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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...



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


USA = AAA; No Longer A Right

Monday April 18th 2011

images/uploads/SPL USA = AAA; No Longer A Right 18-04-11(1).pdf

 

- As we watched Europe, so S&P placed the USA on a negative outlook.

- Federal debt to GDP is rising and will be over 100% in FY2011.

- Is there a resolve to cut the debt?

- This will be a crucial battleground ahead of November 6th 2012.

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