THE LATEST ARTICLES
WALL STREET • May 28, 2023
The Iger-Roberts Chess Match & Icahn’s Duel
News and notes from the Maidstone crowd and Burning Tree delegation.
WALL STREET • May 24, 2023
Gorman’s Goodbye: Inside a C.E.O. Succession Bake-Off
I talk to a lot of well-wired people inside Morgan Stanley all the time: here’s what’s going to happen next. Plus notes on succession planning inside my old stomping grounds: Lazard and JPMC.
WALL STREET • May 21, 2023
Lazard Succession, Iger’s ESPN Move, & Netflix’s Ozempic
News and notes on the latest intrigue swirling around the Sconset set and Gin Lane weekend crowd: what’s next for Lazard, my old stomping grounds; Iger’s ESPN calculation; and late-breaking SVB lessons.
WALL STREET • May 17, 2023
Fade to Blackstone
Insights into a REIT headache, and some of the craftiest investors who are seeing around the corner.
WALL STREET • May 14, 2023
Iger’s Existential Question
There’s no erasing his historic earlier tenure at Disney, but the company is looking increasingly vulnerable, especially since Iger’s last big deal will likely be the $9 billion he’d spend to buy Hulu.
WALL STREET • May 10, 2023
How Wall Street’s most mysterious, enigmatic, and flamboyant firm—“l’haute banque d’affaires vis-à-vis the world”—was brought down by fate and tragedy, and what it can do to become exceptional again.
WALL STREET • May 7, 2023
A Warren-Shari Mystery & Ackman’s Icahnfreude
News and notes on the rumblings inside Wall Street C-suites, the Sconset set, and the Gin Lane mafia: the Berkshire Hathaway-Paramount mystery, a Goldman curiosity, and the latest Icahn controversy.
WALL STREET • May 3, 2023
A brief history of how Jamie Dimon and JPM became the saviors of Wall Street.
WALL STREET • April 30, 2023
Lazard Fears & NBCU C-Suite Tea Leaves
Notes on Brian Roberts’ post-Shell, pre-merger executive placeholder; a banking mini-crisis postmortem; and the end of the Lazard Way.
WALL STREET • April 26, 2023
The Post-Shell WBD-NBCU M&A Fantasy
With Shell out and Hulu in limbo, the fantasy of a Roberts-governed, Zaz-operated, post-Reverse Morris mega merger is more tantalizing than ever.