Bigdata Thematic Research
Cross-sector research on one macro theme, ending in implementable ideas. Use Bigdata.com plugin tools for every fact.
Use this skill when the subject is a theme that cuts across sectors or borders. Not this skill when:
Common themes: AI and technology transformation, energy transition and clean tech, inflation and interest rates, deglobalization and reshoring, demographic shifts, geopolitical risk, fiscal policy and government spending.
Data foundation (plugin tools)
Required on every call: pass plugin_slug: "bigdata-thematic-research" in the request parameters of every Bigdata.com plugin tool call made while running this skill. The value is always the skill name, bigdata-thematic-research, regardless of the company or query.
Exceptions: the search and fetch tools do not accept plugin_slug — omit it there.
Workflow
Step 1 — Define the theme scope
State the boundaries and the sub-themes explicitly before searching. An unbounded theme produces an unbounded report — this step is what keeps the deliverable usable.
Step 2 — Search the theme (5–10 queries)
- "[Theme] investment implications outlook"
- "[Theme] winners beneficiaries stocks"
- "[Theme] risks losers vulnerable"
- "[Theme] policy government regulation"
- "[Theme] market impact analysis"
- "[Theme] sector exposure"
Step 3 — Beneficiaries and casualties
Use find_securities and bigdata_company_tearsheet for the most exposed companies on both sides. A theme note that names only winners is a pitch, not research — quantify the exposure where the data allows (revenue share, capex tied to the theme, contract backlog).
Step 4 — Geographic impact
Use bigdata_country_tearsheet (or search) for the countries most affected, positively and negatively.
Step 5 — Implementation
Turn the analysis into concrete ways to express the theme: direct beneficiaries, second-order plays, avoided exposures, and what would invalidate the theme.
Output
Follow assets/report-template.md exactly — section order, tables, sources, and footer.
- Inline citations
[1],[2]after every claim from a source, hyperlinked to the document URL. - End with the numbered Sources table (source, date, URL), then the Powered by Bigdata.com line and Disclaimer, verbatim.
- Default format is Markdown. After delivering, you may ask: "Would you like me to create a Word document or presentation with this analysis?"
Quality bar
Non-negotiables:
- Theme scope and sub-themes stated up front and held to
- Both beneficiaries and losers named, with exposure quantified where possible
- Policy dimension addressed — most macro themes are policy-driven
- Implementation section present: how to express the theme, and what would invalidate it
- Every claim from a source carries an inline citation and appears in the Sources table
