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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...


Latest Research

SpotlightFTSE 7400 09-05-13
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SpotlightECB ~ Guarantee SME Loans 03-05-13
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SpotlightECB Should Mean 01-05-13
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SpotlightMy Precious 29-04-13
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SpotlightBlog: Italy is a screaming sell 29-04-13
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SpotlightE Cubed 29-04-13
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SpotlightComments to "Parkiet" Financial Newspaper / "Rzeczpospolita" 25-04-13
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SpotlightComments to "Parkiet" Financial Newspaper / "Rzeczpospolita" 25-04-13
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SpotlightAbe Action Implies Nikkei 15,000 24-04-13
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SpotlightEnhancing Alpha 22-04-13
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SpotlightWorkbook on Gold 16-04-13
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SpotlightWorkbook on Silver 16-04-13
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SpotlightWorkbook on Platinum 16-04-13
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SpotlightSupply Side Salvation 15-04-13
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SpotlightDon't Panic...The Recovery Is Real! 08-04-13
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SpotlightNote on Portugal and "Breakup Trade" Scenarios 08-04-13
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SpotlightAd Hoc Commentary 02-04-13
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SpotlightManufacturing American Momentum 01-04-13
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SpotlightParametric Portfolio Positioning 20-03-13
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SpotlightSell EURUSD & target 1.2667 18-03-13
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SpotlightSell Italy 10 Year & buy Germany 10 Year 18-03-13
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SpotlightJobs Joy Bolsters Bulls 11-03-13
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SpotlightTechnical Analysis On Gold 04-03-13
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SpotlightTechnical Analysis On Silver 04-03-13
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SpotlightTechnical Analysis On Platinum 04-03-13
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SpotlightTrade Summary EUR351,000 on EUR10m in 2 days 27-02-13
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SpotlightVesuvio AD79... un 2013 ripetere 22-02-13
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SpotlightLe jeune coq ne peut pas voler, mais le pigeon peut monter. 18-02-13
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SpotlightUK: More QE on the QT 13-02-13
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SpotlightAre Governments As Good As Gold? 11-02-13
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SpotlightPrivate Payrolls Pack A Power Punch 04-02-13
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SpotlightEquities Non-Liminal Moment 31-01-13
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SpotlightReal Resources Trump Tech 29-01-13
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SpotlightEU-UK "The Awkward Relationship" 24-01-13
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SpotlightBIG DATA 22-01-13
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SpotlightUSA Benefits Central 17-01-13
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SpotlightUSA => Urgent Serious Action 16-01-13
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SpotlightTechnical Analysis On Gold 11-01-13
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SpotlightTechnical Analysis On Silver 11-01-13
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SpotlightTechnical Analysis On Platinum 11-01-13
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SpotlightHalten Sie wohles Deutschland ~ Keep well Germany 10-01-13
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SpotlightDC Talks DC 09-01-13
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SpotlightDown Mexico Way 04-01-13
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SpotlightHere Comes Santa Claus 06-12-12
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SpotlightMarket Weekly & Outlook 03-12-12
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SpotlightProtecting Pension Portfolio's 03-12-12
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SpotlightSpanish Usufruct 30-11-12
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SpotlightA View On EURSEK 28-11-12
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SpotlightThe Edulcoration of Hellas 27-11-12
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SpotlightAll Aboard The EZ Gravy Train Express 23-11-12
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SpotlightWEF Dubai November 12th - 14th 2012 15-11-12
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SpotlightKeep Away From The Edge 10-11-12
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SpotlightMarket Weekly & Outlook 05-11-12
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SpotlightThe Woman's Vote 05-11-12
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SpotlightMarket Weekly & Outlook 29-10-12
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SpotlightGrowth Determines Presidents 26-10-12
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SpotlightGrowth For George! 25-10-12
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SpotlightCrude Oil - Technical Analysis 25-10-12
Crude Oil To Hit New 2012 Low ...Read more
SpotlightRajoy Reaches For Reverse. Don't Be Fooled. It's All A Political Ploy. 24-10-12
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SpotlightSpain…Decaying From Within 23-10-12
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SpotlightCutting Out Earnings Season 22-10-12
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SpotlightMarket Weekly & Outlook 22-10-12
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SpotlightÉcoutez-moi, mais ne le regardez pas mon pays ... Listen to me, but don’t look at my country 18-10-12
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SpotlightLe moteur a calé 15-10-12
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SpotlightMarket Weekly & Outlook 15-10-12
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SpotlightPOP! Corn 12-10-12
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SpotlightMarket Weekly & Outlook 08-10-12
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SpotlightMagnificent 7 08-10-12
