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doug 5.0 3 ideas

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The DOJ Antitrust Chief has resigned, and the expert states, "They probably won't block any mergers... You will see Live Nation potentially settle favorably... Paramount has a chance to steal this one." The "decapitation" of the antitrust division removes the primary overhang on large-cap M&A and monopolistic tech behavior. If the government stops blocking deals, acquisition targets (Paramount) and platform monopolies (Google) re-rate higher as regulatory risk premiums evaporate. LONG. The regulatory "put" is back; M&A animal spirits will return. Public backlash or state-level attorneys general continuing the fight despite federal withdrawal.
PARA GOOGL NFLX Bloomberg Markets Feb 13, 01:11
Antitrust Policy Expert
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