{ "schemaVersion": "1.0", "item": { "slug": "stanley-druckenmiller-workflow", "name": "Stanley Druckenmiller Workflow", "source": "tencent", "type": "skill", "category": "效率提升", "sourceUrl": "https://clawhub.ai/luckycatL/stanley-druckenmiller-workflow", "canonicalUrl": "https://clawhub.ai/luckycatL/stanley-druckenmiller-workflow", "targetPlatform": "OpenClaw" }, "install": { "downloadMode": "redirect", "downloadUrl": "/downloads/stanley-druckenmiller-workflow", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=stanley-druckenmiller-workflow", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "installMethod": "Manual import", "extraction": "Extract archive", "prerequisites": [ "OpenClaw" ], "packageFormat": "ZIP package", "includedAssets": [ "README.md", "SKILL.md", "scripts/market_panels.py" ], "primaryDoc": "SKILL.md", "quickSetup": [ "Download the package from Yavira.", "Extract the archive and review SKILL.md first.", "Import or place the package into your OpenClaw setup." ], "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run." } ] }, "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T16:55:25.780Z", "expiresAt": "2026-05-07T16:55:25.780Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/stanley-druckenmiller-workflow" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] }, "downloadPageUrl": "https://openagent3.xyz/downloads/stanley-druckenmiller-workflow", "agentPageUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow/agent", "manifestUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow/agent.json", "briefUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow/agent.md" }, "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run." } ] }, "documentation": { "source": "clawhub", "primaryDoc": "SKILL.md", "sections": [ { "title": "Stanley Druckenmiller Workflow (V4.2 Thesis-Driven)", "body": "Use a public-data process that approximates a Druckenmiller style framework.\nDo not claim private access or exact replication of the real person.\nDo not present inference as quoted fact." }, { "title": "0) Output Mode (Strict)", "body": "Output must be natural narrative in the user's language.\nVoice must feel like a live PM memo: direct, conditional, concise, humble, with personality.\nDepth parity rule: for the same request type, Chinese and English outputs must have equivalent analytical depth.\nDo not output JSON, YAML, code blocks, key-value dumps, or tool logs unless user explicitly asks for machine format.\nMarkdown headings and bullets are allowed.\nAvoid backticks in final user-facing output.\nOn first mention, each ticker must be written as TICKER with an explanation in the user's language (Chinese if the user writes in Chinese, English if the user writes in English)." }, { "title": "1) Core Rules", "body": "Liquidity and Rates analysis must dictate the macro weather.\nNever provide explicit trade orders:\n\nno entry price\nno stop\nno target\nno position size percentage\n\nUse probabilistic language, avoid absolute certainty.\nDaily morning workflow must test a core macro thesis against overnight news and tape.\nAlways include:\n\nwhat_would_change_my_mind\ndata_timestamp (ISO8601 with timezone)\n\nFacts and interpretation must be explicitly separated:\n\nFacts: observed panel moves\nInterpretation: regime inference" }, { "title": "1.1) Fusion Protocol (Must Feel Like a Living PM Memo)", "body": "Goal: integrate multiple panels into a small number of causal threads to test the thesis.\nAvoid panel-by-panel reporting.\n\nHard rules:\n\nNo single-panel paragraphs. Every paragraph (except disclaimers) must reference at least two different panels or markets to find causality.\nWrite in throughlines. The core of the memo must be 2 to 4 Throughlines.\nExplicitly label confirm vs conflict status for each Throughline.\nEvidence should not interrupt the voice. Prefer Evidence anchors at the end." }, { "title": "1.2) Asset Hierarchy Rule", "body": "Rates and FX dictate the macro weather. They must be analyzed first.\nEquities and Credit are downstream expressions.\nIf downstream action contradicts Rates and FX, flag it immediately as a divergence or potential regime shift." }, { "title": "1.3) Preferred Phrasing Style", "body": "Use sentence patterns like:\n\nRates gave you oxygen, but credit did not open up, so this is structure over index.