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THE LATEST ARTICLES
NEWSLETTERS
Who would be a logical buyer, if anyone, of the slimmed-down Paramount Global?
WALL STREET August 9, 2023
Now that S&S is coming off the books, and with BET likely next, what might a market look like for a deal-fit, debt-trimmed Paramount Global?
If Donald Trump retakes the White House, it seems unlikely that our fragile democracy could withstand another four years of his lies, irrational behavior, and vendettas.
WALL STREET August 6, 2023
Would Donald Trump accept a radical deal to wipe his legal slate clean? Herewith, a consideration of a proposal from the heights of Wall Street.
Dan Yergin, the world-renowned energy consultant and Pulitzer-prize winning author.
WALL STREET August 2, 2023
My wide-ranging conversation with Dan Yergin, the renowned energy consultant and Pulitzer-winner and vice chairman of S&P Global, about everything from the Chinese economy and OPEC to nuclear power and U.C.O.
S.B.F.’s biggest problem continues to emanate from John J. Ray III, the new FTX C.E.O., who has made it his mission to recover as many assets as possible for the bankrupt estate and its forlorn creditors and customers.
WALL STREET July 30, 2023
A talmudic reading of FTX C.E.O. John Ray’s latest report.


Goldman C.E.O. David Solomon is very smart, and knows he needs to turn things around in the second half of the year.
WALL STREET July 23, 2023
Fresh insights and analysis on what the elite Wall Street crowd is ruminating about at Sebonack these days.
ESPN chief Jimmy Pitaro’s challenge now is to get direct-to-consumer done profitably, either for Disney, or for Comcast, or for some other strategic partner that Iger cooks up.
WALL STREET July 19, 2023
Ever since Iger’s stream of consciousness confessional in Sun Valley, M&A bankers have been fantasizing about the structure (and price) of a possible ESPN divestiture. Here’s the most compelling possibility.
WALL STREET July 16, 2023
Notes on the extension heard round the world, the comp question, the deal hypotheses, and whether Iger at Disney is the living exception to the de Gaulle postulation.
John J. Ray’s second interim report, filed at the tail end of June to the FTX independent directors and the Delaware bankruptcy court, is a doozy.
WALL STREET July 12, 2023
In his second interim report on the FTX disaster, interim C.E.O. and financial catastrophe auditor to the stars John J. Ray describes a Bosch painting of stunning criminal machinations by Sam Bankman-Fried and his principal internal attorney, Daniel Friedberg. Herewith, a Talmudic reading...


In a letter written by Elon Musk’s lawyer to Mark Zuckerberg, Musk claims that the employees he fired walked across the street to Meta and set up Threads using Twitter’s trade secrets and expertise.
WALL STREET July 9, 2023
News and notes on the anxieties of the Wall Street crowd out East: the unfortunate Lazard scandal, Elon’s lawsuits, his M&A options and more.
Fairly or not, these days it seems that everything David Solomon does endures extreme scrutiny.
WALL STREET July 5, 2023
Wall Street has been rife with rumors, many of which have found their way into the media, that David Solomon’s seat atop Goldman Sachs is increasingly hot. But I think the challenges for him at 200 West Street are largely exaggerated.
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