April 02, 2006

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.

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