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SpotlightPortugal Debt Swap - Favourable Fado 03-10-12
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SpotlightMarket Weekly & Outlook 01-10-12
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SpotlightMore State, More Money, Or Less Of Both 27-09-12
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SpotlightMarket Weekly & Outlook 24-09-12
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SpotlightAd Hoc Commentary 24-09-12
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SpotlightCassandra Calling 19-09-12
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SpotlightPlay Spain To Test The ECB's OMT 17-09-12
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SpotlightPlay the German Curve 12-09-12
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SpotlightMarket Weekly 10-09-12
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SpotlightHi-yo Silver! Away! 05-09-12
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SpotlightLa lune de miel est terminée 31-08-12
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SpotlightPunto banco 29-08-12
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SpotlightMarket Weekly 27-08-12
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SpotlightEuro Zone Wrecking Ball 23-08-12
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SpotlightDraghi Boxed In Banker 22-08-12
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SpotlightMarket Weekly 20-08-12
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SpotlightOpen Letter Grade Report on Euro Zone 16-08-12
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SpotlightAd Hoc Commentary 15-08-12
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SpotlightMarket Weekly & Outlook 13-08-12
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SpotlightHellenic Hegira 08-08-12
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SpotlightMarket Weekly 30-07-12
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SpotlightECB = European Central Bluff 27-07-12
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SpotlightShort Selling Spuriousness 24-07-12
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SpotlightMarket Weekly 23-07-12
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SpotlightToo Hot, Too Dry 19-07-12
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SpotlightMarket Weekly 16-07-12
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SpotlightFinancial Felony 12-07-12
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SpotlightMarket Weekly 09-07-12
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SpotlightMarket Weekly 02-07-12
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SpotlightÊtre préparé : Vendre la France (Be Prepared : Sell France) 02-07-12
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SpotlightAd Hoc Commentary 27-06-12
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SpotlightLabour Law Lunacy 22-06-12
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SpotlightMarket Weekly 18-06-12
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SpotlightAd Hoc Commentary 14-06-12
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SpotlightMarket Weekly 11-06-12
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SpotlightAd Hoc Commentary 11-06-12
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SpotlightComment On Spotlight Ideas Analysis From Munich Business School 10-06-12
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Spotlightalius terra in perturbo 08-06-12
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SpotlightAd Hoc Commentary 07-06-12
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SpotlightAd Hoc Commentary 05-06-12
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SpotlightMarket Weekly 04-06-12
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SpotlightConcorde & Discord 04-06-12
EURUSD Heading Toward Parity ...Read more
SpotlightAd Hoc Commentary 01-06-12
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SpotlightMarket Weekly 28-05-12
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SpotlightAd Hoc Commentary 28-05-12
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SpotlightLanguishig Labour 24-05-12
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SpotlightMarket Weekly 14-05-12
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SpotlightReform Is Better Than Breaking The Rules 07-05-12
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SpotlightMarket Weekly 30-04-12
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SpotlightGoing For Growth 30-04-12
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SpotlightMarket Weekly 23-04-12
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SpotlightA Worrying Red Hue - French Presidential Election 23-04-12
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SpotlightThe Soft Underbelly 17-04-12
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SpotlightMarket Weekly 16-04-12
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SpotlightSony’s Blues Caused By Blu-ray 12-04-12
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SpotlightCoup de grâce ~ The Suffering of Spain 28-03-12
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SpotlightPatch up the hole below the waterline and full steam ahead. 27-03-12
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SpotlightMarket Weekly 26-03-12
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SpotlightMarket Weekly 19-03-12
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Spotlight I pass with relief from the tossing sea of cause and theory to the firm ground of result and fact 12-03-12
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SpotlightWe wanted Prometheus, instead we have Epimetheus 08-03-12
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SpotlightThe ISDA of March 01-03-12
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SpotlightMarket Weekly 20-02-12
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SpotlightDraghi Diet: An Illusionary Free Lunch 16-02-12
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SpotlightMarket Weekly 13-02-12
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SpotlightLet Prometheus Loose 10-02-12
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SpotlightDefying Deflation 09-02-12
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SpotlightEuro Zone Kurtosis 19-01-12
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SpotlightGlobal Outlook 2012 02-01-12
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SpotlightSAD DAY FOR SAAB 19-12-11
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SpotlightSpotlight Ideas Coordinates Thinking With The Piccadilly Group 28-11-11
