Archive for May 5th, 2008
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The False Recovery of ‘08
It is happening, all the stars are aligning and even the technical analysis is starting to point positively.
Interest in mergers is increasing.
Interest in acquisitions is accelerating.
Markets are stabilizing and pointing to a rebound of sorts.
The second half of 2008 is going to be better than we have seen since mid 2007.
But, it is not driven [...]
Yahoo at 22!
Now that Microsoft has withdrawn their offer to buy Yahoo, the stock will drop like a rock.
A few things are likely to happen…
Shareholders who bought after the Microsoft announcement are likely to sue.
Shareholders who owned before the Microsoft announcement and did not sell in anticipation of the deal are likely to sue.
Yahoo’s market capitalization will [...]
