Editor's note: Over at our corporate affiliate Altimetry, Joel Litman – the company's founder and chief investment strategist – believes the U.S. Federal Reserve is still poised to hike rates in the months ahead. In today's essay, he explains why – and examines the big question of when the rate hiking might ease up... Inflation is getting lower... Yet it's still not low. Last month, the U.S. Department of Labor released inflation data for October. The Consumer Price Index ("CPI"), which tracks the change in price of consumer goods, increased 7.7% in October 2022 compared with 2021. Believe it or not, investors took it as an encouraging sign. The CPI was 8.2% year over year in September and 9.1% in June. The market took off on the positive news. Things are definitely better now than they were in June. That being said, inflation is still historically high. We haven't seen levels like these since the 1980s. Here's why investors were excited... The Federal Reserve is looking for some s
Wednesday, December 7, 2022
Wednesday, December 7, 2022
1) I haven't had a chance to review the report Hindenburg Research just released on health care real estate investment trust ("REIT") Welltower (WELL)... but given founder Nate Anderson's track record of exposing fraud and malfeasance, Welltower investors would be wise to read this closely: Welltower: Exposing the Shell Game. Excerpt: Despite the high praise from […]
Tuesday, December 6, 2022
I still get a twinge of PTSD when I think back on doing short research in the year post-pandemic... That was when even the most fundamentally flawed companies were winners. And it seemed that the more fundamentally flawed, the bigger the winner. The biggest immediate winners, of course, were the likes of Peloton (PTON), Zoom […]
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Prior to creating Empire Financial Research, Whitney Tilson founded and ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds. Starting out of his bedroom with only $1 million, Tilson grew assets under management to more than $200 million.
Tilson graduated magna cum laude from Harvard College with a bachelor's degree in government in 1989. After college, he helped Wendy Kopp launch Teach for America and then spent two years as a consultant at the Boston Consulting Group. He earned his MBA from Harvard Business School in 1994, where he graduated in the top 5% of his class and was named a Baker Scholar.
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Whitney is one of the most connected investors I’ve met. He’s been able to tap into an infinitely deep and unique network of people to come up with great insights into ideas and develop them that other people just can’t do because they don’t have the kind of network he does.
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