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SpotlightMaybach Runs Out Of Gas & Road 27-11-11
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SpotlightA Bank For All Seasons 17-11-11
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SpotlightThe Tobin Terror 11-11-11
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SpotlightFED UP WITH THE EUR-WOE ZONE 02-11-11
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Spotlightex nihilo nihil fit 25-10-11
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SpotlightINDIA ~ A World of Opportunity 24-10-11
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SpotlightPortfolio Perplexity 07-10-11
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SpotlightCHINA & EUROPE 28-09-11
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SpotlightDancing With Dragons 23-09-11
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SpotlightEuros End 14-09-11
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SpotlightSAAB - A New Cash Crisis - The End Is Neigh 07-09-11
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Spotlight“un novel état d’espirt” 31-08-11
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SpotlightQUEASY 25-08-11
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SpotlightExit and Financial Default 01-08-11
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SpotlightIndonesia's Motoring Middle Class 25-07-11
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SpotlightMaths, Machines and Markets 18-07-11
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SpotlightEuro's Underbelly Is Junk 06-07-11
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SpotlightDenial, Dysfunction & Deities 04-07-11
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SpotlightA Day Late & A Dollar Short 28-06-11
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SpotlightGreek Debt Default Denial 15-06-11
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SpotlightExploiting Imperfect Pricing 06-06-11
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SpotlightMacro Money 30-05-11
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SpotlightAthens Agony, Lisbon Lethargy; Euro Zone In Crisis 21-05-11
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SpotlightGrain of Truth 16-05-11
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SpotlightCommodities Are On The Up 06-05-11
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SpotlightCollusion in Credit Derivatives? 03-05-11
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SpotlightUSA = AAA; No Longer A Right 18-04-11
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SpotlightRaising Rates Is Mistaken; Equities Remain The Top Asset 12-04-11
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SpotlightSo Long SAAB 07-04-11
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SpotlightQ1 2011 Review ~ Spotlight Creates Alpha 04-04-11
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SpotlightEuropean Debt; The Crisis & Calamity Continues 30-03-11
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SpotlightClient feedback on diamond paper 24-03-11
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SpotlightDiamonds Sparkle 23-03-11
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SpotlightFed Can Run QE1…N ~ It Will Not Go Bust 17-03-11
The Fed Will Not Go Bust ...Read more
SpotlightMarkets Not Broken By Friday's Tragedy 14-03-11
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SpotlightAmerica, Creative, Enterprising & Still Number 1! 04-03-11
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SpotlightOptional Opportunity 15-02-11
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SpotlightLondon's Financial Future 08-02-11
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SpotlightOh Great…A European Ruling On Competitiveness 07-02-11
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SpotlightArab Unemployment Frustration Is The Real Danger 03-02-11
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SpotlightMining 27-01-11
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SpotlightInnovation In Investment Vehicles 24-01-11
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SpotlightBrazilian Rates Rising, Capital Flying Down To Rio 21-01-11
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SpotlightCampari & Diageo 19-01-11
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SpotlightBP Cuddles A Russian Bear 15-01-11
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SpotlightPayroll Up, Bernanke Wants Deficit Down 07-01-11
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SpotlightGlobal Outlook 2011 01-01-11
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SpotlightMarketWatch features Stephen Pope & Spotlight Ideas 10-12-10
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SpotlightMarketWatch features Stephen Pope & Spotlight Ideas 18-11-10
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Spotlight€, A Crazy Currency Crisis 17-11-10
Ireland ...Read more
SpotlightDrivers & Determinants of Basic Resources 01-11-10
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SpotlightReflections on the Comprehensive Spending Review (CSR) 21-10-10
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SpotlightPots of Cash to win Potash 20-10-10
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SpotlightAuto’s Accounting Agony 28-09-10
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SpotlightDavid at the double...so buy UK large caps 12-09-10
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SpotlightSpain…Decaying From Within 31-12-69
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Latest Articles

Latest Research | List all

FTSE 7400 | 09-05-13
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ECB ~ Guarantee SME Loans | 03-05-13
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ECB Should Mean | 01-05-13
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Broadcast Media | List all

Fox Business News features Stephen Pope & Spotlight Ideas | 09-05-13
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NDTV "We Mean Business" features Stephen Pope & Spotlight Ideas | 16-04-13
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CNN's Richard Quest talks to Stephen Pope, managing partner at Spotlight Ideas, about the risks in Europe's economy. | 03-04-13
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In The Press | List all

Bloomberg Businessweek quotes Stephen Pope & Spotlight Ideas | 13-05-13
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Smart Money features Stephen Pope | 02-05-13
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Fox Business News features Stephen Pope & Spotlight Ideas | 02-05-13
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Articles Archive