Skill

Morning Note

description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".

npx claudepluginhub nvmohinani/financial_services --plugin earnings-reviewer

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Last CommitMay 5, 2026

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Morning Note

Workflow

Step 1: Overnight Developments

Scan for relevant events across coverage universe:

Earnings & Guidance

Any coverage companies reporting overnight or pre-market?
Earnings surprises (beat/miss on revenue, EPS, key metrics)
Guidance changes (raised, lowered, maintained)

News & Events

M&A announcements or rumors
Management changes
Product launches or regulatory decisions
Analyst upgrades/downgrades from competitors
Macro data or policy changes affecting the sector

Market Context

Overnight futures / pre-market moves
Sector ETF performance
Relevant commodity or currency moves
Key economic data releases today

Step 2: Morning Note Format

Keep it tight — a morning note should be readable in 2 minutes:

[Date] Morning Note — [Analyst Name] [Sector Coverage]

Top Call: [Headline — the one thing PMs need to hear]

2-3 sentences on the key development and why it matters
Stock impact: price target, rating reiteration/change

Overnight/Pre-Market Developments

[Company A]: One-line summary of earnings/news + our take
[Company B]: One-line summary + our take
[Sector/Macro]: Relevant sector-wide development

Key Events Today

[Time]: [Company] earnings call
[Time]: Economic data release (expectations vs. our view)
[Time]: Conference or investor day

Trade Ideas (if any)

[Long/Short] [Company]: 1-2 sentence thesis + catalyst
Risk: What would make this wrong

Step 3: Quick Takes on Earnings

If a coverage company reported, provide a quick reaction:

Metric	Consensus	Actual	Beat/Miss
Revenue
EPS
[Key metric]
Guidance

Our Take: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?

Action: Maintain / Upgrade / Downgrade rating? Adjust price target?

Step 4: Output

Markdown text for email/Slack distribution
Word document if formal distribution is needed
Keep to 1 page max — PMs and traders won't read more

Important Notes

Be opinionated — morning notes that just summarize news without a view are useless
Lead with the most important thing — don't bury the headline
"No news" is a valid morning note — say "nothing material overnight, maintaining positioning"
Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)
Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open
If you're wrong, own it in the next morning note — credibility matters more than being right every time