What do Cisco Systems (Nasdaq: CSCO), IBM (NYSE: IBM), AT&T (NYSE: T) and Intel (Nasdaq: INTC) all have in common?

Former U.S. Federal Reserve Chairman Alan Greenspan said it was impossible to tell a bubble while you were in it. Well Alan, I’ve got news for you: We’re in one now.

Imagine waking up tomorrow morning with no access to the Internet. No e-mail. No news. No streaming video.

I promise. Alexander Green and I are not in cahoots about the coming boom in corporate takeovers… We both researched the possibility separately. Unprompted, I might add. And yet, armed with different evidence, we arrived at the same conclusion. If you ask me, such a convergence of analysis in a narrow space of time shouldn’t be ignored. So today, let’s move on from why a takeover boom is imminent and focus exclusively on three takeover targets you can profit from…

From the tidal wave of e-mails and comments I have received from numerous different sources I am under the impression that most investors view the recent rally in the world’s stock markets as a bear market rally. I suppose we would need to define a bear market rally as a rally that fails to make a new all-time high (for the S&P 500, above the 1576 reached in October 2007) and is also followed by a new low for this cycle (below 666 for the S&P 500 reached in early March 2009).

This could get ugly. Another month, another 600k+ jobs expected to be lost. This would mark the 16th straight month of job losses, just one month short of the longest streak in history.

Since sinking to a 12-year low of 676.53 on March 9, the Standard and Poor’s 500 Index had risen 24% — the best such short-term rally since 1933. But this isn’t 1933 and you shouldn’t trust the rally. Happy Days are NOT here again, at least not yet.

U.S. President Barack Obama has decided against naming a “car czar,” and is instead asking U.S. Treasury Secretary Timothy F. Geithner and White House economic adviser Lawrence H. “Larry” Summers to head a task force on revamping the U.S. auto industry, Bloomberg News reported yesterday (Monday).

Live Nation Buys Ticketmaster; China Inflation Trudging Slowly; MillerCoors Profit Falls 40%; UBS Cuts Jobs, Announces Profitability; Traders Bid up Gold Options; Oil Falls Below $39;WalMart Cuts Jobs at Home Office; Cisco Raises $4 Billion