Claude/gold dashboard price skfa42#276
Open
gkdlswm5 wants to merge 10 commits into
Open
Conversation
Investment-decision-oriented competitive analysis on MP Materials (NYSE: MP), produced using the `competitive-analysis` and `comps-analysis` skills from plugins/vertical-plugins/financial-analysis. Deliverables in analysis/MP/: - MP-Competitive-Analysis.pptx (18 slides) — exec summary, market, industry economics, peer profiles (Lynas deep-dive + UUUU/USAR/CNREG/ALB), 2x2 positioning, moats grid, bull/base/bear, catalysts, decision frame - MP-Comps-Analysis.xlsx (5 tabs) — Inputs (with cell comments citing every source), Operating Metrics, Valuation, REE-Specific (capacity multiples), Notes - build_comps.py / build_deck.py — reproducible build scripts Peer set: MP, Lynas, Energy Fuels, USA Rare Earth, China Northern Rare Earth, Albemarle. Date: May 2026. Caveat: MCP data sources (CapIQ / FactSet / Daloopa) not configured in this environment — public sources used and [E] estimates flagged in cell comments. https://claude.ai/code/session_01VCX3Tmx1dtT8qoz4oxMuri
Single self-contained HTML file mirroring all 18 slides from the PPTX, optimized for vertical-scrolling on tablet/mobile. Chart images embedded as base64 — no external assets. Renders via raw.githack.com link for direct viewing in a tablet browser. https://claude.ai/code/session_01VCX3Tmx1dtT8qoz4oxMuri
Investment-decision-oriented analysis for Walmart (NYSE: WMT) using the `competitive-analysis` and `comps-analysis` skills, mirroring analysis/MP/. - 18-slide PPTX: thesis -> market -> retail value chain -> WMT profile + moats -> peer set -> 2x2 positioning -> Costco deep dive -> TGT/KR/BJ trio -> Amazon comparability caveat -> scoreboard -> moats grid -> bull/base/bear -> catalysts 2026-2028 -> decision frame -> sources. - 5-tab XLSX (Inputs / Operating Metrics / Valuation / Retail-Specific / Notes) with formula-not-hardcode discipline; every input has a cell comment citing source or assumption; [E] flags estimates. - Retail-Specific tab adds comp-sales %, e-com %, ad revenue $, and membership revenue $ -- the columns that actually differentiate the WMT / COST / TGT / AMZN / KR / BJ peer set. - Peer set per skill 4-6 rule; Costco gets the deep-dive treatment. https://claude.ai/code/session_01VCX3Tmx1dtT8qoz4oxMuri
Single self-contained HTML mirroring the 18-section deck as vertically- scrolling cards (Tailwind via CDN; charts embedded as base64). Same shape as analysis/MP/MP-Competitive-Analysis.html. https://claude.ai/code/session_01VCX3Tmx1dtT8qoz4oxMuri
Add competitive analysis decks and comps workbooks for WMT and MP
Self-contained HTML dashboard showing spot price, weekly range, YoY change, the five drivers behind gold's move, key macro prints, and the layered demand/production price floors.
US-Iran peace deal, oil down, gold rallied to ~$4,350. Adds GLD reference price/levels, Fed-this-week (Warsh) context, and refreshes drivers, macro prints, and floor bands with GLD equivalents.
Replaces hardcoded snapshot numbers with client-side fetch from Stooq (XAUUSD + GLD.US), auto-refreshing every 60s with a CORS-proxy fallback and a static last-known snapshot if the feed is unreachable. GLD backing ratio and floor-band GLD equivalents now compute live. Drivers/macro remain hand-curated and dated.
US-Iran deal signing set for Jun 19 (Switzerland); Fed/Warsh hold at 3.50-3.75% (~97%); Dec'26 hike odds collapse ~90%->60%; gold up 5th straight session. Bumps fallback snapshot spot to ~$4,347.
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
No description provided.