Titoli di Stato area Euro GRECIA Operativo titoli di stato - Cap. 2

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non sono d'accordo Jessica. spero che mi perdoni:sad: ribadisco la mia posizione ottimale, anche se dovesse manifestarsi una situazione pessima come questa o migliore come in passato è sempre stata immutata; uno o due btp e 2 azioni alto div...buona sera:up:


..ciao Ste,.. mi premeva sottolineare lo sbaglio nel NON diversificare... e mettere tutto il capitale su un solo titolo..
buona serata anche a te:)
 
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Ffmaoro e' rimasto vittima di patologie psichiche frequenti quando un soldato e' sottoposto a forti stress continui...
Brussels, 10th October 2011
PR-2011-17
Evidence on health effects of financial crisis in Greece

There are new and clear signs today that health outcomes in Greece have worsened during the financial crisis, especially in vulnerable groups of people. These concerns are detailed in a report published today in The Lancet, written by Alexander Kentikelenis and Dr David Stuckler, University of Cambridge, UK, and Professor Martin McKee, London School of Hygiene and Tropical Medicine, UK, and colleagues. EuroHealthNet finds this worryingly predictable and avoidable.
Based on EU Statistics on Income and Living Conditions, the data show that Greek citizens were 15% more likely not to consult a doctor in 2009 than before the crisis began in 2007 due to factors such as longer waiting times, travel distance to care, and waiting to feel better. Since Greece’s universal health system entitles people to free consultations with a general practitioner and very cheap visits to outpatient clinics (0 to 5 Euros per visit), the authors say these noted reductions in access probably reflect supply-side problems: there were cuts of around 40% in hospital budgets, understaffing, reported occasional shortages of medical supplies, and bribes given to medical staff to jump queues in overstretched hospitals.
Admissions to public hospitals increase by 24% in 2010 compared with 2009, and by 8% in the first half of 2011 compared with the same period of 2010. Alarmingly, there has been a 14% rise in the proportion of Greek citizens reporting that their health was “bad” or “very
bad” in 2009 compared with 2007. Suicides rose by 17% in 2009 from 2007 and unofficial 2010 data quoted in parliament mention a 25% rise compared with 2009. The Minister of Health reported a 40% rise in the first half of 2011 compared with the same period in 2010.
Other alarming indicators include the rise in violence, and homicide and theft rates nearly
doubled between 2007 and 2009. The number of people able to obtain sickness benefits declined by around 40% between 2007 and 2009, probably due to budget cuts. A significant increase in HIV infections occurred in late 2010. The latest data suggest that new infections will rise by 52% in 2011 compared with 2010 (922 new cases versus 605), with half of the currently observed increases attributable to infections among intravenous drug users. Data for the first 7 months of 2011 show more than a 10-fold rise in new infections in these drug users compared with the same period in 2010. The prevalence of heroin use reportedly rose by 20% in 2009, from 20 200 to 24 100, according to estimates from the Greek Documentation and Monitoring Centre for Drugs. Budget cuts in 2009 and 2010 have resulted in the loss of a third of the country’s street-work programmes.
The authors highlight that as usual in recessionary times there have been marked reductions in alcohol consumption and, according to police data, drink-driving has decreased. These trends were not due to reduced detection owing to budget cuts in the police force, since police checks remained the same and more drivers were screened in 2009 than 2008.
The authors conclude: “Overall, the picture of health in Greece is concerning. It reminds us
that, in an effort to finance debts, ordinary people are paying the ultimate price:
losing access to care and preventive services, facing higher risks of HIV and sexually transmitted diseases, and in the worst cases losing their lives. Greater attention to health and health-care access is needed to ensure that the Greek crisis does not undermine the ultimate source of the country’s wealth—its people.”
Clive Needle, Director of EuroHealthNet, commented today: “this is valuable and important new evidence about the impact of economic decisions on the health of people, and on the societal impacts of not protecting health in all policy choices that are made. The EU should help make sure the people of Greece know the factual truth. It can use a health and economy task group to support national governments in providing evidence for the troika working on economic changes. The EU treaty calls on the EU and states to protect health in all their programmes, whatever the economic position: this is the time to do just that."
 

France, Germany near $2.8 trillion rescue fund deal: report - Yahoo! Canada Finance

fosse vero.....saremmo salvi...

