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THE LATEST ARTICLES
William D. Cohan
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November 21, 2021
Elizabeth Holmes, SoftBank’s China Woes & More Tesla Inanity
Plus: Giving thanks for some of the greatest Wall Street dealmakers of all time.
William D. Cohan
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November 17, 2021
Tesla Bears, Peloton’s Swoon & More GE Disaster Porn
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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November 14, 2021
The Jack Welch Conundrum
Twenty years after stepping down as the leader of GE, and being minted the C.E.O. of the century, Jack Welch’s baby is about to become three companies. What went wrong?
William D. Cohan
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November 10, 2021
Tesla’s Icarus Syndrome
Tesla has broken the will of short-sellers, market prognosticators, even one-eyed all-seeing Big Short god Michael Burry. But is the party finally ending?
William D. Cohan
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November 7, 2021
The Agony of the Tesla Shorts & Shari vs. ‘Succession’
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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November 3, 2021
Apollo’s New Mission: Life After Leon
Apollo Global Management has long been identified with its co-founder Leon Black. Now his successor Marc Rowan is on a mission to change that narrative—pronto—and to make a killing in the process.
William D. Cohan
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October 31, 2021
Trump’s SPAC Alchemy, Lloyd Blankfein’s Gap Year & The Coming Crypto M&A Boom
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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October 27, 2021
Portrait of The Zaz as a Young Dealmaker
Decades before he christened the deal of the streaming age, David Zaslav cut his teeth under the tutelage of Jack Welch, Bob Wright and John Malone. The formative years of his career explain as much about the history of cable as they portend about the future of streaming.
William D. Cohan
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October 24, 2021
Inside the Trump Meme-SPAC Clown Car
As a business, the DWAC-TMTG merger is full of red flags: peripatetic sponsor, nonexistent product, outrageous valuation. But a mysterious bulk order, made just before the merger announcement sent the stock flying, may be the most telling market signal of all.
William D. Cohan
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October 20, 2021
“As Good as It Gets”: Wall Street Eats Its Cake
A decade ago, Congress and the vox populi banded together to try to send Wall Street bankers to the clink and chasten the industry for a generation. How’d that go? Re-regulation made the industry stronger and richer than ever—just as the mob moved on to Silicon Valley.
