William D. Cohan • November 27, 2022

Icahn’s Big Short & The FTX Colonic

News and notes on some of the most controversial storylines percolating through Wall Street this week: TradFi’s crypto victory lap and Carl Icahn’s battle with the apes.

The Editors • November 26, 2022

The Iger Intrigue

What will he buy? Who will he fire? And who is the favorite to succeed him? An urgent Inner Circle conversation with Matt Belloni, Dylan Byers, and William D. Cohan.

Matthew Belloni & William D. Cohan • November 26, 2022

Barbarians at the Disney Gates

How will returning C.E.O. Bob Iger defang Dan Loeb, and possibly even Nelson Peltz, the activist behind the coups at GE and DuPont? Plus, Wall Street’s Zazlovian doubts. Here’s the inside conversation on a big week in big media.

William D. Cohan • November 23, 2022

The Chapek Coup & The Adults at FTX

The insider conversation on the two seismic storylines roiling Wall Street this holiday season: the latest beats in the saga of S.B.F., and what to expect from the new Iger era.

William D. Cohan • November 16, 2022

The Corporate Divorce of the Century

By the mid-90s, Jack Welch was forced to ponder succession. Before him were a coterie of bright-eyed prospects—Cote, Immelt, Calhoun, and Nardelli, among them. But in the background was a scandal that befell perhaps his most qualified candidate. This is an excerpt from Power Failure: The Rise and Fall of an American Icon.

Eriq Gardner • November 14, 2022

The S.B.F. Bankruptcy Tea Leaves

FTX anticipated getting hit with an avalanche of lawsuits and likely filed for Chapter 11 early to pause the mayhem. This peace of mind will only last so long.

William D. Cohan • November 13, 2022

Was FTX a Lehman or an Enron?

Wall Street comes to terms with a generational financial tragedy.

William D. Cohan • November 9, 2022

Sorrell’s Elon Advice & Trump’s Financial Ankle Bracelet

The latest inside chatter on Wall Street about, among other things, fixing Twitter, Trump’s deal-making handcuffs, and the S.B.F. postmortem.

William D. Cohan • November 6, 2022

Elon’s Folly, Fed Clues & Zaz on the Edge

News and notes on the most astonishing Wall Street stories of the week: Silicon Valley’s deep freeze, JayPow’s hidden message, and the Warner Bros. Discovery mess.

William D. Cohan • November 2, 2022

Goldman Flacks

Tony Fratto is the latest executive to head from the hilt of D.C. to the Goldman P.R. throne. Some notes on what he can learn from his predecessors.

William D. Cohan • October 30, 2022

Elon’s Clues & An M&A Hail Mary

News and notes on the inside conversation percolating throughout Wall Street: what Elon’s bankers will do with the debt, Apple’s earnings, and the CS First Boston prayer.

William D. Cohan • October 26, 2022

Stairway to Yellen

Many on Wall Street and Pennsylvania Avenue assume that Janet Yellen will conclude her extraordinary career in public service—C.E.A., the Fed, Treasury!—after the midterms. So who will Biden appoint as his next Treasury Secretary? Some guesses and informed speculation…

William D. Cohan • October 23, 2022

Elon Shock Therapy & Ackman’s Mistake

Massive cost-cutting is only the first of the palliatives planned for Musk’s privately-owned Twitter. Plus, the inside conversation on Wall Street about Netflix’s stock rebound and Larry Fink’s Marshall Plan.

William D. Cohan • October 19, 2022

Of Mice and Memes

A new three-part Netflix docuseries, Eat the Rich: The GameStop Saga, captures the essence of how the collective action of retail investors, relying largely on Reddit posts and their own desire to “stick it to the man,” nuked Melvin Capital. Bob Sloan, a star of the film, explains what the industry has learned ever since.

Eriq Gardner • October 17, 2022

The Fortune 500 Woke Wars Begin

It’s shareholder proxy season—the time when aggrieved investors can put the screws to the world’s biggest companies over issues large and small, including their commitment to E.S.G. It’s a season that’s becoming ever more politically and legally explosive.