyk: warnSkillSpector: pass 188 tokens original MIT

Good fit Use it after a separate report identifies a crowded market, to assess news reactions and produce a possible contrarian setup for later manual review.

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Install with agentmods
npx agentmods add skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer
About the project

Claude Trading Skills is a collection of Claude Code workflows for individual investors who want structured market analysis, charting, economic-calendar review, screening, trade planning, journaling, and risk management. It is designed for people using long-term investing, ETFs, dividend stocks, and disciplined swing trading, and the catalogue entries package these workflows as skills, agents, commands, settings, and instructions.

tradermonty/claude-trading-skills · 2,813 stars · on GitHub · tradermonty.github.io

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 tradermonty/claude-trading-skills --skill news-reaction-failure-analyzer
Clone the repo
git clone --depth 1 https://github.com/tradermonty/claude-trading-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 news-reaction-failure-analyzer

README.md
[![agentmods](https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer/github.svg)](https://agentmods.dev/skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer)
Your own site
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer/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 news-reaction-failure-analyzer

Your own site · 80×15
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/news-reaction-failure-analyzer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 188 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,385 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 5 Sept 2026
  • Snyk warn 5 Sept 2026
  • 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 $0.00188 $0.02385
Opus 5 $0.00094 $0.01192
Sonnet 5 $0.00038 $0.00477
Haiku 4.5 $0.00019 $0.00238

Measured 13d ago against content hash c1059fe863db, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

news-reaction-failure-analyzer 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.

The scan reads SKILL.md. This mod also ships 4 executable files (scripts/analyze_news_reaction.py, scripts/reaction_math.py, scripts/tests/test_analyze_news_reaction.py, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/news-reaction-failure-analyzer/SKILL.md · 180 lines

How it starts

The opening of the file, as written. The whole thing — 180 lines — stays where its author put it; the contents beside it link to each section on GitHub.

News Reaction Failure Analyzer

Overview

Implements step 2 of Jason Shapiro's COT contrarian process: once a market is flagged as crowded (cot-contrarian-detector, step 1), check whether it FAILED to react to news that should have rewarded the crowd. A crowded-long market that doesn't rally on genuinely bullish news, or a crowded-short market that doesn't sell off on genuinely bearish news, is the core behavioral tell that the crowd has run out of buying/selling power — this is the confirmation step that turns "crowded" into a contrarian setup candidate (steps 3-5, still manual: price-action confirmation, entry, exit).

Why this isn't a naive failure-ratio check: an earlier design flagged "news failure" whenever fewer than half the relevant events "responded" — but under pure noise, roughly 69% of individual events fail to respond by chance, so that rule would CONFIRM on random noise 48-83% of the time depending on sample size. This skill instead requires the market to have moved significantly against the crowd's favorable news (a drift- significance test with a Monte-Carlo-verified null false-positive bound), never merely "didn't respond enough." See references/news-failure-patterns.md for the full statistical rationale.

When to Use This Skill

English:

  • "Did the market shrug off [event] even though [asset] is crowded long/short?"
  • "Run a news-failure check on [symbol]"
  • "Is [symbol] confirmed for a Shapiro-style contrarian setup?"
  • After cot-contrarian-detector flags a market CROWDED_LONG / CROWDED_SHORT and the user wants to move to step 2

Japanese:

  • 「この市場は好材料に反応しなかった?」
  • 「COTで偏っているこの銘柄のニュース失敗を確認して」

Do NOT use when:

  • The market isn't crowded (NEUTRAL classification) — this skill refuses fail-closed without an explicit --direction override
  • No curated events JSON exists yet — WebSearch must run first (Phase 2 below); never fabricate events or URLs to get a verdict

Prerequisites

  • FMP API Key: Required. Set FMP_API_KEY or pass --api-key. Used for price data only (stable/historical-price-eod/light) — coverage varies by symbol; see references/price-source-map.md.
  • Python 3.9+ with requests installed.
  • WebSearch access to curate the events JSON (Phase 2). Skill degrades gracefully without it (states the limitation; never fabricates events).
  • Optional: a cot-contrarian-detector JSON report (--detector-json) to auto-resolve symbol + direction, or supply --direction explicitly.

Read the full file on GitHub · 180 lines

Files

What ships with it

7 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. 13d ago First seen · 180 lines · 188 tokens per session scan A c1059fe863db

Subscribe to this mod's changes

news-reaction-failure-analyzer is a skill published in the GitHub repository tradermonty/claude-trading-skills (2,813 stars, last pushed today), licensed MIT. It adds 188 tokens to every session and 2,385 once invoked, about $0.0009 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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