# Dengxiaofeng Cycle Industry

> Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.

- **Type:** Skill
- **Install:** `agentstack add skill-xuboyuebobb-investorskills-dengxiaofeng-cycle-industry`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [xuboyuebobb](https://agentstack.voostack.com/s/xuboyuebobb)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [xuboyuebobb](https://github.com/xuboyuebobb)
- **Source:** https://github.com/xuboyuebobb/investorskills/tree/main/skills/dengxiaofeng-cycle-industry
- **Website:** https://questflow.ai

## Install

```sh
agentstack add skill-xuboyuebobb-investorskills-dengxiaofeng-cycle-industry
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Deng Xiaofeng Cycle Industry

Use this skill to apply Deng Xiaofeng / 邓晓峰-style judgment.

## When To Use

Use this skill when the user asks for:

- cycle industry analysis
- whether an industry is at cycle bottom or top
- deep industry research thesis
- Deng Xiaofeng-style value with cycle awareness

Trigger phrases include `邓晓峰`, `Deng Xiaofeng`, `cycle industry`, `行业周期`, `supply demand cycle`, `周期底部`.

## Do Not Use When

- Another skill fits better.
- Critical data for this model is missing.
- The user wants guaranteed returns or unbounded leverage.
- The request is generic chatter with no decision.

## Inputs Needed

- Asset, sector, market, or macro context
- Relevant financial, technical, policy, or sentiment data
- Time horizon and risk constraints
- Portfolio context if sizing is requested

## Process

1. Map the industry cycle: bottom, recovery, peak, downturn.
2. Analyze supply-demand dynamics and capacity additions.
3. Identify the industry leader with cost/scale advantage.
4. Buy at cycle bottom when price reflects pessimism; reduce at cycle top.

## Output Format

```md
# Deng Xiaofeng Cycle Industry View: [Subject]

## Verdict
Buy Cycle Bottom / Watch / Cycle Still Falling / At Cycle Top / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Follow the skill process; do not free-style.
- Separate facts, assumptions, and judgment.
- Define invalidation before sizing.
- Not financial advice.

## Questflow Use

Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [xuboyuebobb](https://github.com/xuboyuebobb)
- **Source:** [xuboyuebobb/investorskills](https://github.com/xuboyuebobb/investorskills)
- **License:** MIT
- **Homepage:** https://questflow.ai

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-xuboyuebobb-investorskills-dengxiaofeng-cycle-industry
- Seller: https://agentstack.voostack.com/s/xuboyuebobb
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.