Expect Deal Rumors From Europe Next

This column was originally published on RealMoney on Feb. 22 at 9:03 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Another big day in Europe, driven by some remarkable earnings. Allianz(AZ Quote), Axa(AXA Quote), Nestle, BAE and BASF(BF Quote) are all on the move.

Think about it; that means you have two financial service companies, a food company, a defense company and a chemical company, all with big capitalizations, all on the prowl.

Could one of our investment banks or insurers be stolen by Allianz or Axa? I don't see why not. ...