THE LATEST ARTICLES
WALL STREET • January 12, 2022
The Worst Media Deal in History?
NBCUniversal is now probably worth well north of $100 billion—a significant chunk of Comcast’s $230 billion market value. So why the hell did GE sell it for $30 billion a decade ago?
WALL STREET • January 9, 2022
Iger’s Aftermath, a Crypto Genius, and Zoom M&A
Notes on Wall Street's post post-Covid deal frenzy, the legacy of Bob Iger, and Silicon Valley's new digital gold rush.
WALL STREET • January 5, 2022
The Card Shark: Jimmy Cayne and the Wars of Old Wall Street
The epic story of how a crafty bond salesman took over Bear Stearns—and risked an apocalypse to fight for it.
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WALL STREET • December 29, 2021
McCormick’s Senate Run & the Remarkable Jimmy Cayne
Notes on David McCormick’s Trump Lite playbook, Chamath’s SPAC folly, more meme-stock insanity, and the passing of a Wall Street icon.
WALL STREET • December 22, 2021
My Lunch with James Gorman
The C.E.O. of Morgan Stanley dishes on Goldman and succession, among other topics, over bespoke sushi.
WALL STREET • December 19, 2021
The Best Wall Street Deals of 2021
Notes on the next fiscal crisis, Gorman’s return-to-office pivot, meme SPAC mania, and a ‘Succession’ shout-out.