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Welcome back to Dry Powder. I’m Bill Cohan,
writing to you from my place upstate, but my thoughts are with all of our readers in Los Angeles during this scary time.

Tonight, the view from Wall Street on the media M&A landscape heading into Trump II—how the SpinCo phenomenon might shake out, the consumer trends that Zaz, Roberts, Iger, et al. are banking on,
etcetera—now that the so-called dealmaker-in-chief is returning to the White House.

But first…

Fubo’s “lucky” investors: Someone got really lucky with Fubo, according to one of my most trusted Wall Street sources. This person wrote to me implying that...

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The Trump M&A Deal Heat

Wall Street has caught M&A fever anticipating the incoming Trump
administration, but C.E.O.s may soon regret placing big bets on a scenario rife with what ifs…

William D. Cohan

Wall Street is gearing up for a big year in M&A. The
dealmaker-in-chief is returning to the White House, regulations will supposedly be easing, the U.S. stock markets remain near all-time highs, interest rates seem to have stabilized along with inflation—and both, hopefully, are headed down, at least at the Federal Reserve level. One thing I’ve learned over the years is that once the Wall Street deal machine gets primed, there is no stopping it.

But who wins and who loses in
all the dealmaking frenzy? Certainly among the winners are...

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