second-level-thinking
Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluating a trade thesis, stress-testing a conviction, or asking whether a stock/asset/market is actually as attractive as it looks. Also trigger when the user wants to challenge their own reasoning ("am I just following the crowd?"), wants to identify what the market is mispricing, is debating whether a consensus view is already fully reflected in price, or asks about risk/reward asymmetry, market cycles, or contrarian positioning. The skill channels Marks' philosophy: superior returns require being different AND right — and that starts with understanding what everyone already believes.
Installation and usage
Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluating a trade thesis, stress-testing a conviction, or asking whether a stock/asset/market is actually as attractive as it looks. Also trigger when the user wants to challenge their own reasoning ("am I just following the crowd?"), wants to identify what the market is mispricing, is debating whether a consensus view is already fully reflected in price, or asks about risk/reward asymmetry, market cycles, or contrarian positioning. The skill channels Marks' philosophy: superior returns require being different AND right — and that starts with understanding what everyone already believes.
安装后，您可以通过在终端运行以下命令来使用此技能：
skills use second-level-thinking