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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...


MarketWatch features Stephen Pope & Spotlight Ideas

Monday January 14th 2013

http://www.marketwatch.com/story/europe-stocks-push-higher-french-banks-lead-2013-01-14?pagenumber=1


On Page 2

Stephen Pope, managing partner at Spotlight Ideas, said equities in Europe have made some gains based on hopes that all central banks, but crucially the Fed, will “remain tilted toward intervention,” as growth in developed economies remains tepid.

“If the sense that they will stay engaged is perceived then the expectation that investors will achieve their desired rates of return on capital deployed then we will see steady gains as carefully selected ‘Risk on’ assets dominate the early 2013 asset allocation decisions,” Pope said in emailed comments.

Be wary of fast-moving stocks that over the medium term are unable to be price makers,” he said. “Bottom line is going to be vastly more important in 2013 than top line. Cost control [and] liquidity will still dominate.”

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