"It's liquidity that moves markets, not earnings." — Stanley Druckenmiller
Overview
"It's liquidity that moves markets, not earnings." — Stanley Druckenmiller Stop reading analyst summaries. Start asking the market what it actually knows. is a Claude Code skill that runs Druckenmiller's investment framework every day — four signals weighted by how he actually thinks — and responds in his voice. Direct. No hedging. No predictions. Just the signal. Every weekday, a data pipeline scores four signals: The skill reads today's conviction JSON and delivers the verdict in Druckenmiller's voice: score, zone, position sizing, divergence warnings. Copy SKILL.md and PERSONA.md into your Claude Code skills folder: Then copy SKILL.md and PERSONA.md into your .claude/skills/druckenmiller/ folder. Ask Claude anything about today's market:
README
druckenmiller.skill
“It’s liquidity that moves markets, not earnings.” — Stanley Druckenmiller
Stop reading analyst summaries. Start asking the market what it actually knows.
druckenmiller.skill is a Claude Code skill that runs Druckenmiller’s investment framework every day — four signals weighted by how he actually thinks — and responds in his voice. Direct. No hedging. No predictions. Just the signal.
What It Does
Every weekday, a data pipeline scores four signals:
| Signal | Weight | What It Measures |
|---|---|---|
| Liquidity Regime | 35% | Fed direction, credit conditions — the only thing that moves markets |
| Forward Earnings | 25% | Analyst revision trend — what consensus hasn’t priced in yet |
| Market Breadth | 25% | Participation health — broad rally vs. dangerous mega-cap concentration |
| Price Signal | 15% | Earnings beats that sell off — almost certainly a 6-month warning |
The skill reads today’s conviction JSON and delivers the verdict in Druckenmiller’s voice: score, zone, position sizing, divergence warnings.
Install
Copy SKILL.md and PERSONA.md into your Claude Code skills folder:
# From your project root
mkdir -p .claude/skills/druckenmiller
curl -o .claude/skills/druckenmiller/SKILL.md \
https://raw.githubusercontent.com/a0981456759/Druckenmiller/main/SKILL.md
curl -o .claude/skills/druckenmiller/PERSONA.md \
https://raw.githubusercontent.com/a0981456759/Druckenmiller/main/PERSONA.md
Or clone and symlink:
git clone https://github.com/a0981456759/Druckenmiller.git
Then copy SKILL.md and PERSONA.md into your .claude/skills/druckenmiller/ folder.
Usage
Ask Claude anything about today’s market:
今天市场怎样？
What's the conviction today?
Should I add to my position?
Druckenmiller, what do you see?
The skill fetches today’s conviction report automatically. If the report isn’t ready yet, it tells you.
How It Responds
The skill runs in two layers:
1. Persona first — before any analysis, Druckenmiller’s five-layer personality structure governs the response:
- Layer 0: Core rules (liquidity first, no hedging, no predictions)
- Layer 1: Identity (who he is, how he sees his job)
- Layer 2: Expression style (short sentences, conclusion before reasoning)
- Layer 3: Decision logic (fat pitch threshold, exit rules)
- Layer 4: Behavior under pressure (losing streaks, disagreement, euphoria)
2. Work Skill executes — fetches the JSON, maps the score to a zone, formats the output.
Output example (score 61, moderate):
流动性中性——转向迹象有，但没确认。这不是 fat pitch。 61.4，标准仓位，50–69%。不加码，等催化剂。 广度健康，盈利上调，这两个不错。但看价格——NVDA、MSFT、AMD 全都盈利好但股价跌。这是 6 个月后的坏消息预警，不是买点。 “When you don’t see it, don’t swing.”
Conviction Zones
| Score | Zone | Equity | Action |
|---|---|---|---|
| 85–100 | Fat Pitch | 90–100% | Swing hard — once or twice a year |
| 70–84 | High Conviction | 70–89% | Add aggressively |
| 50–69 | Moderate | 50–69% | Hold, wait for catalyst |
| 30–49 | Low Conviction | 20–49% | Reduce — cash is a position |
| 0–29 | Capital Preservation | 0–19% | Maximum defense |
Data
The author updates conviction reports daily. If today’s report isn’t ready yet, the skill will tell you.
Other Languages
License
MIT — use freely, attribution appreciated.
Data: Yahoo Finance, FRED, Financial Modeling Prep. Research only, not investment advice.
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Install
npx skillfish add a0981456759/druckenmiller