Market Analyst 📈

A Python-based market analysis framework combining two powerful investment methodologies:

• Stanley Druckenmiller's macro-driven approach (top-down economic analysis)
• Chris Camillo's social arbitrage strategy (bottom-up trend detection)

Scans stocks daily using a dual-framework scoring system:

• Fetches macro data (GDP, unemployment, inflation) via FRED API
• Tracks social trends via Google Trends and web scraping
• Monitors thought leaders (Druckenmiller, Camillo) for insights
• Scores stocks 0-10 on both frameworks
• Delivers daily picks with combined scores + reasoning

pip install -r requirements.txt

cp .env.template .env
# Edit .env and add your FRED API key

Get a free FRED API key: https://fred.stlouisfed.org/docs/api/api_key.html

python3 scripts/daily_scan.py

market-analyst/
├── scripts/
│   ├── daily_scan.py           # Main analysis engine
│   ├── weekly_watchlist.py     # Weekly aggregation
│   ├── monitor_analysts.py     # Track Druckenmiller/Camillo
│   ├── fetch_macro_data.py     # FRED API integration
│   ├── fetch_social_data.py    # Google Trends + scraping
│   └── fetch_analyst_updates.py # YouTube/Twitter scraping
├── references/
│   ├── druckenmiller_framework.md  # Macro methodology
│   ├── camillo_framework.md        # Social arbitrage methodology
│   ├── scoring_rubric.md           # How stocks are scored
│   └── api_integration.md          # API setup guide
├── output/                     # JSON logs of scans
└── SKILL.md                    # Clawdbot skill integration

• Economic regime detection (expansion, slowdown, recession)
• Sector rotation based on macro trends
• Policy impact analysis (Fed, fiscal policy)
• Score: 0-10 (10 = strong macro tailwinds)

• Google Trends velocity tracking
• Social media sentiment analysis
• App download rankings
• Viral moment detection
• Score: 0-10 (10 = explosive social momentum)

• 8-9: Watch closely
• 9-10: High conviction buy signal
• Both frameworks aligned (>7): Strongest signal

Set up a daily cron job to run scans automatically:

crontab -e
# Add: 0 9 * * * cd /path/to/market-analyst && python3 scripts/daily_scan.py

🎯 Top Pick: LULU (Combined: 9.2)
Druckenmiller Score: 8.5 (Strong consumer spending, athletic wear tailwind)
Camillo Score: 9.9 (TikTok #lululemon up 340% this week, viral "ABC pants" trend)

• Backtesting engine (track win rate, avg return)
• Real Twitter API integration
• SEC 13F scraping (track Druckenmiller's actual positions)
• TikTok API integration
• Alert thresholds (only notify on high-conviction signals)
• Web dashboard for visualization

MIT License - see LICENSE

Inspired by:

• Stanley Druckenmiller's macro investing philosophy
• Chris Camillo's Laughing at Wall Street social arbitrage methodology

Disclaimer: This is an educational tool. Do your own research before making investment decisions.