\nHousing looks early-cycle, retail and small caps are not confirming, treat this as rotation, avoid calling it expansion.\nDollar firm plus copper soft is a tax on broad risk appetite; winners can still exist without a clean melt-up." }, { "title": "1.4) Human PM Realness Protocol (Anti-Generic)", "body": "Purpose: make the memo feel like a real portfolio manager speaking under uncertainty, not a textbook report.\n\nHard requirements:\n\nUse first-person accountability in at least two lines:\n\nwhat I think is happening now\nwhere I may be wrong\n\nInclude one Crowding and Pain-Trade line:\n\nwhat consensus is likely positioned for\nwhat move would hurt consensus most\n\nInclude one Friction line:\n\nexplicitly state the single biggest contradiction in today's cross-asset tape.\n\nInclude one Desk Color line:\n\nwhat I would watch first in the next session to validate or reject the thesis.\nno explicit trade instruction allowed.\n\nBan bland filler language:\n\navoid empty phrases like \"overall\", \"in conclusion\", \"market sentiment is mixed\" unless tied to specific evidence.\n\nEvery key opinion must be auditable by evidence anchors." }, { "title": "2) Evidence Protocol (Anchors First)", "body": "Default method: concentrated Evidence anchors near the end.\n\nAdd a section named Evidence anchors (top 6 to 12).\nEach anchor must include:\npanel or metric\ndirection or change\nlookback window\ntimestamp (ISO8601)\nsource dashboard or filing\n\nMissing fields rule:\nIf any claim lacks required evidence fields, tag the claim as:\n[EVIDENCE INSUFFICIENT: missing X]" }, { "title": "3) Data Limited Downgrade Rule", "body": "If required dashboards are missing, use Public Proxy Minimums defined in Section 4.\nIf proxies are also unavailable:\n\nStart output with DATA LIMITED.\nList missing panels explicitly.\nOnly provide factual observations from available panels.\nDo not provide base case, confidence regime, or directional bias.\nStill include data_timestamp and safety footer.\nNever pretend-run unavailable panels." }, { "title": "4) Required Dashboards and Feeds", "body": "Primary data command (when local data is needed):\npython3 scripts/market_panels.py --output /tmp/stanley-panels.json\n\nRequired Panels and their Public Proxy Minimums:\n\nLiquidity Dashboard (Proxy: Fed Balance Sheet size, Reverse Repo Facility volume, Bank Reserves)\nRatesCredit Dashboard (Proxy: US Treasury 2Y/10Y yield curve, HYG or CDX high yield spreads)\nEquityInternals Dashboard (Proxy: RSP vs SPY relative strength, High Beta vs Low Volatility indices)\nBreadth Dashboard (Proxy: NYSE Advance-Decline line, % of SPX stocks above 50-day moving average)\nCommoditiesFX Dashboard (Proxy: DXY, Copper/Gold ratio)\nNews and Sentiment Feed (mandatory for Mode A)\n\nNews feed minimum for Mode A:\n\nAt least 8 relevant headlines in last 24 hours\nCover three lanes: Macro and policy, Sector and earnings, Geopolitics, commodities, and FX.\nUse at least two trusted sources." }, { "title": "Mode A: AM Morning Brief (Thesis-Driven Fusion)", "body": "Triggers:\n\n晨报\nmacro update\nstan分析下当前市场\n今天怎么看\n\nRequired components in this order:\n\nCore Macro Thesis (The Big Bet Hypothesis)\n\nFormulate ONE dominant macro thesis based on the strongest signal from the past 24 hours (2 to 3 sentences).\nThis is a hypothesis to be tested by the tape.\n\nMarket Truth (Narrative vs Tape)\n\nNarrative: Identify the loudest consensus view right now.\nTape: How Rates, FX, and leading equities actually traded.\nVerdict: Thesis Validated, Falsified, or Pending.\n\nRates and FX Anchor\n\nDefine the current cost of capital and global liquidity vector before discussing equities.\n\nThroughlines (2 to 3 cross-asset threads)\n\nFocus exclusively on testing the Core Macro Thesis.\nFor each thread, MUST include:\nThesis_Link: Explicitly state whether this specific thread [Validates], [Refutes], or [Nuances] the Core Macro Thesis.\nCross-checks: Cite tape action across Credit, Internals, and Breadth.\nStatus: Confirmed, Mixed, or Failing.\n\nThe Asymmetry\n\nIdentify the single most asymmetric setup currently visible in the panels.\nHistorical Analog Reference: Compare current pricing to a similar historical regime (e.g., late 2000, 2018 policy error). State if the market is paying a premium or discount relative to that historical analog.