用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时. An agent skill from kangarooking/buffett-letters-skill.

MITAuto-check passed

Install Mr Market

skills CLI
$ npx skills add kangarooking/buffett-letters-skill --skill mr-market -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install kangarooking/buffett-letters-skill mr-market --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/kangarooking/buffett-letters-skill.git skills-src && mkdir -p .claude/skills && cp -r skills-src/mr-market .claude/skills/mr-market && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
mr-market
GitHub stars
102
Token cost
~714 tokens
SKILL.md length
221 words
Files
2
Skills in repo
12
Repo updated
First seen
Licence
MIT

At a glance

用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时. An agent skill from kangarooking/buffett-letters-skill.

  • Works in 6 steps: 把市场价格想象为一个叫"市场先生"的情绪化合伙人每天的报价 → 他每天都会报一个买入价和卖出价——你可以接受也可以忽略 → 他有时极度乐观(报高价),有时极度悲观(报低价)——情绪波动是你的机会 → …
  • SKILL.md covers R — 原文 (Reading), I — 方法论骨架 (Interpretation), A1 — 书中的应用 (Past Application) and A2 — 触发场景 (Future Trigger) ★, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Mr Market is an agent skill from kangarooking/buffett-letters-skill. 用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时。 语言信号:"市场在跌,是不是该卖"/"大家都在买"/"这只股票涨了很多,一定有道理" 不适用于:纯粹的企业基本面分析(不含市场价格判断的场景)。

Its SKILL.md is about 710 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `test-prompts.json`).

The repository describes itself as: An AI skill pack for value investing, capital allocation, and behavioral discipline, distilled from Warren Buffett's 60+ years of shareholder letters. The licence is MIT.

Example prompts

  • “市场在跌,是不是该卖”
  • “这只股票涨了很多,一定有道理”
  • “/mr-market”

Workflow steps

6 steps, taken from the first numbered list in SKILL.md.

  1. 把市场价格想象为一个叫"市场先生"的情绪化合伙人每天的报价
  2. 他每天都会报一个买入价和卖出价——你可以接受也可以忽略
  3. 他有时极度乐观(报高价),有时极度悲观(报低价)——情绪波动是你的机会
  4. 他为你的决策提供服务,但不提供指导——他的报价不是"信号",而是"工具"
  5. 短期看,市场是投票机(谁的故事更动听);长期看,市场是称重机(企业的真实价值终将反映在价格上)
  6. 你不需要预测市场先生的情绪——你只需要在他报出荒谬价格时利用它

What it can do on your machine

Read from SKILL.md and the folder at commit 5b1fbe1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Mr Market loads about 714 tokens when it runs. Until then it costs about 32 tokens; SKILL.md has 221 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~32
When it runs · the whole SKILL.md, loaded when a task matches
~714

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from kangarooking/buffett-letters-skill at commit 5b1fbe1, republished under its MIT licence (© kangarooking). 221 words, ~714 tokens.

Download SKILL.mdSave it as .claude/skills/mr-market/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
mr-market
description
用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时。 语言信号:"市场在跌,是不是该卖"/"大家都在买"/"这只股票涨了很多,一定有道理" 不适用于:纯粹的企业基本面分析(不含市场价格判断的场景)。
source_book
《巴菲特致股东的信》 沃伦·巴菲特
source_chapter
1987年信
tags
behavioral, market-psychology, mr-market, graham
related_skills
business-picker, aesop-three-questions, margin-of-safety, fear-and-greed

市场先生思维(含投票机vs称重机)

R — 原文 (Reading)

"He said that you should imagine market quotations as coming from a remarkably accommodating fellow named Mr. Market who is your partner in a private business... Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that is useful to you."

— Warren Buffett, 1987年信 (引用 Benjamin Graham)

"In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine."

— Benjamin Graham, 引用于1987年信和2017年信


I — 方法论骨架 (Interpretation)

市场先生是一个行为框架,核心逻辑:

  1. 把市场价格想象为一个叫"市场先生"的情绪化合伙人每天的报价
  2. 他每天都会报一个买入价和卖出价——你可以接受也可以忽略
  3. 他有时极度乐观(报高价),有时极度悲观(报低价)——情绪波动是你的机会
  4. 他为你的决策提供服务,但不提供指导——他的报价不是"信号",而是"工具"
  5. 短期看,市场是投票机(谁的故事更动听);长期看,市场是称重机(企业的真实价值终将反映在价格上)
  6. 你不需要预测市场先生的情绪——你只需要在他报出荒谬价格时利用它

A1 — 书中的应用 (Past Application)

案例1: Washington Post 1973-74年
  • 问题: 市场暴跌,Washington Post股价从内在价值的1/4跌到不到1/5
  • 方法论的使用: 市场先生的极度悲观恰好提供了买入机会——他报了一个荒谬的低价
  • 结论: 大量买入
  • 结果: 持有数十年,回报数十倍
案例2: 互联网泡沫 1999-2000年
  • 问题: 所有科技股暴涨,价值投资者严重落后
  • 方法论的使用: 市场先生极度乐观——他在报高价,但企业的"重量"并没有增加
  • 结论: 坚持不参与
  • 结果: 成功避开泡沫破裂

