THE LATEST ARTICLES
NEWSLETTERS
Bob Iger
William D. Cohan September 18, 2022
Observations on the great Wall Street stories of our age, or at least of this week: Josh Kushner’s new venture partner, Josh Harris’s $5 billion kiss-off to Leon Black, and the Elon-Cathie deflation delusion.
Monopoly
William D. Cohan September 14, 2022
Memories of the Forstmanns, Morgan Stanley halcyon days, legendary deals made (and killed), and all the feels at Tom Lister’s jubilee.
steve mnuchin, gary cohn, wilbur ross
William D. Cohan September 11, 2022
As Trump plots his return to the White House, would any of his former Wall Street brain trust sign on for round two? Plus observations on Jay Powell’s pain tolerance, Elon’s stalling tactics, and the odds of Secretary Schwarzman.
Sheryl Sandberg
William D. Cohan September 7, 2022
If Dan Loeb gets his way, two new heavyweights will join the Disney board. Dan, here’s my suggestion list. (We can discuss the advisory fees later…)


robert f. smith
William D. Cohan August 31, 2022
No, it’s not Twitter, or a fantasy Pinterest or Peloton deal. Instead, it’s a software L.B.O. that will dictate everything in the current deal desert.
Jerome Powell
William D. Cohan August 28, 2022
News and notes on the most pressing questions obsessing Wall Street: Will JPow drop the hammer? Can the Chancery Court tame Elon Musk? And would somebody please put Peloton out of its misery?
Dan Loeb
William D. Cohan August 24, 2022
When you cut through it, all Dan Loeb really really wants Bob Chapek to do is slash Disney’s bloated costs and pay down the company’s $50 billion of debt. And maybe shake up the board. And maybe spin ESPN. And, oh wait…
adam neumann
William D. Cohan August 21, 2022
Notes on the biggest stories coursing through Wall Street: Andreessen’s WeWork revisionism, Cohen’s meme stock rug pull, and the Weisselberg fallout.


Russian President Vladimir Putin meets Chinese President Xi Jinping at BRICS Summit in Brasilia
William D. Cohan August 17, 2022
Daniel Yergin, the renowned energy expert, on Xi, Putin, American diplomacy, and avoiding a “Lehman-style” economic catastrophe in Europe.
A.G. Sulzberger
William D. Cohan August 14, 2022
More notes on ValueAct’s Sulzberger love tap, plus Rivian’s latest correction, and Elon’s Twitter liquidity headfake.
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