THE LATEST ARTICLES
WALL STREET
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October 17, 2021
Jamie’s Bitcoin Call and the New Barbarians at the Gate
Regarding the most pressing questions on Wall Street and in my inbox.
WALL STREET
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October 13, 2021
The Case for Not Prosecuting Donald Trump
Most financial projections are rosy, as Wall Street well knows. That’s why banks have credit committees in the first place. But winning the case may prove more troublesome than having opened it at all.
WALL STREET
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October 10, 2021
Jack Ma’s Disappearance, WeWork’s I.P.O., and the Elon Exodus
Regarding the most pressing questions on Wall Street and in my inbox.
WALL STREET
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October 6, 2021
“The Unknown Unknowns Have Increased”: Wall Street Ponders the China Conundrum
Serious China watchers fear that businesses have underestimated the gravity of Xi’s “regulatory crackdown”—but privately worry that Washington isn’t responding with nearly enough nuance. “It's impossible to decouple,” warns one China expert. “[You] can't afford to not be there.”
WALL STREET
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October 3, 2021
Bitcoin, Cathie Wood’s Tesla Sale, and Junk Bond Porn
Regarding the most pressing questions on Wall Street and in my inbox.
WALL STREET
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September 29, 2021
The “Zombies” Are Coming: Wall Street Executives Await the Big One
Bankers know in their guts, as well as in their brains, that the combination of the highest stock prices and lowest bond yields in recorded history is not sustainable. A massive correction is coming.
WALL STREET
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September 26, 2021
On the Wealth Tax, Wall Street’s Biden Bet, and Lazard’s Challenge
Regarding the most pressing questions on Wall Street and in my inbox.
WALL STREET
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September 22, 2021
“From Big Oil to Big Shovels”: Daniel Yergin Outlines the Future of Energy
In a wide-ranging conversation, the author and intellectual discusses the problem with electric cars, decarbonization, and the looming energy crisis. Could what’s happening in Europe be a portent of what’s to come?
WALL STREET
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September 19, 2021
A.O.C., Debt Crisis Theater, and Steve Schwarzman’s New House
Regarding the most pressing questions on Wall Street and in my inbox.
WALL STREET
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September 15, 2021
The $7 Billion Wall Street Gamble
Francis DeSouza, the C.E.O. of a $70 billion biotech company, was hoping to make a mega-billion acquisition to help promote early cancer detection. Then the regulators came in to halt the deal. And he went ahead anyway.