Two big deals this morning reflect a recent changing trend and a very bullish sign for stocks. Disney announced a $4B cash and stock deal to purchase Marvel this morning and Baker Hughes announced a $5.5B cash and stock deal to purchase BJ Services. There is no doubt that the credit markets have vastly improved over the recent months. This could be the ultimate positive sign for the credit markets – merger Monday is making a comeback.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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