skills/bigdata-thematic-research/assets/report-template.md

# Thematic research — report template

Follow this structure. Keep the section order. Where a table or section has no data, write "Not available" rather than dropping it. Add inline citations `[1]`, `[2]` immediately after claims, hyperlinked to the document URL.

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```markdown
# Thematic Analysis: [Theme]
Report Date: [Date]

## Executive Summary
[Overview of theme and investment implications]

## Theme Overview

### What Is It?
[Clear explanation]

### Why It Matters Now
[Current catalysts]

### Key Metrics
| Metric | Current | Trend | Significance |
|--------|---------|-------|--------------|

## Sector Impact Matrix

| Sector | Impact | Direction | Confidence | Timeline |
|--------|--------|-----------|------------|----------|
| Technology | High | Positive | High | Near-term |
| Energy | High | Mixed | Medium | Medium-term |

## Geographic Impact

| Region | Exposure | Impact | Key Factors |
|--------|----------|--------|-------------|
| US | High | Positive | [Factors] |
| China | High | Negative | [Factors] |

## Investment Playbook

### Direct Beneficiaries
| Company | Ticker | Exposure | Thesis |
|---------|--------|----------|--------|

### At-Risk Positions
| Company | Ticker | Risk | Thesis |
|---------|--------|------|--------|

## Implementation
- **Long-Only**: [Recommendations]
- **Long/Short**: [Recommendations]
- **Hedges**: [Approaches]

## Timeline & Catalysts
| Period | Catalyst | Impact |
|--------|----------|--------|

## Sources
| # | Source | Date | URL |
|---|--------|------|-----|

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## Disclaimer

This output is for informational and research-assistance purposes only. It does **not** constitute investment, legal, tax, accounting, or other professional advice, and it is **not** a recommendation to buy, sell, or hold any security or instrument or to pursue any strategy. Information may be incomplete, estimated, delayed, or inaccurate. Past performance does not guarantee future results. Verify material facts independently and consult qualified advisors before making decisions.
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## Footer rule

The **Powered by Bigdata.com** line and the **Disclaimer** block above are mandatory and must be reproduced **verbatim**, after the Sources section, in every user-facing deliverable.