WALLSTREET
William D. Cohan
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May 22, 2022
What Warren Sees in Shari
News and notes on Buffett’s mediaco M&A play, Elon’s latest machinations, and why Wall Street bankers love Brian Roberts.
Dylan Byers
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May 20, 2022
Brian Roberts’ One That Got Away
For months, the media elite have been wondering what the Comcast impresario might buy to scale up in the content wars. Turns out, Roberts had a plan that almost came together.
William D. Cohan
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May 18, 2022
Elon’s Next Moves
After brilliantly orchestrating the initial stanzas of his Twitter takeover, Elon Musk has now ceded much of the power back to the Twitter board. Where will it proceed from here? A lower price? A hostile takeover? Lawsuits galore? All the above?
William D. Cohan
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May 15, 2022
A Recession Projection That Might Make You Weep
Peter Schiff, a notable “Gloom and Doomer,” accurately predicted the 2008 recession. Want to know what he thinks is headed our way this time around?
William D. Cohan
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May 11, 2022
The Big One Is Here
If it looks like a recession, and smells like a recession, and the bond market is priced like a recession, then guess what: it’s here.
William D. Cohan
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May 8, 2022
Elon’s Church Plate & Cathie Wood’s Downfall
A motley group of coinvestors could help Musk to reduce the risk he is putting on Tesla, but will require him to find even more equity to close his deal for Twitter. Plus: What Liz Warren gets right and where Cathie Wood went wrong.