THE LATEST ARTICLES
NEWSLETTERS
Jamie Dimon is predicting, conservatively, that First Republic will add $500 million in net income to JPM’s bottom line.
William D. Cohan May 3, 2023
A brief history of how Jamie Dimon and JPM became the saviors of Wall Street.
Comcast C.E.O. Brian Roberts.
William D. Cohan April 30, 2023
Notes on Brian Roberts’ post-Shell, pre-merger executive placeholder; a banking mini-crisis postmortem; and the end of the Lazard Way.
Does Comcast C.E.O. Brian Roberts’ decision to appoint Mike Cavanagh as Shell’s interim successor suggest that he’s preparing for a hypothetical combination of NBCU with Warner Bros. Discovery?
William D. Cohan April 26, 2023
With Shell out and Hulu in limbo, the fantasy of a Roberts-governed, Zaz-operated, post-Reverse Morris mega merger is more tantalizing than ever.
William D. Cohan April 23, 2023
News and notes on the murmurings from the Maidstone Club: springtime for I.P.O.s, the next phase of private equity dealmaking, and the cries from pity city.


Anthony Scaramucci first met S.B.F. over Zoom, in and around March 2021, at the suggestion of a mutual friend.
William D. Cohan April 19, 2023
What could possibly go wrong on a heavy-duty fundraising trip to the Middle East (with cameos from M.B.S., Jared, and Schwarzman) with FTX secretly on the brink of collapse?
Casey Bloys, Kathleen Finch, David Zaslav, and J.B. Perrette during a Warner Bros. Discovery Streaming press event.
William D. Cohan April 16, 2023
News and notes from private equity, Zazworld, and media.
FTX interim C.E.O. John J. Ray III wrote that the lack of records and controls at S.B.F.’s company was so “pervasive,” that he and his team had to “start from scratch,” in order to “simply identify the assets.”
William D. Cohan April 12, 2023
The first interim report by John J. Ray III, the restructuring guru and C.E.O. of the remains of FTX, depicts a horror show of moronic Gen Z hubris, financial impropriety, deceit, and so much more.
Apple’s slowing growth and $165 billion balance sheet are fueling armchair speculation that C.E.O. Tim Cook ought to put some of that cash to work.
William D. Cohan April 9, 2023
News and notes on the inside story on Wall Street: the coming Elon debt crisis, more Shitrix porn, and a Ronald Perelman milestone.


Disney C.E.O. Bob Iger has notched three impressive wins in his six months back in the saddle.
William D. Cohan April 5, 2023
Despite his early successes, the ageless C.E.O. still has two vitally important tasks in front of him: cranking up Disney’s moribund stock price and finding a real successor, one that can outlast the 33-month tenure of Bob Chapek. He’s got some 18 months left.
The opportunity for Jamie Dimon to join the White House cabinet would also provide Dimon with the perfect cover to finally appoint a successor.
William D. Cohan April 2, 2023
News and notes on the inside conversation on Wall Street: “The Jamie and Janet Show,” David Zaslav’s incentives, and Elon’s fuzzy math.
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