Mergers and more mergers

The mergers keep coming. Bloomberg is confirming that Alcatel is buying Lucent.

This trend will continue and accelerate – telecoms, airline, manufacturing…

The internet companies will accelerate their purchases as well over the next 5 years.

The weak US dollar that may get help from rising rates – but needs a policy change away from printing to reverse the weakness and slow down metals – will help foreign companies continue to buy US assets.