Breaking: Europe is saved! Actually, wait…

Posted by John McDermott on Oct 18 20:43. Well, you’ve heard of the FT effect, what about the Guardian effect?
“Breaking” on Tuesday afternoon New York time, reports of a €2,000bn deal between Germany and France to augment the EFSF, save the euro, and bring everlasting peace to the continent so that Immanuel Kant may rest happily in the grave (okay, maybe not the last one):
France and Germany have reached agreement to boost the eurozone’s rescue fund to €2tn as part of a “comprehensive plan” to resolve the sovereign debt crisis that the eurozone summit should endorse this weekend, EU diplomats said.
There will be two parts to the deal, according to the Guardian. Both of these parts, a recapitalisation scheme to get eurozone banks up to a 9 per cent “capital ratio” (it doesn’t say which ratio) and a bond insurance EFSF, have been revealed before, in the FT. They were first reported on October 11 and October 12, respectively. The Guardian does claim that France and Germany have “reached an agreement” but later in the story it reports that “technical details remain to be settled”. This may well be the case but it’s worth remembering that when it comes to the EFSF, everything that is political is also technical.

The DJA and S&P500 spiked on the news and the rally monkey was ready to start an emergency markets live session. But it looks like these gains are being reversed as traders realise that there may be less to the story than meets the eye. Not to fear, there’s another market-obsessed simian that comes to mind::
MonkeyCelebesCrestedMacaque.jpg
And if any American readers are confused by all this British newspaper lark, you really can’t beat this famous guide from Yes, Prime Minister:​


http://www.youtube.com/watch?v=DGscoaUWW2M
 
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Ci sono anch'io. 10% del patrimonio in titoli greci:titanic:, soprattutto le "prudenti" 25 inflazione :wall:. Ma non vale la pena di impazzire. Almeno così mi suggerivano Napoleone e sant'Agostino, oggi, a pranzo.:cin::jolly:






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tra l'altro era da capire i 2T come erano destinati ...
e poi con tutte le voci precedenti sembrava proprio un controsenso
 
Assolutamente no....
in fase ADC che dovrà fare (specie se veramente si arriverà a chiedergli di alzare 11 mld come qualche report terroristicamente di recente ha riportato) e se sempre i crucchi (che stanno devastando i mercati finanziari) non daranno un attimo di fiato, affinche in un finto entusiasmo per fregare il parco buoi, non ci si riesca a riportare almeno a quota 1,2...ebbene, in simili condizioni, un ADC monstre sotto l'euro, più ovvio premio da offrire agli aderenti (diciamo un 20% di sconto), sarebbe un ADC spaventosamente diluitivo.
A quel punto quelle quotazioni puoi dimenticarle praticamente "per sempre", specie se i tedeschi finiscono l'opera che hanno iniziato.
Se riescono nel riformare la finanza come vogliono loro, le performance dei bancari 2003-2007 saranno un lontano ricordo assimilabile alla bolla internet del 2000.
Se l'annuncio ADC avverrà senza che il mercato sia riuscito a infilare almeno un trimestre totalmente euforico, allora la vedo anche poco sotto i 50 cent...
Sarà poi un caso che girano dei certificati con barriera a dicembre 46 cent? :mmmm:. Molte barriere che sembravano inarrivabili in basso questa estate sono state letteralmente polverizzate.

Io parlavo di un rimbalzo di breve nel trading range 65 cent - 1 euro.
Un remake di quello che mi sono perso...:-x
Se non avverrà toccherà aspettare l'ADC....
A questo prezzo, con quello che c'è dietro l'angolo e lo spread dei btp inchiodato in zona prossima ai 400, secondo me è cara.

Comunque le banche sono un gran rischio...non è roba da rimanerci incastrati da cassettisti. Solo rimbalzoni speculativi del gatto morto.

Stock, sono sostanzialmente d'accordo anche se è da tenere presente che queste quotazioni di unicredit già scontano un forte adc quindi probabilmente la verità sta nel mezzo (non tornerà a 2 euro, ma non è affatto detto che vada in basso come dici..)

Aggiungo che cmq secondo me se oggi si deve puntare a prendere azioni bancarie, allora meglio prendere le perpetue della stessa banca..
I movimenti sono correlati, ma le probabilità di portare a casa la pelle con una ottima resa sono molto maggiori

Concludo dicendo che un adc diluirebbe le azioni, ma rafforzerebbe invece le perpetue (perpetue che cmq sono risalite molto)

Se una situazione positiva per la grecia fosse trovata il debito italiano rientrerebbe molto a livello di spread,permettendo così alle banche italiane di tornare competitive...

Oggi chi compra azioni italiane punta su questo!

ciao
Andrea
 
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