WALL STREET
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.
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.
William D. Cohan
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May 4, 2022
Why Buffett Put the Screws to Goldman
Untangling a Wall Street mystery—right from the Oracle’s mouth.
William D. Cohan
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May 1, 2022
Will Elon Walk Away?
As of now, he’s essentially only bought a $1 billion call option to buy Twitter. But various stock market moves suggest that everything is lining up.
William D. Cohan
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April 27, 2022
Elon’s Gamble: Imagining Tesla Stock Judgment Day
Musk’s decision to secure Twitter with his Tesla stock leaves him vulnerable to a punishing margin call. Will Tesla shareholders pay the ultimate price for his Twitter folly?
William D. Cohan
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April 24, 2022
Elon Sharpens His Vampire Teeth
Elon’s consummation, Zaz’s looming target, Ackman’s about-face, and other pressing questions sliding into Wall Street’s DMs.
William D. Cohan
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April 20, 2022
How Elon Can Get That $40B
Will the world’s richest man risk his stake in Tesla, precarious as it is, to acquire Twitter? The smart money on Wall Street has already conceived a more elegant solution.
William D. Cohan
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April 14, 2022
The Twitter Board’s Panic Room
Most of the takes out there are wrong. Musk is serious. And the Twitter board, Goldman, and its management team better be, too.
William D. Cohan
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April 13, 2022
The Elon-Twitter Corporate Hostage Negotiation
Twitter has been at war with itself since its inception. But Elon Musk’s stock accumulation arms race is an existential crisis.
William D. Cohan
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April 10, 2022
The Zaz Stock Strategy & Buffett’s New Tide
As ever on Wall Street, the smart get greedy when retail gets fearful. Plus: A history of Goldman scandals and the sports deal of the decade.
William D. Cohan
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April 6, 2022
The Billion-Dollar Trump-Wall Street Mystery
Why did Manhattan D.A. Alvin Bragg apparently sideline an investigation into Trump’s business practices? And what might have happened, in a Vanceian era, had he not?
William D. Cohan
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April 3, 2022
Ari’s Comp & Warren Buffett’s Wink
Musings on the questions of our time on Wall Street: What is Ari Emanuel really worth? Can the Fed protect us from a post-plague recession? And what is Warren Buffett secretly up to?
William D. Cohan
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March 30, 2022
TikTok Capitalism Comes to Wall Street
In our age of Robinhood short squeezes and AMC apefests, social media influence is becoming the people’s leverage in the world of professional finance—where money is usually made from money. Now Animal Capital, a pioneering V.C. firm, is treating social media follower counts like real capital.
William D. Cohan
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March 27, 2022
Crypto’s Boom & A Warren Buffett Mystery
The biggest risk-takers on Wall Street these days are looking west, to crypto funds on Sand Hill Road, or east, to the mother of all fire sales in Moscow. Plus: What I’m hearing about Buffett’s $27 million Goldman Sachs snub.