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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...

Star Spangled Debt

Friday October 11th 2013

 images/uploads/SPL US Star Spangled Debt 11-10-13.pdf

Star Spangled Debt
This paper was prepared through Thursday, October 10th 2013. 
The subject of the debt ceiling is a fast moving issue and so we 
accept that some of the points discussed may now just be academic. 

  • We assume the US will not default next week.
  • President could bypass Congress.
  • Why not have Fed buy up problem maturities?
  • Best value in T Bill of November 7th 2013.

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