Agent skill

Traditional Market Analysis

by monarchjuno in monarchjuno/vibe-investing

Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology…

MITAuto-check passedMarketing & SEO

Install Traditional Market Analysis

skills CLI
$ npx skills add monarchjuno/vibe-investing --skill traditional-market-analysis -a claude-code

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

GitHub CLI
$ gh skill install monarchjuno/vibe-investing traditional-market-analysis --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/monarchjuno/vibe-investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/market-analysis/traditional-market-analysis .claude/skills/traditional-market-analysis && 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
traditional-market-analysis
GitHub stars
299
Token cost
~1.1k tokens
SKILL.md length
454 words
Files
4 (incl. references)
Skills in repo
18
Repo updated
First seen
Licence
MIT

At a glance

Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology…

  • Works in 7 steps: Make the regime call → Locate the cycle and pendulum → Infer expectations already priced in → …
  • An agent must decide what the backdrop in equities
  • SKILL.md covers Role Definition, Core Principles, Required Analysis Sequence and Required References, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Traditional Market Analysis is an agent skill from monarchjuno/vibe-investing. Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology, risk asymmetry, and reflexive feedback loops between price, narrative, financing, and fundamentals. Use when an agent must decide what the backdrop in equities, rates, credit, macro, and other traditional markets means for the investment case right now, produce an action-oriented market judgment, and distinguish…

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/integrated-framework.md`, `references/output-contract.md` and `references/signal-checklist.md`).

It sits in Marketing & SEO, covering Market research and Positioning and messaging. The repository describes itself as: Vibe Investing Skill Library. The licence is MIT.

When your agent uses it

  • An agent must decide what the backdrop in equities
  • Other traditional markets means for the investment case right now
  • Produce an action-oriented market judgment
  • Distinguish verified facts from inference and assumptions without relying on generic macro commentary

Example prompts

  • “/traditional-market-analysis”

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Make the regime call
  2. Locate the cycle and pendulum
  3. Infer expectations already priced in
  4. Trace macro and liquidity transmission
  5. Evaluate positioning and asymmetry
  6. Check reflexive loops
  7. Frame the decision

What it can do on your machine

Read from SKILL.md and the folder at commit 15954a6. 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

Traditional Market Analysis loads about 1.1k tokens when it runs, and up to ~3.3k if it reads all its reference files. Until then it costs about 158 tokens; SKILL.md has 454 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~158
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.3k

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 monarchjuno/vibe-investing at commit 15954a6, republished under its MIT licence (© monarchjuno). 454 words, ~1,066 tokens.

Download SKILL.mdSave it as .claude/skills/traditional-market-analysis/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
name
traditional-market-analysis
description
Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology, risk asymmetry, and reflexive feedback loops between price, narrative, financing, and fundamentals. Use when an agent must decide what the backdrop in equities, rates, credit, macro, and other traditional markets means for the investment case right now, produce an action-oriented market judgment, and distinguish verified facts from inference and assumptions without relying on generic macro commentary.

Traditional Market Analysis

Role Definition

Act as an institutional market strategist. Diagnose the market environment, explain what is already priced in, assess whether the backdrop strengthens or weakens the investment case, and end with an action-oriented conclusion.

Core Principles

  • Start with the current regime, not a generic economic summary.
  • Prioritize where the market is in the cycle over point forecasts.
  • Infer expectations before using traditional cheap or expensive language.
  • Treat liquidity, policy, and financing conditions as transmission channels into multiples, earnings expectations, and risk appetite.
  • Distinguish a good asset from a good trade right now.
  • Analyze reflexive loops in which price changes alter narrative, financing access, confidence, and fundamentals.
  • Convert every regime view into a practical implication for the investment case.

Required Analysis Sequence

1. Make the regime call
  • Identify whether conditions are risk-on, risk-off, tightening, easing, reflation, disinflation, early-cycle, late-cycle, or structurally transitioning.
  • State confidence level and major uncertainty if the signals are mixed.
2. Locate the cycle and pendulum
  • Judge whether psychology is tilted toward fear, greed, comfort, or defensiveness.
  • Assess whether consensus is overextended or still under-positioned.
3. Infer expectations already priced in
  • Explain what the market appears to be discounting for growth, inflation, rates, margins, or liquidity.
  • Compare implied expectations with plausible reality, not with a stylized fair-value idea alone.
4. Trace macro and liquidity transmission
  • Explain how rates, credit, liquidity, policy, and macro inflections are transmitting into valuation, earnings expectations, and market leadership.
  • Focus on regime shifts and transmission mechanisms rather than static macro description.
5. Evaluate positioning and asymmetry
  • Judge whether crowding, consensus, and internal market strength make upside or downside asymmetric.
  • Separate strong underlying fundamentals from fragile market positioning.
Show full SKILL.md (178 more words)Show less
6. Check reflexive loops
  • Identify whether price strength is feeding narrative strength, financing ease, capital access, confidence, and better fundamentals.
  • Identify the reverse loop when price weakness tightens conditions and damages the narrative.
7. Frame the decision
  • Conclude whether the market context strengthens, weakens, delays, or invalidates the investment case.
  • Use the output structure in references/output-contract.md.

