dengxiaofeng-cycle-industry

Name: dengxiaofeng-cycle-industry
Author: xuboyuebobb

357stars13forks

How to install dengxiaofeng-cycle-industry?

xuboyuebobb/investorskills/dengxiaofeng-cycle-industry

$npx -y skills add xuboyuebobb/investorskills --skill dengxiaofeng-cycle-industry

Installs into the current project.

Summary

Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.

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SKILL.md

1	# Deng Xiaofeng Cycle Industry
2
3	Use this skill to apply Deng Xiaofeng / 邓晓峰-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- cycle industry analysis
10	- whether an industry is at cycle bottom or top
11	- deep industry research thesis
12	- Deng Xiaofeng-style value with cycle awareness
13
14	Trigger phrases include `邓晓峰`, `Deng Xiaofeng`, `cycle industry`, `行业周期`, `supply demand cycle`, `周期底部`.
15
16	## Do Not Use When
17
18	- Another skill fits better.
19	- Critical data for this model is missing.
20	- The user wants guaranteed returns or unbounded leverage.
21	- The request is generic chatter with no decision.
22
23	## Inputs Needed
24
25	- Asset, sector, market, or macro context
26	- Relevant financial, technical, policy, or sentiment data
27	- Time horizon and risk constraints
28	- Portfolio context if sizing is requested
29
30	## Process
31
32	1. Map the industry cycle: bottom, recovery, peak, downturn.
33	2. Analyze supply-demand dynamics and capacity additions.
34	3. Identify the industry leader with cost/scale advantage.
35	4. Buy at cycle bottom when price reflects pessimism; reduce at cycle top.
36
37	## Output Format
38
39	```md
40	# Deng Xiaofeng Cycle Industry View: [Subject]
41
42	## Verdict
43	Buy Cycle Bottom / Watch / Cycle Still Falling / At Cycle Top / Pass
44
45	## Thesis
46
47	## Evidence
48
49	## Risks
50
51	## Action Plan
52
53	## Invalidation
54
55	## Missing Data
56	```
57
58	## Guardrails
59
60	- Follow the skill process; do not free-style.
61	- Separate facts, assumptions, and judgment.
62	- Define invalidation before sizing.
63	- Not financial advice.
64
65	## Questflow Use
66
67	Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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dengxiaofeng-cycle-industry

357stars13forks

View on GitHub

How to install dengxiaofeng-cycle-industry?

xuboyuebobb/investorskills/dengxiaofeng-cycle-industry

$npx -y skills add xuboyuebobb/investorskills --skill dengxiaofeng-cycle-industry

Installs into the current project.

Summary

Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.

Files · 1

View on GitHub

SKILL.md

1	# Deng Xiaofeng Cycle Industry
2
3	Use this skill to apply Deng Xiaofeng / 邓晓峰-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- cycle industry analysis
10	- whether an industry is at cycle bottom or top
11	- deep industry research thesis
12	- Deng Xiaofeng-style value with cycle awareness
13
14	Trigger phrases include `邓晓峰`, `Deng Xiaofeng`, `cycle industry`, `行业周期`, `supply demand cycle`, `周期底部`.
15
16	## Do Not Use When
17
18	- Another skill fits better.
19	- Critical data for this model is missing.
20	- The user wants guaranteed returns or unbounded leverage.
21	- The request is generic chatter with no decision.
22
23	## Inputs Needed
24
25	- Asset, sector, market, or macro context
26	- Relevant financial, technical, policy, or sentiment data
27	- Time horizon and risk constraints
28	- Portfolio context if sizing is requested
29
30	## Process
31
32	1. Map the industry cycle: bottom, recovery, peak, downturn.
33	2. Analyze supply-demand dynamics and capacity additions.
34	3. Identify the industry leader with cost/scale advantage.
35	4. Buy at cycle bottom when price reflects pessimism; reduce at cycle top.
36
37	## Output Format
38
39	```md
40	# Deng Xiaofeng Cycle Industry View: [Subject]
41
42	## Verdict
43	Buy Cycle Bottom / Watch / Cycle Still Falling / At Cycle Top / Pass
44
45	## Thesis
46
47	## Evidence
48
49	## Risks
50
51	## Action Plan
52
53	## Invalidation
54
55	## Missing Data
56	```
57
58	## Guardrails
59
60	- Follow the skill process; do not free-style.
61	- Separate facts, assumptions, and judgment.
62	- Define invalidation before sizing.
63	- Not financial advice.
64
65	## Questflow Use
66
67	Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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Type