Showing posts with label mergers. Show all posts
Showing posts with label mergers. Show all posts
Thursday, December 8, 2011

A Leading Indicator: Corporate Stock Buy-Backs

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I must admit to being wrong.   I believed that the big cash buildup at corporations would be used to fuel a mergers and acquisitions binge. ...
Tuesday, May 10, 2011

The Merger Binge and the Economy

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We wondered what Microsoft was up to when it started issuing long-term debt last year, something that it had never done all the rest of t...
Wednesday, March 30, 2011

Merger Trend Heats Up

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For the last 18 months or so, I have believed that one of the most important factors affecting the American (and world) economy would be a g...
Tuesday, March 22, 2011

Bigger is Happening!

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AT& T and T-Mobile. The strategic merger activity of 2011 and 2012 continues. As I have argued for a long time, the environment for a cr...
Friday, November 19, 2010

The Real Reason for Fed Easing? Debasement Inflation?

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Well, one of my major arguments made it to the op-ed page of the Wall Street Journal today, but I didn’t write it: Andy Kessler, a former he...
Monday, November 15, 2010

Whither Economic Policy? Whither Investments?

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President Obama has returned to Washington, D. C. We are told that he plans upon his return to focus on domestic economic issues. The presi...
Tuesday, October 5, 2010

Corporations are Hoarding Cash and Keeping Their Powder Dry

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There is a great deal of discussion these days about all the cash that corporations are holding. This issue made the lead article in the Wa...
Monday, July 26, 2010

Where Economic Success is Going to Come From

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One piece of economic information that I have focused on over the past 18 months has been the Federal Reserve’s figures on capacity utilizat...