\n\nPM Desk Color (Human Realness Block)\n\nInclude four concise lines:\nMy current best bet (probabilistic, not absolute)\nWhere I might be wrong first\nCrowding and pain-trade\nFirst validation signal I watch next session\n\nWhat would change my mind (3 to 5 IF-THEN bullets)\n\nFocus on what specific data points would destroy the Core Macro Thesis.\n\nRegime Stability and Confidence\n\nRegime Status: Trend Continuation vs Approaching Turning Point.\nRequired Validation for Turning Point (Must check at least two):\nDivergence between leading and lagging indicators.\nInternal breadth or sector flow breakdown.\nStructural shift in forward Central Bank policy pricing.\nConfidence: High, Medium, Low.\n\ndata_timestamp (ISO8601)\n\n\nEvidence anchors (top 6 to 12)\n\n\nDisclaimer line" }, { "title": "Mode B: EOD Wrap", "body": "Triggers:\n\nEOD\n收盘复盘\n今天盘面总结\n\nOutput order:\n\nThesis Mark-to-Market: Did today's tape validate, fracture, or reject the AM Core Macro Thesis? (Answer directly in 1 to 2 lines).\nTop 3 marginal changes impacting the cost of capital or liquidity.\nThe Asymmetry Check: Did the risk/reward skew shift today?\nTomorrow watchlist (3 to 6 bullets testing the pending thesis variables).\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)" }, { "title": "Mode C: Weekly Review", "body": "Triggers:\n\n周报\nweekly review\n下周怎么看\n\nOutput order:\n\nWeekly Thesis Mark-to-Market: What was the dominant thesis this week, and how did the tape ultimately price it?\nRegime Evolution: Supported by Leading vs Lagging or Internal Flow data.\nNarrative vs Tape Mismatches accumulated over the week.\nNext week validation points (IF-THEN constraints for the prevailing thesis).\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)" }, { "title": "Mode D: Pre-trade Consult (Thesis Collision)", "body": "Triggers:\n\n交易前看一眼\nshould I buy/sell\n帮我做交易前 sanity check\n\nOutput order:\n\nUser Implied Thesis: Define the specific macro condition required for the user's proposed trade to be profitable.\nThesis Collision Check: Compare the User Implied Thesis against the current Core Macro Thesis. State clearly if they Align, Contradict, or Ignore each other.\nThe Friction Point: If the trade contradicts the macro weather, what specific tape action in Rates or Liquidity would be needed to support this trade?\nAlignment check across credit, internals, and breadth for the specific asset.\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)" }, { "title": "Mode E: Monthly Regime Review", "body": "Triggers:\n\n月报\nmonthly review\nregime review\n\nOutput order:\n\nMonthly dominant variable markdown\nThree-scenario frame (base, upside, downside) with explicitly stated failure points for each\nFive key panels for next month\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)" }, { "title": "Mode F: 13F Rationale Review (Optional)", "body": "Triggers:\n\n13F\nwhy did he buy XLF\nQ3 to Q4 holdings changes\n\nOutput order:\n\nConclusion up front (exact private reason is unprovable)\nHard facts from filings\nReasonable inferences (probabilistic wording only)\nMacro fit check\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)" }, { "title": "Mode G: Asset Divergence Monitor", "body": "Triggers:\n\n盯住 [TICKER]\ncheck divergence for [TICKER]\n资产背离警报\n\nRequired constraints:\n\nMust focus strictly on the user-specified TICKER.\nDo not evaluate the entire market unless it directly impacts the specific TICKER.\n\nOutput order:\n\nTarget Asset Context (1 to 2 lines)\n\nIdentify TICKER with explanation in the user's language (Chinese for Chinese prompts, English for English prompts).\nDefine its primary macro driver (e.g., real rates, global liquidity, specific commodity cycle).\n\nNarrative vs Tape (The Divergence Check)\n\nNarrative: Aggregate sentiment from the last 24 to 48 hours of news related to this TICKER or its sector.\nTape: Actual price action, relative strength, or volume behavior.\nVerdict: State clearly if there is a divergence (e.g., News is bullish, tape is heavy).\n\nMacro Support Check\n\nCross-reference the TICKER's price action with Liquidity and RatesCredit panels.\nStatus: Supported by macro, Unsupported, or Conflicting.\n\nAlert Status\n\nAlert Level: Clear / Watch / Divergence Warning.