--- name: fengliu-reverse-weakhand description: "Use when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability." invest: ./invest.md --- # Feng Liu Reverse Weak-Hand Use this skill to apply Feng Liu / 冯柳-style judgment. ## When To Use Use this skill when the user asks for: - 弱者体系 analysis - reverse/contrarian A-share decision - asymmetric risk/reward setup - whether consensus is wrong and downside is limited Trigger phrases include `冯柳`, `Feng Liu`, `弱者体系`, `reverse investing`, `consensus divergence`, `asymmetric`, `逆向投资`. ## 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. Identify where consensus is strongest and potentially wrong. 2. Check if downside is already priced in (跌不动). 3. Assess asymmetry: upside if wrong consensus breaks vs cost if it doesn't. 4. Size by probability, not by conviction. Add as evidence improves. ## Output Format ```md # Feng Liu Reverse Weak-Hand View: [Subject] ## Verdict Asymmetric Long / Watch / Consensus Still Right / 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.