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在 OpenClaw 中安装
/install second-level-thinking
功能描述
Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluat...
安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install second-level-thinking - 安装完成后，直接呼叫该 Skill 的名称或使用
/second-level-thinking触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
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.
元数据
常见问题
Howard Marks' Second Level Thinking 是什么？
Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluat... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 263 次。
如何安装 Howard Marks' Second Level Thinking？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install second-level-thinking」即可一键安装，无需额外配置。
Howard Marks' Second Level Thinking 是免费的吗？
是的，Howard Marks' Second Level Thinking 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
Howard Marks' Second Level Thinking 支持哪些平台？
Howard Marks' Second Level Thinking 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 Howard Marks' Second Level Thinking？
由 0xEzreal（@0xezreal）开发并维护，当前版本 v1.0.0。
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