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THE LATEST ARTICLES
NEWSLETTERS
adam neumann
WALL STREET August 21, 2022
Notes on the biggest stories coursing through Wall Street: Andreessen’s WeWork revisionism, Cohen’s meme stock rug pull, and the Weisselberg fallout.
Russian President Vladimir Putin meets Chinese President Xi Jinping at BRICS Summit in Brasilia
WALL STREET August 17, 2022
Daniel Yergin, the renowned energy expert, on Xi, Putin, American diplomacy, and avoiding a “Lehman-style” economic catastrophe in Europe.
A.G. Sulzberger
MEDIA August 14, 2022
More notes on ValueAct’s Sulzberger love tap, plus Rivian’s latest correction, and Elon’s Twitter liquidity headfake.
Kewsong Lee
WALL STREET August 10, 2022
Yes, Kyrsten Sinema has extinguished any fears of closing the carried interest loophole. But the real story out of Washington that Wall Street cares about is what went down at Carlyle. So here goes…


david Zaslav
WALL STREET August 7, 2022
Wall Street’s sharp heel turn on Warner Bros. Discovery has media insiders envisioning an M&A Hail Mary. Plus notes on Musk counter-suing Twitter, Sinema bailing out private equity, and Adam Aron’s APE dividend gimmick.
brian roberts
MEDIA August 3, 2022
Tom Rogers, the cable legend, envisions an ambitious and elegant hypothetical: What if Brian Roberts and David Zaslav cook up a merger to compete with Apple and Amazon?
Lina Khan
WALL STREET July 31, 2022
Notes on what everyone is mumbling about on Wall Street: Buffett’s boffo earnings, more of “the dead cat bounce,” Lina Khan’s Meta example, and the Ackman diatribe of the summer.
Trading Floor Cubicle
WALL STREET July 27, 2022
Revisiting an endless scorched-earth FINRA saga that could only take place in the culture’s most bizarrely regulated industry. Merrill, Wells Fargo, Greenberg Taurig, Lowenstein Sandler: this has ‘em all.


Cathie Wood
WALL STREET July 24, 2022
Notes on the Elon suit and recession anticipation, among other Wall Street dish and concerns.
Ted Sarandos and Reed Hastings
WALL STREET July 20, 2022
After a less disappointing second quarter earnings report, Netflix appears to be vectoring in the right direction. And yet the stock is still trading 64 percent below its peak, and its officers and directors only own 2.4 percent of its shares in a single-class structure. It could be a pretty appetizing target in a rapidly consolidating entertainment-tech ecosystem.
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