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a0981456759/druckenmiller

API 开发

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5 stars 质量 36 趋势 21

"It's liquidity that moves markets, not earnings." — Stanley Druckenmiller

概览

"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

以下为原文 README 节选,完整内容请查看原文。

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
在 GitHub 查看完整 README

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安装

npx skillfish add a0981456759/druckenmiller
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