THE LATEST ARTICLES
NEWSLETTERS
Donald Trump
William D. Cohan February 9, 2025
Wall Street hasn’t had much beef with Trump 2.0 thus far, outside of the J6 pardons and his misguided response to the midair collision over DCA. But now that he’s taking on the carried interest loophole, things may change.
Donald Trump
William D. Cohan February 5, 2025
Other than the blanket pardons for the January 6 offenders, and Trump’s D.E.I. press conference after the horrific helicopter-jet collision, the donor class on Wall Street is generally happy with Trump II.
Masayoshi Son
William D. Cohan February 2, 2025
SoftBank founder Masayoshi Son is among the most enigmatic and influential investors alive today. In a recent conversation at the Economic Club of New York, one of his biographers, the former FT editor Lionel Barber, offered a brisk primer on his legendary career.
Jensen Huang - NVIDIA
William D. Cohan January 29, 2025
Yes, yes, DeepSeek’s low-cost alternative to ChatGPT might represent a sea change in how Wall Street models the financial impact of artificial intelligence. Markets like moats, after all. But investors racing for the exits ought to take the long view of history and stop losing their heads.


wall street markets AI
William D. Cohan January 26, 2025
Jon O’Herron, one of Lazard’s legendary partners, used to tell me that all you needed as an investment banker was “a yellow sheet of paper and a pencil.” Obviously, those days are long gone. Rogo, which just raised a new round, heralds a new dawn on Wall Street.
David Solomon
William D. Cohan January 23, 2025
Goldman Sachs just gave C.E.O. David Solomon 80 million reasons to stick around for another five years. It also provided a plan for succession—the sort of road map that is still egregiously absent among some of Goldman’s largest peers.
donald trump nyse wall street
William D. Cohan January 19, 2025
Despite a number of complex and even chilling signals, the new president will inherit the stable economy that his predecessor achieved but could never articulate—Trump’s latest stroke of luck in a lifetime of unprecedented good fortune.
leon black
William D. Cohan January 19, 2025
New legal judgments would seem to vindicate the Apollo founder, who had been enmeshed for years in the Epstein miasma and a couple other sordid scenarios.


Bill Ackman
William D. Cohan January 16, 2025
Bill Ackman, the prolific X poster and hedge fund billionaire, has proposed a deal to position himself as his generation’s answer to Warren Buffett—his latest attempt to secure a place on Wall Street’s Mount Rushmore.
donald trump elon musk
William D. Cohan January 12, 2025
Will the investor infatuation with Tesla (or SpaceX or Starlink…) fade after Trump and Musk have their inevitable falling out?
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