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Merger mania, a refreshing pause and a moonshot of an IPO
12/15/2025
Merger mania, a refreshing pause and a moonshot of an IPO
, chief investment officer at , takes another look at "this, that and the other thing" for markets this week, looking first at the fallout from the Warner Brothers Discovery merger saga, and how its resolution has bigger implications for deals that are likely to come up as industries react to current conditions. Then, he's onto the breather that markets took after a post-rate cut rally last week, and whether that suggests that investors will show weariness this week, perhaps discouraging Santa Claus from bringing a rally this year. Finally, Vijay digs into the talk of an initial public offering from Elon Musk's Space X — potentially the biggest IPO in history — and how it's important to separate emotions around the man from feelings about his company, as you decide if the entire business is the launch of an investment rocket or a rich man's folly.
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