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> From: Michael Andrews <mandrews@ips.edu>
> Date: May 11, 2011 11:10:31 AM EDT
> To: Thad Brown <thad@ips.edu>, Ronnie & Alka Mainieri <ronnie@ips.edu>
> Subject: Hoeg Brothers
>
> Alan Hollmann provide am introduction to Thomas and Lief hoeg. In
> Norway they are what the Wallenberg's are in Sweden. they have
> sizable interest in a large shipping company Maersk and in many
> other businesses. The have political and corporate risk as they do
> business or own interest in businesses in some tough places.
>
> We will schedule a meeting soon to see if they want our assistance.
> This was not a planned meeting so any future development is terrific.
>
> It looks doubtful that Greece can continue in the euro zone. It's
> departure will play out over the next several months raising the
> risk premium. The euro will likely be currency block for a small
> group of countries along northern Europe and perhaps without Italy,
> portugal and it all the pressure has come because of the bank
> guarantees.
>
> Next bubble may be the huge share of US economy that is the health
> industry
>
> Off to Norway soon
>
> Michael
>
>
>
>
> Sent from my iPhone