Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
Version History
Maintenance release: README polish and workflow documentation updates.
What This Skill Does
Implements a macro analysis workflow modeled on Stanley Druckenmiller's thesis-driven approach. Outputs live PM memo-style narratives in Chinese or English, integrating liquidity, rates, credit, and equity internals into causal throughlines. Seven distinct run modes cover morning briefs, EOD wraps, pre-trade checks, weekly and monthly reviews.
The fusion protocol requires every paragraph to cross-reference at least two panels, forcing causal throughlines instead of the panel-by-panel summaries most market tools produce.
When to use it
- Morning macro brief before US market open
- End-of-day review of whether tape validated the AM thesis
- Pre-trade sanity check against current macro weather
- Weekly regime review after a volatile week
- 13F holdings analysis to infer a position's macro rationale
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: 晨报
- 1Formulates one dominant core macro thesis from the strongest 24-hour signal
- 2Compares consensus narrative against actual tape action in rates, FX, and leading equities
- 3Builds 2-3 cross-asset throughlines, each labeled as validating, refuting, or nuancing the thesis
- 4Generates PM desk color block: best bet, where I may be wrong, crowding and pain-trade, first validation signal
- 5Appends what-would-change-my-mind bullets, regime confidence rating, evidence anchors, and disclaimer
A narrative PM memo in Chinese covering the core macro thesis verdict, throughlines with confirm/conflict status, asymmetric setup, and structured evidence anchors