WALL STREET
William D. Cohan
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January 23, 2022
Winter Is Coming for Wall Street
Notes on Peloton’s market value collapse, Netflix’s future, M&A arbitrage, and Apollo’s next potential pound of flesh.
William D. Cohan
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January 19, 2022
The Epstein Posthumous Legal Battle
One lawyer’s quest for ten thousand pages of documents surrounding the F.B.I.’s 2006 investigation of the now-deceased predator. Plus: Notes on my dealings with the S.E.C. and Lazard Frères.
William D. Cohan
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January 16, 2022
Jamie vs. The Crypto Bulls
What’s really going on between Wall Street’s blockchain envy, bonus season at Goldman, and Larry Fink’s god complex.
Alex Kantrowitz
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January 14, 2022
Can Capitol Hill Break Its Day Trading Addiction?
Among stock traders, it’s common knowledge that you can’t consistently beat the market if you don’t have an edge. Luckily for Washington insiders, day trading is perfectly legal—and, for some, highly profitable.
William D. Cohan
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January 12, 2022
The Worst Media Deal in History?
NBCUniversal is now probably worth well north of $100 billion—a significant chunk of Comcast’s $230 billion market value. So why the hell did GE sell it for $30 billion a decade ago?
William D. Cohan
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January 9, 2022
Iger’s Aftermath, A Crypto Genius & Zoom M&A
Notes on Wall Street's post post-Covid deal frenzy, the legacy of Bob Iger, and Silicon Valley's new digital gold rush.
William D. Cohan
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January 5, 2022
The Card Shark: Jimmy Cayne and the Wars of Old Wall Street
The epic story of how a crafty bond salesman took over Bear Stearns—and risked an apocalypse to fight for it.
William D. Cohan
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December 29, 2021
McCormick’s Senate Run & The Remarkable Jimmy Cayne
Notes on David McCormick’s Trump Lite playbook, Chamath’s SPAC folly, more meme-stock insanity, and the passing of a Wall Street icon.
William D. Cohan
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December 22, 2021
My Lunch with James Gorman
The C.E.O. of Morgan Stanley dishes on Goldman and succession, among other topics, over bespoke sushi.
William D. Cohan
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December 19, 2021
The Best Wall Street Deals of 2021
Notes on the next fiscal crisis, Gorman’s return-to-office pivot, meme SPAC mania, and a ‘Succession’ shout-out.
William D. Cohan
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December 15, 2021
The DAO of Pooh
An exploration into the latest B.S. post-crypto fiscal fantasy as investors embrace the economy’s late-stage-Covid consensual hallucination.
William D. Cohan
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December 12, 2021
Tesla Voodoo, BuzzFeed’s I.P.O. & Shari’s ‘Succession’ Endgame
As the infamous Mike Milken once said, “When the ducks are quacking, you have to feed them.” The ducks are doing some serious quacking these days.
William D. Cohan
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December 8, 2021
Wall Street’s Axman Cometh
“The Ax” was once an influential figure on Wall Street, before Eliot Spitzer put the kibosh on the research industrial complex. Years later, Steve Tusa is the rare analyst elucidating the stakes for America’s most storied conglomerate.
William D. Cohan
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December 5, 2021
BuzzFeed’s I.P.O., Dalio’s “Moral Lapse” & The Humbling of Marcelo Claure
Observations on the latest Wall Street gossip and market signals as our twelve-year bull market begins to turn.
Matthew Belloni
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November 28, 2021
UTA Quietly Filed for a $200 Million Games SPAC
The “metaverse” isn’t mentioned in the prospectus, but it’s clear UTA sees what Mark Zuckerberg sees, and they want a piece of the action.
William D. Cohan and Dylan Byers
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November 24, 2021
MSNBC Panic, The Reign of Redstone & The Murdochs’ ‘Succession’ Drama
Inside the dynastic politics, boardroom dramas, and M&A land-grabs that are reshaping the media-tech-financial landscape.
William D. Cohan
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November 21, 2021
Elizabeth Holmes, SoftBank’s China Woes & More Tesla Inanity
Plus: Giving thanks for some of the greatest Wall Street dealmakers of all time.