Link to meeting slides:
09-10-10. Oceanus_Meeting.pptx
Meeting brief:
Pitch: Long - December Corn
Watch list - Global Macro:
•Natural Gas
•French Government Debt
•Volatility (VIX)
•Canada
Watch list - Relative Value:
•Gold - Short
•Itron, Inc (NYSE:ITRI)
•American Tower (NYSE:AMT)
•Athenahealth, Inc (NYSE:ATHN) - Short
•Citrix Systems, Inc (NASDAQ:CTXS)
•Akamai Technologies, Inc (NASDAQ:AKAM)
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