Investor
The Howard Marks
Framework
Second-Level Thinking & Market Cycles
★★★★★
4.9 rating·2917 downloadsHoward Marks represents one of the most distinctive thinking patterns in the investor tradition. The second-level thinking & market cycles framework captures their documented mental models, decision heuristics, and the signature questions they would ask — packaged as a .md skill file ready for any LLM.
What's inside
- ✦Core philosophy — 2–3 sentences grounded in Howard Marks's documented worldview
- ✦Five signature mental models — each named, with concrete examples from their work
- ✦Decision heuristics — the concrete rules they actually used
- ✦Signature questions — five questions that sound like Howard Marks, not a generic MBA
- ✦What they would NOT do — the anti-patterns this framework rejects
- ✦Copy-paste activation prompt — drop straight into Claude or ChatGPT
- ✦Worked example — the framework applied to a realistic scenario
Coming soon
Not yet available
We're preparing this framework now. In the meantime, browse our currently available flagships.
Inspired by the documented thinking of Howard Marks. A mental-model toolkit, not a literal representation. Delivered as a .md file compatible with Claude, ChatGPT, Gemini, and any LLM.
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