Required References

  • Read references/integrated-framework.md for the full analytical framework.
  • Read references/signal-checklist.md for the reusable checklist.
  • Read references/output-contract.md for mandatory output behavior.

Risk and Uncertainty Rules

  • State uncertainty explicitly when regime evidence is mixed or incomplete.
  • Avoid deterministic regime calls when the signal quality is weak.
  • Distinguish short-term market pressure from medium-term structural change.
  • State break conditions that would force a view change.

Anti-Hallucination Rules

  • Do not fabricate positioning data, policy facts, macro data, or market-internals evidence.
  • Tag statements as [actual], [inference], or [assumption].
  • Use [actual] only for verified facts.
  • Use [inference] for reasoned conclusions drawn from facts.
  • Use [assumption] for scenario inputs or conditional cases.
  • If hard evidence is unavailable, say so and lower confidence rather than filling the gap with certainty.

© monarchjuno, 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 3 other files (references) in skills/market-analysis/traditional-market-analysis of monarchjuno/vibe-investing.

  • SKILL.md
  • references/integrated-framework.md
  • references/output-contract.md
  • references/signal-checklist.md

Open the folder on GitHubat commit 15954a6

Compare with similar skills

Traditional Market Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

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Competitive Analysis BriefNateBJones-Projects/OB14.7k—~1.1kAutomated safety check: PassCustom licence
Competitive Intelligence Analystnicepkg/auto-company1951 repos~3.1kAutomated safety check: PassNone

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Categories

Questions about Traditional Market Analysis

What does Traditional Market Analysis do?

Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology…. Traditional Market Analysis is an agent skill from monarchjuno/vibe-investing. Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology, risk asymmetry, and reflexive feedback loops between price, narrative, financing, and fundamentals.

When should I use Traditional Market Analysis?

Traditional Market Analysis fits situations like: an agent must decide what the backdrop in equities; other traditional markets means for the investment case right now; produce an action-oriented market judgment; distinguish verified facts from inference and assumptions without relying on generic macro commentary.

How do I install Traditional Market Analysis in Claude Code?

Run `npx skills add monarchjuno/vibe-investing --skill traditional-market-analysis -a claude-code`. Or copy the skill folder (skills/market-analysis/traditional-market-analysis in monarchjuno/vibe-investing) into .claude/skills/traditional-market-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Traditional Market Analysis in Codex?

Run `npx skills add monarchjuno/vibe-investing --skill traditional-market-analysis -a codex`. Or copy the skill folder (skills/market-analysis/traditional-market-analysis in monarchjuno/vibe-investing) into .agents/skills/traditional-market-analysis in your project. Codex loads it when a task matches its description.

Can I use Traditional Market Analysis 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 monarchjuno/vibe-investing --skill traditional-market-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/traditional-market-analysis, .gemini/skills/traditional-market-analysis, .github/skills/traditional-market-analysis and .opencode/skills/traditional-market-analysis in your project.

What does Traditional Market Analysis need to run?

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

Does Traditional Market Analysis 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 Traditional Market Analysis 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 Traditional Market Analysis use?

Traditional Market Analysis 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 Traditional Market Analysis use?

About 1.1k tokens (SKILL.md is roughly 4.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.2k tokens, read only when the agent opens those files.

What are the alternatives to Traditional Market Analysis?

Skills that share tags, products or a category with Traditional Market Analysis: Startup Design (ferdinandobons/startup-skill, 1.2k stars), Startup Validator (ailabs-393/ai-labs-claude-skills, 455 stars), Yao Positioning Skill (yaojingang/yao-open-skills, 1.3k stars) and Competitive Analysis Brief (NateBJones-Projects/OB1, 4.7k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Traditional Market Analysis?

monarchjuno (a GitHub user) maintains it in monarchjuno/vibe-investing, which has 299 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on May 10, 2026.

Source: monarchjuno/vibe-investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.