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Install in OpenClaw
/install second-level-thinking
Description
Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluat...
Usage Guidance
This skill is an instructional planner for investment analysis and appears internally consistent. Before installing: (1) understand it will direct the agent to fetch and cite public sources — verify those citations yourself, (2) remember it is not personalized financial advice and does not replace a licensed advisor, and (3) ensure your agent's browsing/network permissions and data-sharing policies align with your privacy preferences (the skill may cause the agent to query external websites). Otherwise there are no unexpected credential or install demands to worry about.
Capability Analysis
Type: OpenClaw Skill
Name: second-level-thinking
Version: 1.0.0
The skill bundle provides a structured framework for an AI agent to perform financial analysis based on Howard Marks' 'Second Level Thinking.' The instructions in SKILL.md are purely analytical, guiding the agent to research public financial data (e.g., SEC filings, earnings transcripts) and evaluate investment theses without any evidence of malicious intent, data exfiltration, or unauthorized system access.
Capability Assessment
Purpose & Capability
Name and description match the SKILL.md content. The guidance focuses on valuation, supply/demand frictions, scenario construction, and edge testing — all consistent with an investment-analysis framework. There are no unrelated capabilities or requests (no cloud creds, binaries, or config paths).
Instruction Scope
The SKILL.md instructs the agent to research public filings, transcripts, market data, and historical sources, and to cite them. Those instructions stay within investment analysis scope and do not direct the agent to read unrelated files, environment variables, or exfiltrate private data. It emphasizes citing sources and avoiding fabricated numbers.
Install Mechanism
No install spec and no code files — this is instruction-only, so nothing will be written to disk or downloaded. This is the lowest-risk install footprint.
Credentials
The skill requires no environment variables, credentials, or config paths. The analysis tasks described legitimately rely on public data and research; there are no disproportionate secret or credential requests.
Persistence & Privilege
always is false and the skill is user-invocable with normal autonomous invocation allowed. That is appropriate for a domain skill that should trigger during investment-related conversations. It does not request persistent system-level privileges or modify other skills.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install second-level-thinking - After installation, invoke the skill by name or use
/second-level-thinking - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of the skill for applying Howard Marks' Second Level Thinking framework to investments.
- Guides users through a seven-stage process: Decode the Consensus, Second-Level Challenge, Supply/Demand Economics, Risk Asymmetry, Cycle Positioning, Structural Edge Test, and Verdict.
- Emphasizes evidence-based analysis, explicit citing of data sources, and rigorous testing of investment theses.
- Highlights common analytical pitfalls and failure modes to avoid first-level thinking.
- Prompts users for missing information to ensure robust and actionable output.
Metadata
Frequently Asked Questions
What is Howard Marks' Second Level Thinking?
Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluat... It is an AI Agent Skill for Claude Code / OpenClaw, with 263 downloads so far.
How do I install Howard Marks' Second Level Thinking?
Run "/install second-level-thinking" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Howard Marks' Second Level Thinking free?
Yes, Howard Marks' Second Level Thinking is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Howard Marks' Second Level Thinking support?
Howard Marks' Second Level Thinking is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Howard Marks' Second Level Thinking?
It is built and maintained by 0xEzreal (@0xezreal); the current version is v1.0.0.
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