Tante parole , ma siamo sempre allo stesso punto : dove sono i soldi?

Spread 423 – EUR/USD 1,32 – FINANCIAL TIMES - Banks set to double crisis loans from ECB . Emergency funding take-up could reach €1tn. ----------- Victory for Merkel over fiscal treaty . Sarkozy rejects Greek budget proposal . ---------- The dilemma of German leadership . Berlin should make more explicit offers and demands . ------------ // BLOOMBERG - Consumer Spending in U.S. Stalls -. ---------- • European Stocks Rise on Budget Pact . ------------ // WSJ - German Retail Sales Fall . German retail sales fell in December, but were still higher for the year overall, while data also showed Spanish inflation easing in January. --------- // MARKETWATCH - EU fiscal pact inked in Brussels. // LINKIESTA - Approvato il "fiscal compact", ma l’Europa resta in bilico .

Il portafoglio PBVROA per Febbraio

Ecco i 30 del portafoglio. Ricordo che vendo i due più in basso in classifica e , con il ricavato , compro i due più in alto .Entrano Carnival UK (CUK) e Posco , escono Murphy Oil e Teleperformance. Nei prossimi giorni le performance aggiornate. Vivendi ,Ares Capital , Aurubis, Corning Inc ,Kyocera ,Vicat , Hess Corp , Eni , Magna , Ntt Docomo , Esso , Shell , Total , Parmalat , Bunge , Molson Coors , Enel , Activision , Petrochina , Northrop Grumman , Conoco , Carnival UK , Carnival , Mercialys ,Teck Resources , Bollore , Wellpoint ,Posco , Baker Hughes , CME Group.

Obama il liberale . Merkel e la Grecia : come fare diventare enorme un piccolo problema . Agenzie di rating disattente sulle società private. Cresce la fiducia in Europa (ma prima delle ultime uscite della Germania?).

Spread 422 – EUR/USD 1,31 - LINKIESTA - “Industrie tornate”, Obama fa guerra alla delocalizzazione . ---------- // FINANCIAL TIMES - Greek fury at plan for EU budget control .Minister says monitoring safeguards are already in place .------------- Shares edge lower on Europe worries . Investors cautious ahead of European debt summit .----------- Deutsche Bank targets problem assets .Fund set to snap up investors’ illiquid holdings in hedge funds .---------- Ratings agencies to be quizzed over MF Global .Lawmakers to grill Moody’s and S&P .-----------// BLOOMBERG - Greek Debt Talks Risk Derailing EU Summit Plan .---------- • Spain GDP Contracts, Putting Economy on Edge .------------- // WSJ - Euro-Zone Confidence Rises .

I primi 30 di PBVROA

Ecco i primi 30 della selezione -Corning Inc -Vivendi -Aurubis -Kyocera -Ares Capital -Parmalat -Vicat -Bollore -Shell -Wellpoint -Carnival UK -Ntt Docomo -Carnival -Magna -Esso -Total -Bunge -Baker Hughes -Molson Coors -Mercialys -Activision -Posco -CME Group -Northrop Grumman -Devon En -Eni -Teck resources -Hess Corp -Enel -Chevron