WALL STREET
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.
William D. Cohan
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November 17, 2021
Tesla Bears, Peloton’s Swoon & More GE Disaster Porn
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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November 14, 2021
The Jack Welch Conundrum
Twenty years after stepping down as the leader of GE, and being minted the C.E.O. of the century, Jack Welch’s baby is about to become three companies. What went wrong?
William D. Cohan
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November 10, 2021
Tesla’s Icarus Syndrome
Tesla has broken the will of short-sellers, market prognosticators, even one-eyed all-seeing Big Short god Michael Burry. But is the party finally ending?
William D. Cohan
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November 7, 2021
The Agony of the Tesla Shorts & Shari vs. ‘Succession’
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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November 3, 2021
Apollo’s New Mission: Life After Leon
Apollo Global Management has long been identified with its co-founder Leon Black. Now his successor Marc Rowan is on a mission to change that narrative—pronto—and to make a killing in the process.