THE LATEST ARTICLES
NEWSLETTERS
Carl Icahn
WALL STREET September 11, 2024
Now 88 years old, Carl Icahn has seen his personal fortune dwindle by some $20 billion in recent years. Has he lost his edge, or is something else afoot inside his holding company? Anyway, we chatted about it.
donald trump
WALL STREET September 8, 2024
Yes, Trump’s insane, rambling, nonsensical dissembling at the Economic Club of New York was the latest evidence of his declining acuity. But it was also yet another example of his terrible understanding of simple business concepts.
aig joseph cassano Martin Sullivan robert lewis
WALL STREET September 4, 2024
A cohort of former AIG Financial Products executives—the same guys who helped precipitate the 2008 financial collapse—have come to collect the hundreds of millions they claim they’re owed. Only on Wall Street…
Warren Buffett’s Berkshire Hathaway has surpassed a $1 trillion dollar market valuation.
WALL STREET September 1, 2024
News and notes from the Wall Street hype machine as Berkshire Hathaway hits $1 trillion, Sam Altman’s OpenAI trades at 33x (!) revenue, and Two Sigma continues to flirt with disaster.


Edgar Bronfman Jr. was gearing up to make a rival bid for Paramount.
WALL STREET August 28, 2024
News and notes on Edgar Bronfman Jr.’s brief, absurd, and embarrassing attempt to acquire Paramount Global. “He got a lot [of investment] quickly, but not the last mile needed for certainty,” one deal participant told me.
Edgar Bronfman jr.
WALL STREET August 25, 2024
The latest strategic considerations regarding Edgar Bronfman Jr.’s 13th-hour bid for Paramount, how the special committee is adjudicating the rival offers, and why David Ellison’s Skydance will almost certainly come out on top.
gas station
WALL STREET August 21, 2024
Our third annual check-in with energy guru Dan Yergin about how the U.S. ended up with an oil and gas surplus, an electricity deficit, and what can make up the difference.
david zaslav
WALL STREET August 14, 2024
Interrogating the bull case—or at least the view that things aren’t as totally awful as they seem—for David Zaslav and Warner Bros. Discovery.


Linda Yaccarino
SILICON VALLEY August 11, 2024
News and notes on Elon Musk and Linda Yaccarino’s bizarro world “war” on the advertising community.
Rufus Gifford
WALL STREET August 7, 2024
My candid chat with Rufus Gifford, son of the legendary banker, and now Jeffrey Katzenberg’s partner in shaking the money tree and “creating connectivity” between the donor world and the Harris-Walz campaign.
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