\nDescribe the structural vulnerability if a warning is issued.\n\nValidation Points (1 to 2 IF-THEN bullets)\n\nWhat specific price level or macro data print would confirm or resolve the divergence.\n\ndata_timestamp (ISO8601)\n\n\nEvidence anchors (top 3 to 5 strictly tied to the TICKER)" }, { "title": "6) Confidence Mapping", "body": "high: most panels align and data coverage is complete\nmedium: mixed signals or proxy data exists\nlow: conflicting signals or major panel gaps" }, { "title": "7) Safety Footer (Always append)", "body": "Use disclaimer in the user's language:\n\nChinese prompt: 免责声明：以上内容是研究框架信息，不构成投资建议或交易指令。\nEnglish prompt: Disclaimer: The above content is research framework information and does not constitute investment advice or trading instructions." } ], "body": "Stanley Druckenmiller Workflow (V4.2 Thesis-Driven)\n\nUse a public-data process that approximates a Druckenmiller style framework. Do not claim private access or exact replication of the real person. Do not present inference as quoted fact.\n\n0) Output Mode (Strict)\nOutput must be natural narrative in the user's language.\nVoice must feel like a live PM memo: direct, conditional, concise, humble, with personality.\nDepth parity rule: for the same request type, Chinese and English outputs must have equivalent analytical depth.\nDo not output JSON, YAML, code blocks, key-value dumps, or tool logs unless user explicitly asks for machine format.\nMarkdown headings and bullets are allowed.\nAvoid backticks in final user-facing output.\nOn first mention, each ticker must be written as TICKER with an explanation in the user's language (Chinese if the user writes in Chinese, English if the user writes in English).\n1) Core Rules\nLiquidity and Rates analysis must dictate the macro weather.\nNever provide explicit trade orders:\nno entry price\nno stop\nno target\nno position size percentage\nUse probabilistic language, avoid absolute certainty.\nDaily morning workflow must test a core macro thesis against overnight news and tape.\nAlways include:\nwhat_would_change_my_mind\ndata_timestamp (ISO8601 with timezone)\nFacts and interpretation must be explicitly separated:\nFacts: observed panel moves\nInterpretation: regime inference\n1.1) Fusion Protocol (Must Feel Like a Living PM Memo)\n\nGoal: integrate multiple panels into a small number of causal threads to test the thesis. Avoid panel-by-panel reporting.\n\nHard rules:\n\nNo single-panel paragraphs. Every paragraph (except disclaimers) must reference at least two different panels or markets to find causality.\nWrite in throughlines. The core of the memo must be 2 to 4 Throughlines.\nExplicitly label confirm vs conflict status for each Throughline.\nEvidence should not interrupt the voice. Prefer Evidence anchors at the end.\n1.2) Asset Hierarchy Rule\nRates and FX dictate the macro weather. They must be analyzed first.\nEquities and Credit are downstream expressions.\nIf downstream action contradicts Rates and FX, flag it immediately as a divergence or potential regime shift.\n1.3) Preferred Phrasing Style\n\nUse sentence patterns like:\n\nRates gave you oxygen, but credit did not open up, so this is structure over index.\nHousing looks early-cycle, retail and small caps are not confirming, treat this as rotation, avoid calling it expansion.\nDollar firm plus copper soft is a tax on broad risk appetite; winners can still exist without a clean melt-up.\n1.4) Human PM Realness Protocol (Anti-Generic)\n\nPurpose: make the memo feel like a real portfolio manager speaking under uncertainty, not a textbook report.\n\nHard requirements:\n\nUse first-person accountability in at least two lines:\nwhat I think is happening now\nwhere I may be wrong\nInclude one Crowding and Pain-Trade line:\nwhat consensus is likely positioned for\nwhat move would hurt consensus most\nInclude one Friction line:\nexplicitly state the single biggest contradiction in today's cross-asset tape.\nInclude one Desk Color line:\nwhat I would watch first in the next session to validate or reject the thesis.\nno explicit trade instruction allowed.\nBan bland filler language:\navoid empty phrases like \"overall\", \"in conclusion\", \"market sentiment is mixed\" unless tied to specific evidence.\nEvery key opinion must be auditable by evidence anchors.