- Howie Town
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- BIG FAT MEGA MERGERS – a trend that is early – still!
BIG FAT MEGA MERGERS – a trend that is early – still!
My e-mail newsletter readers know that I have been calling for mega mergers the last 18 months. I am not sure how to best make money off this trend. My canadian LMD represents a solid merger arbitrage fund with a decent track record against its peers.
I think that as long as mergers remain in vogue, a floor remains under any big US market selloffs and a weak US Dollar will facilitate the length and strength of this trend.
AT&T’s buyout announcement of Bellsouth is a biggie, but I expect biggerand sexier one’s still.
The merger – maybe not shit squared (America West/US Air), but “pretty boring” squared.
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