Macro analysis
Skill alzadjaliaafra-hash/murshidi-knowledge-layer/models/macro-analysis
Modular, fine-tuning-ready knowledge architecture for financial-domain LLMs — 9 domain models, each an activatable skill with knowledge corpus, instruction dataset, and held-out evals.
npx -y skills add alzadjaliaafra-hash/murshidi-knowledge-layer --skill macro-analysisAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
2 things to look at
- 27 days oldThe repository was created 27 days ago. New is not bad, but a brand new repository carrying a familiar-sounding name is the shape a typosquat arrives in, and there has been no time for anyone else to find a problem with it.
- 0 stars0 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.
What its author says it does
Copied from the file, not written here
Macro and commodity research framework focused on energy markets (oil, gas, LNG) and Gulf-region dynamics — sovereign credit, infrastructure capex cycles, energy transition realignment, and capital-flow analysis, structured through the Pattern → Structure → Revealed Value reporting rhythm with opportunity cards and risk matrices. Activate with /macro, "macro brief", "commodity outlook", or "regional research".
SKILL.md
3.1 KB, 531 tokens by cl100k_base, as published. Nobody here has run it
Macro & Commodity Analysis
A research framework for producing decision-grade macro briefs on energy markets and emerging-market regional dynamics, with a Gulf-region specialisation.
Coverage Architecture
| Pillar | Scope |
|---|---|
| Energy markets | Crude benchmarks, natural gas, LNG contracting cycles, OPEC+ supply management |
| Sovereign & credit | Fiscal breakevens, sovereign ratings trajectories, external balances |
| Infrastructure capex | Project pipelines, utility privatisations, PPP programmes |
| Energy transition | Renewables buildout, hydrogen ambitions, stranded-asset risk, realignment of energy diplomacy |
| Capital flows | FDI patterns, regional stability premia, sanctions and compliance perimeters |
Analytical Doctrine
Oil and gas function as geopolitical currency: supply decisions are policy instruments, not just market responses, so every price view embeds a political-economy read. Regional rivalries and partnerships (within the GCC, across the Gulf, and with Asian demand centres) shape contract flows and project awards ahead of any market signal. Neutral-positioned economies earn a stability premium visible in financing spreads and FDI persistence. Energy transition is treated as a realignment of dependencies — new critical-mineral and technology chokepoints replacing hydrocarbon ones — rather than a simple demand decline.
Report Structure (the READ rhythm)
Every brief runs Pattern → Structure → Revealed Value:
- Pattern — the data: what moved, the trend, the anomaly (charts mandatory)
- Structure — the causal architecture: why it moved, which structural force is binding
- Revealed Value — the action: the deal, the position, the financing window it opens
Each brief carries: a lead number that matters most (visible within 3 seconds), five supporting charts, opportunity cards (deal name, size, instrument, timeline, priority tag — all five fields mandatory), a probability × impact risk matrix with colour-coded pills, and a fee-wallet estimate where the reader is a financing institution.
Quality Gates
No brief ships without: every number sourced and dated; every chart carrying its takeaway in the title; the counter-thesis stated and priced; and the "what would change this view" trigger named. Commentary boxes follow the factual / missed / action structure — what happened, what consensus missed, what to do.
Resources
knowledge/methodology.md— full coverage doctrine and report anatomydataset/train.jsonl— instruction-tuning pairseval/eval.jsonl— held-out evaluation questions