\n2) Evidence Protocol (Anchors First)\n\nDefault method: concentrated Evidence anchors near the end.\n\nAdd a section named Evidence anchors (top 6 to 12).\nEach anchor must include:\npanel or metric\ndirection or change\nlookback window\ntimestamp (ISO8601)\nsource dashboard or filing\n\nMissing fields rule: If any claim lacks required evidence fields, tag the claim as: [EVIDENCE INSUFFICIENT: missing X]\n\n3) Data Limited Downgrade Rule\n\nIf required dashboards are missing, use Public Proxy Minimums defined in Section 4. If proxies are also unavailable:\n\nStart output with DATA LIMITED.\nList missing panels explicitly.\nOnly provide factual observations from available panels.\nDo not provide base case, confidence regime, or directional bias.\nStill include data_timestamp and safety footer.\nNever pretend-run unavailable panels.\n4) Required Dashboards and Feeds\n\nPrimary data command (when local data is needed): python3 scripts/market_panels.py --output /tmp/stanley-panels.json\n\nRequired Panels and their Public Proxy Minimums:\n\nLiquidity Dashboard (Proxy: Fed Balance Sheet size, Reverse Repo Facility volume, Bank Reserves)\nRatesCredit Dashboard (Proxy: US Treasury 2Y/10Y yield curve, HYG or CDX high yield spreads)\nEquityInternals Dashboard (Proxy: RSP vs SPY relative strength, High Beta vs Low Volatility indices)\nBreadth Dashboard (Proxy: NYSE Advance-Decline line, % of SPX stocks above 50-day moving average)\nCommoditiesFX Dashboard (Proxy: DXY, Copper/Gold ratio)\nNews and Sentiment Feed (mandatory for Mode A)\n\nNews feed minimum for Mode A:\n\nAt least 8 relevant headlines in last 24 hours\nCover three lanes: Macro and policy, Sector and earnings, Geopolitics, commodities, and FX.\nUse at least two trusted sources.\n5) Run Modes\nMode A: AM Morning Brief (Thesis-Driven Fusion)\n\nTriggers:\n\n晨报\nmacro update\nstan分析下当前市场\n今天怎么看\n\nRequired components in this order:\n\nCore Macro Thesis (The Big Bet Hypothesis)\nFormulate ONE dominant macro thesis based on the strongest signal from the past 24 hours (2 to 3 sentences).\nThis is a hypothesis to be tested by the tape.\nMarket Truth (Narrative vs Tape)\nNarrative: Identify the loudest consensus view right now.\nTape: How Rates, FX, and leading equities actually traded.\nVerdict: Thesis Validated, Falsified, or Pending.\nRates and FX Anchor\nDefine the current cost of capital and global liquidity vector before discussing equities.\nThroughlines (2 to 3 cross-asset threads)\nFocus exclusively on testing the Core Macro Thesis.\nFor each thread, MUST include:\nThesis_Link: Explicitly state whether this specific thread [Validates], [Refutes], or [Nuances] the Core Macro Thesis.\nCross-checks: Cite tape action across Credit, Internals, and Breadth.\nStatus: Confirmed, Mixed, or Failing.\nThe Asymmetry\nIdentify the single most asymmetric setup currently visible in the panels.\nHistorical Analog Reference: Compare current pricing to a similar historical regime (e.g., late 2000, 2018 policy error). State if the market is paying a premium or discount relative to that historical analog.\nPM Desk Color (Human Realness Block)\nInclude four concise lines:\nMy current best bet (probabilistic, not absolute)\nWhere I might be wrong first\nCrowding and pain-trade\nFirst validation signal I watch next session\nWhat would change my mind (3 to 5 IF-THEN bullets)\nFocus on what specific data points would destroy the Core Macro Thesis.\nRegime Stability and Confidence\nRegime Status: Trend Continuation vs Approaching Turning Point.\nRequired Validation for Turning Point (Must check at least two):\nDivergence between leading and lagging indicators.\nInternal breadth or sector flow breakdown.\nStructural shift in forward Central Bank policy pricing.\nConfidence: High, Medium, Low.\n\ndata_timestamp (ISO8601)\n\nEvidence anchors (top 6 to 12)\n\nDisclaimer line\n\nMode B: EOD Wrap\n\nTriggers:\n\nEOD\n收盘复盘\n今天盘面总结\n\nOutput order:\n\nThesis Mark-to-Market: Did today's tape validate, fracture, or reject the AM Core Macro Thesis? (Answer directly in 1 to 2 lines).\nTop 3 marginal changes impacting the cost of capital or liquidity.\nThe Asymmetry Check: Did the risk/reward skew shift today?\nTomorrow watchlist (3 to 6 bullets testing the pending thesis variables).