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clarion-expected-return-calc

90 / 100 · Low risk

Fine to try.

By zocomputer/skills (GitHub) · other · 46 stars · scanned at commit a86c4b1

Compute the equity-vs-T-bill allocation for the Value bucket (50% of portfolio). Implements the Expected-Return Framework — looks up the historical 10-year forward return from the S&P 500 Shiller CAPE, computes the regime-adjusted hurdle (rf + regime premium), and produces a 5-tier verdict (STRONG EQUITY / LEAN EQUITY / NEUTRAL / LEAN T-BILLS / MAXIMUM T-BILLS) with recommended Value-bucket equity/T-bill split. Use when the user asks "should I be in stocks or bonds right now?", "what's the equi…

Works with any agent that supports SKILL.md skills.

What this skill can do

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'clarion-expected-return-calc' ] || [ -L ~/.agents/skills/'clarion-expected-return-calc' ]; then echo 'A skill folder named clarion-expected-return-calc already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/zocomputer/skills' "$d" && git -C "$d" checkout --quiet 'a86c4b112e108e0d1938f5e61ee3a1de59e37f1d' -- 'External/clarion-expected-return-calc' && mkdir -p ~/.agents/skills && cp -R "$d"/'External/clarion-expected-return-calc' ~/.agents/skills/'clarion-expected-return-calc' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'clarion-expected-return-calc' ~/.claude/skills/'clarion-expected-return-calc' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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