THE LATEST ARTICLES
NEWSLETTERS
David Ellison
William D. Cohan August 10, 2025
News and notes on the viability of David Ellison and Gerry Cardinale’s Paramount promises, plus Zaz’s stock conundrum.
James jim Chanos
William D. Cohan August 6, 2025
The storied short seller has recently been focused on Bitcoin and MicroStrategy, but he’s increasingly turning his attention to the hyperscalers—the tech companies currently spending hundreds of billions on A.I. infrastructure. And though he isn’t shorting Meta, he told me from the yacht that he had some concerns about its lofty valuation.
Jim Grant
William D. Cohan August 3, 2025
The latest Wall Street scholarship on Saks Global—from the heralded ‘Grant’s Interest Rate Observer’ to ‘Pari Passu’ to ‘Covenant Review’—offers a tragic and epic narrative of decadence and “consensus at gunpoint.”
David Solomon
William D. Cohan July 30, 2025
The Trump administration is practically tempting the Wall Street behemoths to revisit the golden days of pre-crisis big-bank mergers. Will David Solomon bite?


Pam Bondi
William D. Cohan July 27, 2025
While Republicans have fled Washington for the summer in the hopes that the Epstein scandal goes away, attorney Dan Novack’s FOIA battle with the F.B.I. has been wending its way through the courts. This fall, we may finally get some answers.
Dan Yergin
William D. Cohan July 23, 2025
Welcome to the fourth annual State of the Energy Markets conversation with my friend Dan Yergin, Pulitzer Prize–winning author and vice chairman of S&P Global.
David Solomon
William D. Cohan July 20, 2025
David Solomon has Goldman Sachs operating as effectively as ever—returning billions to shareholders and prepared to take advantage of the regulatory environment to capitalize on a fertile M&A landscape.
James Chanos
William D. Cohan July 16, 2025
Michael Saylor’s Bitcoin repository, now known as Strategy, is enjoying a 2x premium on its BTC holdings. Is this legit, or simply erogeny for Bitcoin maximalists? The legendary short Jim Chanos has another idea…


Marc Metrick Saks
William D. Cohan July 13, 2025
News and notes on the latest creditor-on-creditor violence taking place at Marc Metrick’s debt-stacked baby, Saks Global—including a new twist in the form of a potential big short.
david zaslav
William D. Cohan July 9, 2025
As Warner Bros. Discovery prepares to split in two, Wall Street is salivating over the financial alchemy underpinning the company’s plans to pay down, and divvy up, its outstanding debts—with something like $20 billion or so staying with the cable TV group, and the remaining $6 billion following Zaz on his new Studios & Streaming journey.
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