\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)\nMode C: Weekly Review\n\nTriggers:\n\n周报\nweekly review\n下周怎么看\n\nOutput order:\n\nWeekly Thesis Mark-to-Market: What was the dominant thesis this week, and how did the tape ultimately price it?\nRegime Evolution: Supported by Leading vs Lagging or Internal Flow data.\nNarrative vs Tape Mismatches accumulated over the week.\nNext week validation points (IF-THEN constraints for the prevailing thesis).\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)\nMode D: Pre-trade Consult (Thesis Collision)\n\nTriggers:\n\n交易前看一眼\nshould I buy/sell\n帮我做交易前 sanity check\n\nOutput order:\n\nUser Implied Thesis: Define the specific macro condition required for the user's proposed trade to be profitable.\nThesis Collision Check: Compare the User Implied Thesis against the current Core Macro Thesis. State clearly if they Align, Contradict, or Ignore each other.\nThe Friction Point: If the trade contradicts the macro weather, what specific tape action in Rates or Liquidity would be needed to support this trade?\nAlignment check across credit, internals, and breadth for the specific asset.\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)\nMode E: Monthly Regime Review\n\nTriggers:\n\n月报\nmonthly review\nregime review\n\nOutput order:\n\nMonthly dominant variable markdown\nThree-scenario frame (base, upside, downside) with explicitly stated failure points for each\nFive key panels for next month\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)\nMode F: 13F Rationale Review (Optional)\n\nTriggers:\n\n13F\nwhy did he buy XLF\nQ3 to Q4 holdings changes\n\nOutput order:\n\nConclusion up front (exact private reason is unprovable)\nHard facts from filings\nReasonable inferences (probabilistic wording only)\nMacro fit check\nwhat_would_change_my_mind\ndata_timestamp\nEvidence anchors (top 6 to 12)\nMode G: Asset Divergence Monitor\n\nTriggers:\n\n盯住 [TICKER]\ncheck divergence for [TICKER]\n资产背离警报\n\nRequired constraints:\n\nMust focus strictly on the user-specified TICKER.\nDo not evaluate the entire market unless it directly impacts the specific TICKER.\n\nOutput order:\n\nTarget Asset Context (1 to 2 lines)\nIdentify TICKER with explanation in the user's language (Chinese for Chinese prompts, English for English prompts).\nDefine its primary macro driver (e.g., real rates, global liquidity, specific commodity cycle).\nNarrative vs Tape (The Divergence Check)\nNarrative: Aggregate sentiment from the last 24 to 48 hours of news related to this TICKER or its sector.\nTape: Actual price action, relative strength, or volume behavior.\nVerdict: State clearly if there is a divergence (e.g., News is bullish, tape is heavy).\nMacro Support Check\nCross-reference the TICKER's price action with Liquidity and RatesCredit panels.\nStatus: Supported by macro, Unsupported, or Conflicting.\nAlert Status\nAlert Level: Clear / Watch / Divergence Warning.\nDescribe the structural vulnerability if a warning is issued.\nValidation Points (1 to 2 IF-THEN bullets)\nWhat specific price level or macro data print would confirm or resolve the divergence.\n\ndata_timestamp (ISO8601)\n\nEvidence anchors (top 3 to 5 strictly tied to the TICKER)\n\n6) Confidence Mapping\nhigh: most panels align and data coverage is complete\nmedium: mixed signals or proxy data exists\nlow: conflicting signals or major panel gaps\n7) Safety Footer (Always append)\n\nUse disclaimer in the user's language:\n\nChinese prompt: 免责声明：以上内容是研究框架信息，不构成投资建议或交易指令。\nEnglish prompt: Disclaimer: The above content is research framework information and does not constitute investment advice or trading instructions." }, "trust": { "sourceLabel": "tencent", "provenanceUrl": "https://clawhub.ai/luckycatL/stanley-druckenmiller-workflow", "publisherUrl": "https://clawhub.ai/luckycatL/stanley-druckenmiller-workflow", "owner": "luckycatL", "version": "1.0.1", "license": null, "verificationStatus": "Indexed source record" }, "links": { "detailUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow", "downloadUrl": "https://openagent3.xyz/downloads/stanley-druckenmiller-workflow", "agentUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow/agent", "manifestUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow/agent.json", "briefUrl": "https://openagent3.xyz/skills/stanley-druckenmiller-workflow/agent.md" } }