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Mr Market

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kangarooking
mr-market

用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时。 语言信号:"市场在跌,是不是该卖"/"大家都在买"/"这只股票涨了很多,一定有道理" 不适用于:纯粹的企业基本面分析(不含市场价格判断的场景)。

Overview

Publisherkangarooking
Repositorybuffett-letters-skill
Skill namemr-market
Stars
109
Forks
20
Bundled files
1
LicenseMIT
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 1 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by kangarooking on GitHub. Read the source before you install it.

Installation

Install the Mr Market AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/kangarooking/buffett-letters-skill/tree/main/mr-market
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/kangarooking/buffett-letters-skill.git /tmp/buffett-letters-skill
mkdir -p .claude/skills
cp -r /tmp/buffett-letters-skill/mr-market .claude/skills/mr-market
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Mr Market in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Mr Market on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Mr Market is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

市场先生思维(含投票机vs称重机)

R — 原文 (Reading)

"He said that you should imagine market quotations as coming from a remarkably accommodating fellow named Mr. Market who is your partner in a private business... Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that is useful to you."

— Warren Buffett, 1987年信 (引用 Benjamin Graham)

"In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine."

— Benjamin Graham, 引用于1987年信和2017年信


I — 方法论骨架 (Interpretation)

市场先生是一个行为框架,核心逻辑:

  1. 把市场价格想象为一个叫"市场先生"的情绪化合伙人每天的报价
  2. 他每天都会报一个买入价和卖出价——你可以接受也可以忽略
  3. 他有时极度乐观(报高价),有时极度悲观(报低价)——情绪波动是你的机会
  4. 他为你的决策提供服务,但不提供指导——他的报价不是"信号",而是"工具"
  5. 短期看,市场是投票机(谁的故事更动听);长期看,市场是称重机(企业的真实价值终将反映在价格上)
  6. 你不需要预测市场先生的情绪——你只需要在他报出荒谬价格时利用它

A1 — 书中的应用 (Past Application)

案例1: Washington Post 1973-74年

  • 问题: 市场暴跌,Washington Post股价从内在价值的1/4跌到不到1/5
  • 方法论的使用: 市场先生的极度悲观恰好提供了买入机会——他报了一个荒谬的低价
  • 结论: 大量买入
  • 结果: 持有数十年,回报数十倍

案例2: 互联网泡沫 1999-2000年

  • 问题: 所有科技股暴涨,价值投资者严重落后
  • 方法论的使用: 市场先生极度乐观——他在报高价,但企业的"重量"并没有增加
  • 结论: 坚持不参与
  • 结果: 成功避开泡沫破裂

A2 — 触发场景 (Future Trigger) ★

用户会在什么情境下需要这个 skill?

  1. 持有的资产价格大幅下跌,开始恐慌
  2. 市场持续上涨,产生"不买就错过"的焦虑
  3. 试图从价格走势中推断企业价值
  4. 因为"大家都在买/卖"而想要跟风
  5. 纠结是否应该"止损"

语言信号

  • "市场在跌,是不是该卖?"
  • "大家都在买这个"
  • "这只股票涨了很多,一定有道理"
  • "我亏了X%,要不要割肉"
  • "现在是不是底部/顶部?"

与相邻 skill 的区分

  • 与 fear-and-greed 的区别:恐惧贪婪是具体行动原则(买/卖),市场先生是更底层的认知框架(你怎么看待市场价格)
  • 与 business-picker 的区别:做生意关注企业分析,市场先生关注如何对待市场报价

E — 可执行步骤 (Execution)

  1. 识别市场先生的当前情绪

    • 完成标准:用1-2句话描述市场当前情绪(极度乐观/温和乐观/中性/温和悲观/极度悲观),并给出依据
  2. 分离"报价"与"价值"

    • 完成标准:写出现价 vs 你的内在价值估计,标注差距大小
    • 判停条件:如果无法估计内在价值 → 先用 aesop-three-questions 估值
  3. 决定行动

    • 如果市场先生报高价(>内在价值)→ 不买/考虑卖
    • 如果市场先生报低价(<内在价值)→ 考虑买/持有
    • 如果市场先生报合理价 → 不行动
    • 完成标准:行动基于价值-价格对比,而非基于市场情绪或价格走势

B — 边界 (Boundary)

不要在以下情况使用此 skill

  • 当你需要流动性(必须卖出)时——市场先生的报价就是你必须接受的价格
  • 在非公开市场的资产中(没有市场先生的报价)
  • 当你没有能力独立评估内在价值时——此时你无法判断市场先生的报价是否"荒谬"

作者的盲点 / 时代局限

  • 巴菲特作为最大股东不需要面对赎回压力——普通投资者有流动性约束
  • "忽略市场先生"需要极强的心理素质和长期资金——散户很难做到
  • 在极端情况下(如杠杆被迫平仓),即使知道市场先生是错的也无法不行动

容易混淆的邻近方法论

  • 不是"逆向投资"的简单版——逆向投资是行动,市场先生是认知框架
  • 不是"技术分析"——市场先生不关注价格走势形态,只关注价格与价值的关系

相关 skills (阶段 3 填充)

  • depends-on: business-picker, aesop-three-questions
  • contrasts-with: (无)
  • composes-with: fear-and-greed, margin-of-safety

审计信息

  • 验证通过: V1 ✓ / V2 ✓ / V3 ✓
  • 测试通过率: 待阶段 4 验证
  • 蒸馏时间: 2026-04-16

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Mr Market AI skill do?

用户在市场波动中情绪受到影响,或试图从市场价格变动中获取信息而非从企业分析中获取信息时。 语言信号:"市场在跌,是不是该卖"/"大家都在买"/"这只股票涨了很多,一定有道理" 不适用于:纯粹的企业基本面分析(不含市场价格判断的场景)。

Why use Mr Market on TypingMind?

Because you install it once and use it with any model. Mr Market is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Mr Market in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/kangarooking/buffett-letters-skill/tree/main/mr-market. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Mr Market?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Mr Market?

As many as you like. As long as a model supports skills, you can use Mr Market with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Mr Market AI skill free?

Yes. It is published on GitHub by kangarooking under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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