THE LATEST ARTICLES
WALL STREET • February 12, 2023
Dan Loeb’s New Quest & Shari Fiction 101
News and notes from around Wall Street: Marc Benioff’s five-headed activist hydra, Shari’s reduced fortune, and Iger’s elegant detente.
WALL STREET • February 8, 2023
A Private Equity Boardroom Coup
Less than a year after his death, the family of legendary financier Michel David-Weill has ceded control of a second family heirloom. It is an outcome at once unfathomable and inevitable.
WALL STREET • February 5, 2023
Wall Street Succession & Adani’s Hindenburg Disaster
News and notes on the inside conversation on Wall Street: Carlyle’s surprise move, the Adani shockwaves, and JPow’s smoke signals.
WALL STREET • February 1, 2023
Nelson Peltz’s Other C.E.O. Gambit
The activist circling Disney just helped orchestrate another C.E.O. succession. Should Bob Iger recalculate whether he wants Peltz outside the tent?
WALL STREET • January 29, 2023
Elliott or High Water
News and notes about the inside chatter on Wall Street: Can Marc Benioff defang Elliott’s Jesse Cohn? Could Larry Summers be wooed back to Washington? And Elon fundraising fantasies...
WALL STREET • January 25, 2023
The Talented Mr. Santos
A campaign post-mortem about the deceptions of George Santos, the intra-party blame game, and why Robert Zimmerman is on a mission for justice.
WALL STREET • January 22, 2023
FTX’s Pseudo-Revival, Goldman P.R., & Gorman Succession
The latest news and notes on what’s really going down on Wall Street: the FTX bankruptcy drama, Goldman Sachs’ layoff drama, and James Gorman’s McKinsey-style succession plan.
WALL STREET • January 18, 2023
The S.B.F. Chronicles, Part 5: The Mysteries of Stanford
Joe Bankman and Barbara Fried, the parents of disgraced crypto prince S.B.F., remain calm and defiant and completely supportive of their son, despite the mounting legal storm, according to a person who spoke with them recently. This is the fifth in a series.
WALL STREET • January 15, 2023
Bob Iger’s Full Nelson
The legendary Disney C.E.O. may think he can placate or assuage Nelson Peltz and his firm, Trian. But Disney has a major problem on its hands—whether Iger lets Peltz into the henhouse or not.
WALL STREET • January 11, 2023
The S.B.F. Chronicles, Part 4: Alameda, We Have a Problem
Among the first to sniff out the infamous balance sheet of Alameda Research, S.B.F.’s now defunct hedge fund, was a young doctor turned financial sleuth whose analysis helped facilitate FTX’s demise. This is the fourth in a series.