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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...


MarketWatch features Stephen Pope and Spotlight Ideas

Monday December 22nd 2014


http://www.marketwatch.com/story/call-it-a-gray-swan-10-risks-that-could-upend-the-market-in-2015-2014-12-22


Slide 4 of 11

The most pressing threat in Europe comes, once again, from Greece. Snap elections in January remain a possibility, with polls showing the anti-austerity Syriza party poised to sweep into power. Although the party has moderated its previous calls to tear up the bailout agreement, a Syriza government would likely create a new source of anxiety.

Alexis Tsipras may not be the firebrand he once was, but he will be prime minister very soon and he will spark a new Greek debt crisis,” wrote Stephen Pope, managing director at Spotlight Ideas. “Whether or not Greece will leave the eurozone is a debatable point. I will say that the through-the-night meetings in Brussels will be back on the agenda as the elite move heaven and earth to contain the debt crisis.”

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