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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...

In addition to the articles and research notes
that appear on this site spotlightideas is
available for commission work where unique,
sole ownership analysis will be prepared...

There is no formulaic approach to
evaluating an opportunity or situation. The
concept behind macro ideas is “What if?”
Global/Regional/national situations...

Être préparé : Vendre la France (Be Prepared : Sell France)

Monday July 2nd 2012

/images/uploads/SPL Reflecting Britain's Soft Socilaists 02-07-12.pdf
  • President Hollande says he plans reform.
  • Objectives are growth, justice and fiscal discipline.
  • France revitalised; who will pay for this?
  • Soon the markets will wake up to this French folly.
  • The trade…
  • French   10 Year, now 2.618%.
  • Any advance to 2.514% is a sell. 
  • Target 2.810%, the 38.2% retracement.

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