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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...

Financial Times features Stephen Pope & Spotlight Ideas

Thursday August 2nd 2012


By Jamie Chisholm

Stephen Pope at Spotlight Ideas said that after both the Federal Reserve and the Bank of England stayed their hands on Wednesday and Thursday respectively, the market had placed an even greater onus on Mr Draghi to back up his “whatever it takes” pledge.

“After zero from Ben [Bernanke] and Mervyn [King], everything was on Mario’s shoulders and I sense he has spoken tough words, and delivered his speech [last week] in an emotional and angry tenor, but [today] missed a chance”, said Mr Pope in a note.

“What is all the nonsense about taking two weeks weeks to design the “whatever it takes” package? Why is the package not ready to roll right now? Clearly the ECB and the German staff from BUBA [the Bundesbank] are at odds”, he concluded.

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