WALL STREET
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.
William D. Cohan
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October 31, 2021
Trump’s SPAC Alchemy, Lloyd Blankfein’s Gap Year & The Coming Crypto M&A Boom
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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October 27, 2021
Portrait of The Zaz as a Young Dealmaker
Decades before he christened the deal of the streaming age, David Zaslav cut his teeth under the tutelage of Jack Welch, Bob Wright and John Malone. The formative years of his career explain as much about the history of cable as they portend about the future of streaming.
William D. Cohan
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October 24, 2021
Inside the Trump Meme-SPAC Clown Car
As a business, the DWAC-TMTG merger is full of red flags: peripatetic sponsor, nonexistent product, outrageous valuation. But a mysterious bulk order, made just before the merger announcement sent the stock flying, may be the most telling market signal of all.
William D. Cohan
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October 20, 2021
“As Good as It Gets”: Wall Street Eats Its Cake
A decade ago, Congress and the vox populi banded together to try to send Wall Street bankers to the clink and chasten the industry for a generation. How’d that go? Re-regulation made the industry stronger and richer than ever—just as the mob moved on to Silicon Valley.
William D. Cohan
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October 17, 2021
Jamie’s Bitcoin Call & The New Barbarians at the Gate
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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October 13, 2021
The Case for Not Prosecuting Donald Trump
Most financial projections are rosy, as Wall Street well knows. That’s why banks have credit committees in the first place. But winning the case may prove more troublesome than having opened it at all.
William D. Cohan
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October 10, 2021
Jack Ma’s Disappearance, WeWork’s I.P.O. & The Elon Exodus
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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October 6, 2021
“The Unknown Unknowns Have Increased”: Wall Street Ponders the China Conundrum
Serious China watchers fear that businesses have underestimated the gravity of Xi’s “regulatory crackdown”—but privately worry that Washington isn’t responding with nearly enough nuance. “It's impossible to decouple,” warns one China expert. “[You] can't afford to not be there.”
William D. Cohan
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October 3, 2021
Bitcoin, Cathie Wood’s Tesla Sale & Junk Bond Porn
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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September 29, 2021
The “Zombies” Are Coming: Wall Street Executives Await the Big One
Bankers know in their guts, as well as in their brains, that the combination of the highest stock prices and lowest bond yields in recorded history is not sustainable. A massive correction is coming.
William D. Cohan
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September 26, 2021
On the Wealth Tax, Wall Street’s Biden Bet & Lazard’s Challenge
Regarding the most pressing questions on Wall Street and in my inbox.
Matthew Belloni
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September 24, 2021
The Case for Brian Robbins at Paramount
Robbins, the newly installed C.E.O. of Paramount Pictures, was perceived as an “affront” to film industry purists. But the former Nickelodeon chief may be just what Paramount+ needs to compete with Netflix in a low-stakes, high volume, post-theatrical world.
William D. Cohan
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September 22, 2021
“From Big Oil to Big Shovels”: Daniel Yergin Outlines the Future of Energy
In a wide-ranging conversation, the author and intellectual discusses the problem with electric cars, decarbonization, and the looming energy crisis. Could what’s happening in Europe be a portent of what’s to come?