Update to Institutional Equity Analyst

{
  "description": "Use to challenge a proposed short thesis, identify squeeze and timing risks, and separate bad business from bad short. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 225
    }
  ],
  "name": "short-thesis-red-team",
  "skill_md_contents": "---\r\nname: short-thesis-red-team\r\ndescription: Use to challenge a proposed short thesis, identify squeeze and timing risks, and separate bad business from bad short. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.\r\n---\r\n\r\n# Short Thesis Red Team\r\n\r\nUse this workflow only when it matches the user's requested scope. The original manual in ../../canonical is authoritative and must not be condensed away.\r\n\r\n## Read first\r\n\r\n- ../../references/v2/source-policy.md\r\n- ../../references/v2/evidence-system.md\r\n- ../../references/v2/state-and-gates.md\r\n- ../../references/v2/audit-protocol.md\r\n- ../../references/v2/confidence-scoring.md when scoring confidence\r\n- ../../references/v2/research-budget-evoi.md for deep prioritization\r\n\r\n## Canonical routing\r\n\r\n- M004\r\n- M021-M025\r\n- M031-M040\r\n- M053-M055\r\n- M061-M065\r\n\r\n## Required workflow gates\r\n\r\n1. borrow and catalyst assumptions\r\n2. liquidity and solvency distinction\r\n3. bull-case disconfirmation\r\n4. crowding and timing\r\n5. refinancing and strategic options\r\n6. valuation asymmetry\r\n7. thesis breaks\r\n\r\nUse the schemas in ../../schemas/v2, applicable deterministic scripts in ../../scripts, and the relevant sector model in ../../sector-models. For a current company, browsing and primary-source retrieval are mandatory. Classify each material statement, retain contrary evidence, and state the research cutoff. Run ../../scripts/research_audit.py before a completion claim. Failed mandatory gates require RESEARCH INCOMPLETE, with the missing evidence and decision impact named explicitly.\r\n\r\nDo not execute securities transactions or present research confidence as a guarantee of investment outcome.\r\n"
}