THE LATEST ARTICLES
NEWSLETTERS
robert f. smith
WALL STREET August 31, 2022
No, it’s not Twitter, or a fantasy Pinterest or Peloton deal. Instead, it’s a software L.B.O. that will dictate everything in the current deal desert.
Jerome Powell
WALL STREET August 28, 2022
News and notes on the most pressing questions obsessing Wall Street: Will JPow drop the hammer? Can the Chancery Court tame Elon Musk? And would somebody please put Peloton out of its misery?
Dan Loeb
MEDIA August 24, 2022
When you cut through it, all Dan Loeb really really wants Bob Chapek to do is slash Disney’s bloated costs and pay down the company’s $50 billion of debt. And maybe shake up the board. And maybe spin ESPN. And, oh wait…
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.
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