analyze-investment-clock-rotation
CommunityDecode market cycles with the Investment Clock.
Data & Analytics#asset allocation#FRED#investment clock#macro data#quadrant analysis#rotation analysis
Authorfatfingererr
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill maps earnings growth against financial conditions to reveal the Investment Clock position, enabling precise quadrant, clock hour, and rotation analysis for informed asset allocation decisions.
Core Features & Use Cases
- Quadrant & clock analysis: Identify current quadrant (Q1/Q2/Q3/Q4) and compute the current clock hour based on coordinates.
- Rotation & cycle comparison: Assess rotation direction and magnitude, and compare cycles to historic patterns for contextual insight.
- Flexible data integration: Pulls earnings proxies (e.g., CP) and financial conditions indices (e.g., NFCI) from FRED with adjustable frequency and alignment, including optional smoothing and axis mappings.
Quick Start
Install dependencies and run the quick check to obtain the current Investment Clock position using default data sources, or provide a date range for a full-cycle analysis.
Dependency Matrix
Required Modules
pandasnumpyrequestsmatplotlib
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: analyze-investment-clock-rotation Download link: https://github.com/fatfingererr/macro-skills/archive/main.zip#analyze-investment-clock-rotation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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