Stock Market
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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March 9, 2022
“When the Lines of Fear and Greed Cross”
On Wall Street, the horror of Russia’s invasion of Ukraine has become a uniquely dark investing opportunity.
William D. Cohan
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February 23, 2022
The “SPAC King’s” B.S.
The smart money has already pulled out of Trump’s SPAC circus, just as Chamath Palihapitiya dumped his stake in Virgin Galactic. Plus: Is the Nasdaq nearing its bottom?
William D. Cohan
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February 20, 2022
Shari’s Choice, A Netflix Moment & More
Notes on Wall Street’s new streaming math, GE fan fiction, and Ford’s meme-stock temptation.
William D. Cohan
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February 6, 2022
Zaz’s Zuck Card, Fed Anxiety & The Next Youngkin
The inside conversation on Wall Street about Warner’s CNN headache, AMC’s meme-bond offering, and Jamie Dimon’s dream job.
Matthew Belloni
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January 23, 2022
Netflix’s Black Friday
The stock price apocalypse is a market problem more than a business problem. Netflix may not be growing fast enough for Wall Street, but what’s wrong with throwing off tens of billions of dollars in cash?
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 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.