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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...


Thursday January 1st 1970

 
images/uploads/SBTFTC Cotton 19-07-17(1).pdf

With the following link I produced a trading comment for Saxo Bank which was a short-term play in cotton.  I appreciate that such a short-term horizon approach is not strategy, rather it is a tactical consideration.

In my defence I believe a well rounded strategist has to be able to show a grasp of the "close up" as well as the "broad" or "big picture". After all, clients should rightly expect a strategist to deliver coherent opinion across a wide range of assets across varying time frames.



The link is below and a PDF file is attached.


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