Tuesday Investment meeting

Dear All,

My partner Jesper Christiansen chairs our Tuesday Macro Meeting and this week presentation was best yet and with his permission I have enclosed the pdf-file below to share with you.

A couple of notes:

The early part of presentation is macro incoming data vs expectations, then it's forward looking (Consumer Metrics et al), then it moves on to performance measures - Note how DIVERGENT the portfolio are!  European investors losing their shirt so far this year despite ok performance in Dow etc!!!!  (Port. value in DKK = EUR).....

Then theme based analysis ... State of Union (Hat tip to my friend Mr. E for his look at performance post FOMC)......and finally looking ahead.

Enjoy,

Limus Capital Macro Meeting Jan. 21st, 2011

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