THE LATEST ARTICLES
NEWSLETTERS
Peter Orszag will likely take the reins from Ken Jacobs as C.E.O. of Lazard.
William D. Cohan May 21, 2023
News and notes on the latest intrigue swirling around the Sconset set and Gin Lane weekend crowd: what’s next for Lazard, my old stomping grounds; Iger’s ESPN calculation; and late-breaking SVB lessons.
Steve Schwarzman
William D. Cohan May 17, 2023
Insights into a REIT headache, and some of the craftiest investors who are seeing around the corner.
William D. Cohan May 14, 2023
There’s no erasing his historic earlier tenure at Disney, but the company is looking increasingly vulnerable, especially since Iger’s last big deal will likely be the $9 billion he’d spend to buy Hulu.
Under the leadership of Ken Jacobs, who has been extremely well paid, Lazard has grown bigger and more robust. But its stock has underperformed badly.
William D. Cohan May 10, 2023
How Wall Street’s most mysterious, enigmatic, and flamboyant firm—“l’haute banque d’affaires vis-à-vis the world”—was brought down by fate and tragedy, and what it can do to become exceptional again.


It’s not clear what our friend Warren was thinking when he invested in what is now known as Paramount Global.
William D. Cohan May 7, 2023
News and notes on the rumblings inside Wall Street C-suites, the Sconset set, and the Gin Lane mafia: the Berkshire Hathaway-Paramount mystery, a Goldman curiosity, and the latest Icahn controversy.
Jamie Dimon is predicting, conservatively, that First Republic will add $500 million in net income to JPM’s bottom line.
William D. Cohan May 3, 2023
A brief history of how Jamie Dimon and JPM became the saviors of Wall Street.
Comcast C.E.O. Brian Roberts.
William D. Cohan April 30, 2023
Notes on Brian Roberts’ post-Shell, pre-merger executive placeholder; a banking mini-crisis postmortem; and the end of the Lazard Way.
Does Comcast C.E.O. Brian Roberts’ decision to appoint Mike Cavanagh as Shell’s interim successor suggest that he’s preparing for a hypothetical combination of NBCU with Warner Bros. Discovery?
William D. Cohan April 26, 2023
With Shell out and Hulu in limbo, the fantasy of a Roberts-governed, Zaz-operated, post-Reverse Morris mega merger is more tantalizing than ever.


William D. Cohan April 23, 2023
News and notes on the murmurings from the Maidstone Club: springtime for I.P.O.s, the next phase of private equity dealmaking, and the cries from pity city.
Anthony Scaramucci first met S.B.F. over Zoom, in and around March 2021, at the suggestion of a mutual friend.
William D. Cohan April 19, 2023
What could possibly go wrong on a heavy-duty fundraising trip to the Middle East (with cameos from M.B.S., Jared, and Schwarzman) with FTX secretly on the brink of collapse?
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