stock-sector
Skill9 starsChanged 6 months agoMITView on GitHub
Sector and macro context for an industry or stock. Use when the user asks about a sector, industry dynamics, macro tailwinds, competitive landscape, or market structure.
In this repository16 other files it gives its agents.
- etf-compareSkill
- etf-portfolioSkill
- etf-screenSkill
- etf-sectorSkill
- stock-analystSkill
- stock-balance-sheetSkill
- stock-earningsSkill
- stock-filingSkill
- stock-managementSkill
- stock-moatSkill
- stock-monitorSkill
- stock-portfolioSkill
- stock-red-flagsSkill
- stock-screenSkill
- stock-thesisSkill
- stock-valuationSkill
The file
Files
Give me the macro and sector setup in 4 sections:
- SECULAR TAILWINDS — what structural forces drive this sector for the next decade?
- CYCLE POSITION — where are we in the industry cycle? Early / mid / late / downturn?
- REGULATORY ENVIRONMENT — what regulatory changes are pending and who do they help/hurt?
- COMPETITIVE INTENSITY — is the sector consolidating or fragmenting? Pricing trends?
Then: which 2–3 companies are best positioned to take share in the next downturn, and why?
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