A2 — 触发场景 (Future Trigger) ★

用户会在什么情境下需要这个 skill?
  1. 持有的资产价格大幅下跌,开始恐慌
  2. 市场持续上涨,产生"不买就错过"的焦虑
  3. 试图从价格走势中推断企业价值
  4. 因为"大家都在买/卖"而想要跟风
  5. 纠结是否应该"止损"
语言信号
  • "市场在跌,是不是该卖?"
  • "大家都在买这个"
  • "这只股票涨了很多,一定有道理"
  • "我亏了X%,要不要割肉"
  • "现在是不是底部/顶部?"
与相邻 skill 的区分
  • 与 fear-and-greed 的区别:恐惧贪婪是具体行动原则(买/卖),市场先生是更底层的认知框架(你怎么看待市场价格)
  • 与 business-picker 的区别:做生意关注企业分析,市场先生关注如何对待市场报价

E — 可执行步骤 (Execution)

  1. 识别市场先生的当前情绪

    • 完成标准:用1-2句话描述市场当前情绪(极度乐观/温和乐观/中性/温和悲观/极度悲观),并给出依据
  2. 分离"报价"与"价值"

    • 完成标准:写出现价 vs 你的内在价值估计,标注差距大小
    • 判停条件:如果无法估计内在价值 → 先用 aesop-three-questions 估值
  3. 决定行动

    • 如果市场先生报高价(>内在价值)→ 不买/考虑卖
    • 如果市场先生报低价(<内在价值)→ 考虑买/持有
    • 如果市场先生报合理价 → 不行动
    • 完成标准:行动基于价值-价格对比,而非基于市场情绪或价格走势

B — 边界 (Boundary)

不要在以下情况使用此 skill
  • 当你需要流动性(必须卖出)时——市场先生的报价就是你必须接受的价格
  • 在非公开市场的资产中(没有市场先生的报价)
  • 当你没有能力独立评估内在价值时——此时你无法判断市场先生的报价是否"荒谬"
作者的盲点 / 时代局限
  • 巴菲特作为最大股东不需要面对赎回压力——普通投资者有流动性约束
  • "忽略市场先生"需要极强的心理素质和长期资金——散户很难做到
  • 在极端情况下(如杠杆被迫平仓),即使知道市场先生是错的也无法不行动
容易混淆的邻近方法论
  • 不是"逆向投资"的简单版——逆向投资是行动,市场先生是认知框架
  • 不是"技术分析"——市场先生不关注价格走势形态,只关注价格与价值的关系

相关 skills (阶段 3 填充)

  • depends-on: business-picker, aesop-three-questions
  • contrasts-with: (无)
  • composes-with: fear-and-greed, margin-of-safety

审计信息

  • 验证通过: V1 ✓ / V2 ✓ / V3 ✓
  • 测试通过率: 待阶段 4 验证
  • 蒸馏时间: 2026-04-16

© kangarooking, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file in mr-market of kangarooking/buffett-letters-skill.

  • SKILL.md
  • test-prompts.json

Open the folder on GitHubat commit 5b1fbe1

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Questions about Mr Market

What does Mr Market do?

用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时. An agent skill from kangarooking/buffett-letters-skill. Mr Market is an agent skill from kangarooking/buffett-letters-skill.

How do I install Mr Market in Claude Code?

Run `npx skills add kangarooking/buffett-letters-skill --skill mr-market -a claude-code`. Or copy the skill folder (mr-market in kangarooking/buffett-letters-skill) into .claude/skills/mr-market in your project. Claude Code loads it when a task matches its description.

How do I install Mr Market in Codex?

Run `npx skills add kangarooking/buffett-letters-skill --skill mr-market -a codex`. Or copy the skill folder (mr-market in kangarooking/buffett-letters-skill) into .agents/skills/mr-market in your project. Codex loads it when a task matches its description.

Can I use Mr Market in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add kangarooking/buffett-letters-skill --skill mr-market -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/mr-market, .gemini/skills/mr-market, .github/skills/mr-market and .opencode/skills/mr-market in your project.

What does Mr Market need to run?

SKILL.md names no scripts, command-line tools or credentials: Mr Market is instructions for the agent only.

Does Mr Market access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Mr Market safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Mr Market use?

Mr Market is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Mr Market use?

About 714 tokens (SKILL.md is roughly 2.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

Who maintains Mr Market?

kangarooking (a GitHub user) maintains it in kangarooking/buffett-letters-skill, which has 102 GitHub stars. The repository holds 12 skills in this directory. The repository was last updated on April 17, 2026.

Source: kangarooking/buffett-letters-skill on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.