THE LATEST ARTICLES
NEWSLETTERS
Jamie Dimon
William D. Cohan June 5, 2022
Wall Street and business gossips are already speculating about Jamie and Sheryl’s next moves. Plus: How Elon shot himself in the foot.
Powell and Biden
William D. Cohan June 1, 2022
Biden has wholeheartedly endorsed Fed chairman Jerome Powell’s painful decision to take the punchbowl—ZIRP, QE, etc—away after 14 years. Does the political calculus suggest a short-term recession and midterm bloodbath followed by a rebound in ‘24?
Musk
William D. Cohan May 29, 2022
The simplest explanation for Elon’s recent moves is that he still intends to buy Twitter. But his new financing plan, restructured to protect Tesla, will require friends to share the risk. And with a purchase price this high, and leverage so low, who else would want it, anyway?
Jack Dorsey
William D. Cohan May 25, 2022
The Twitter proxy statement is a veritable telenovela of all the dealmaking foreplay surrounding Musk’s $44 billion Twitter blockbuster.


Paramount Global chairperson Shari Redstone can pretty much do whatever she wants at the now-combined entity, including replacing its C.E.O., its board and single-handedly deciding whether the company should be sold.
William D. Cohan May 22, 2022
News and notes on Buffett’s mediaco M&A play, Elon’s latest machinations, and why Wall Street bankers love Brian Roberts.
Elon Musk
William D. Cohan May 18, 2022
After brilliantly orchestrating the initial stanzas of his Twitter takeover, Elon Musk has now ceded much of the power back to the Twitter board. Where will it proceed from here? A lower price? A hostile takeover? Lawsuits galore? All the above?
Trader
William D. Cohan May 15, 2022
Peter Schiff, a notable “Gloom and Doomer,” accurately predicted the 2008 recession. Want to know what he thinks is headed our way this time around?
Stock crash
William D. Cohan May 11, 2022
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.


Elon Musk
William D. Cohan May 8, 2022
A motley group of coinvestors could help Musk to reduce the risk he is putting on Tesla, but will require him to find even more equity to close his deal for Twitter. Plus: What Liz Warren gets right and where Cathie Wood went wrong.
Warren Buffett
William D. Cohan May 4, 2022
Untangling a Wall Street mystery—right from the Oracle’s mouth.
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