Results for “sector-rotation”

Detect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis, analyzing RSP/SPY concentration, yield curve, credit conditions, size factor, equity-bond relationship, and sector rotation to identify regime shifts.

Use this skill for secret inventory, env vars, rotation plans, safe dev/prod separation, leak response. Trigger when the task involves security work related to Secrets Env Rotation, implementation, audits, debugging, strategy, or validation.

Scout research skill — Idea Memory

The relevant axis is not "how do we deploy" but "how fast and how cheaply can we

Quantifies market top probability using O'Neil Distribution Days, Minervini leading stock deterioration, and Monty defensive sector rotation, producing a 0-100 composite score with risk zone classification for tactical 2-8 week timing signals.

Compute fully-loaded cost-to-serve per channel, channel ROI under cash/LTV/marginal lenses, and optimal channel mix subject to strategic constraints for quarterly channel reviews.

Manage production secret infrastructure with HashiCorp Vault, cloud secret stores, automated rotation, and audit logging.

Automate credential rotation for service accounts across Active Directory, cloud platforms, and application databases to eliminate stale secrets and reduce compromise risk.

Audit environment-variable hygiene and secrets safety across local development and production with practical scanning, drift awareness, and rotation readiness.

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

Growth strategy for product-led and loop-driven growth systems. Use when building growth strategy, designing growth loops, planning acquisition channels, evaluating network effects, deciding when to scale, or coordinating product, engineering, data, and marketing around growth. For SEO audits use seo-and-aeo-strategy; for page/form CRO use conversion-rate-optimization; for A/B test design use ab-test-setup.

用 Serenity 的供应链卡点逆向投资逻辑分析美股/AI 供应链标的,产出专业投研报告,包含逆向链显形、卡点判据、估值与证伪门。

Deploy an entire redesigned site to AEM Edge Delivery Services by inventorying migrated pages, deduplicating blocks, and driving per-page deployment with tracking and verification.

v4.1.0 reward function redesign to fix overtrading and DSR dominance

Analyzes market breadth using Monty's Uptrend Ratio Dashboard data to diagnose the current market environment. Generates a 0-100 composite score from 5 components (breadth, sector participation, rotation, momentum, historical context).

Evaluates account-level drawdown and losing-streak rules from local thesis files to decide whether new trade risk is allowed, without external APIs.

Design and improve revenue operations, lead lifecycle rules, scoring, routing, handoffs, and CRM process automation. Use when marketing, sales, and customer success workflows need clearer operational structure.

Build a quarterly bookings forecast with commit, best-case, and pipe-only tiers, project cohort-level NRR/GRR to surface leaky cohorts, and score per-stage funnel confidence using coefficient-of-variation analysis.

Routes commercial inquiries to specialized sub-skills for pricing, deal desk, partnerships, channel economics, policy, RFP response, and forecasting. Provides deterministic decision support with canon-cited analysis and human-approver routing.

Expert product strategy advisor for Senior PMs. Use this skill — proactively and without waiting to be asked — whenever defining a product vision, setting quarterly OKRs, building a roadmap, choosing between competing bets, entering a new product area, or when stakeholders disagree on direction. Also triggers for: "what should we prioritize", "we need a north star", "how do we choose between X and Y", "roadmap conflict", "what are our bets this quarter", "strategy alignment", "choosing what NOT to build", "three bets with trade-offs", "stakeholder misalignment on direction", "product direction for next quarter", "OKR planning". Produces a decision-focused strategy doc: North Star metric, Opportunity Tree, three bets with explicit trade-offs (including do nothing), and a recommended bet with its key assumption.

Expert in designing and optimizing growth loops - self-reinforcing systems where the output of one cycle becomes the input for the next. Covers viral loops, content loops, paid loops, sales loops, and product loops. Knows how to identify, measure, and accelerate the specific loop mechanics that drive sustainable growth. Use when "growth loop, viral loop, content loop, flywheel, compounding growth, acquisition loop, referral loop, " mentioned.

Designs and improves revenue operations, including lead lifecycle rules, scoring, routing, handoffs, and CRM process automation for marketing, sales, and customer success alignment.

Audits technical SEO across nine categories including crawlability, indexability, security, URL structure, mobile, Core Web Vitals, structured data, JavaScript rendering, and IndexNow, producing a scored report with prioritized fixes.

Design and improve revenue operations, lead lifecycle rules, scoring, routing, handoffs, and CRM process automation. Use when marketing, sales, and customer success workflows need clearer operational structure.

Design and improve revenue operations, lead lifecycle rules, scoring, routing, handoffs, and CRM process automation. Use when marketing, sales, and customer success workflows need clearer operational structure.

当观察到或经历某种极端转化现象，或试图主动促成根本性观念转变时

Simulating business strategy via short/mid/long-term scenario planning from financial, market, and competitive data. Applies SWOT/PESTLE/Porter, KPI forecasting, roadmaps. Does not write code.

Orquesta el ecosistema de agentes: decide qué modelo o tier usar, delega tareas a sub-agentes especializados y planifica arquitectura técnica.

Roll up the health of a customer book or segment into moves, not colors. At-risk accounts, renewals due, expansion candidates, and the accounts quietly going dark, each with the one move it needs. Built for B2B customer success teams, customizable to your data and your book. Trigger on "how's my book", "customer health report", "which accounts in my book need attention", "what's up for renewal", "who's going quiet", or any book-health diagnostic.

Design and improve revenue operations, lead lifecycle rules, scoring, routing, handoffs, and CRM process automation. Use when marketing, sales, and customer success workflows need clearer operational structure.

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

Composite skill — safely refactor a module end-to-end with sequencing, parallel implementation, post-refactor cleanup, and rationale capture. Chains refactor-plan (phased plan + rollback) → three-man-team (architect/builder/reviewer in parallel) → fix-the-suite post-refactor → adr-write → docs-sync. Use for non-trivial refactors that need both careful sequencing and durable record.

Harness Strategy