Monday, March 30, 2020

The best three e-mails I've ever written; Why I'm even more optimistic and bought stocks this morning; Is it immoral for me to give investment advice right now?; Reader feedback and my replies; When can the U.S. go back to normal?; Volunteering to build a field hospital in Central Park

By Whitney Tilson

1) I continue to believe you can’t have an opinion on stocks until you first have an opinion on how the coronavirus crisis will play out, so I spent the entire weekend collecting even more data and opinions… doing even more reading, thinking, and analyzing… and writing three long e-mails to the 3,400-plus people on […]
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Wild week; My latest view; My report: Why I'm Optimistic That We'll Soon Stop the Coronavirus; Favorable macro factors; A world awash in liquidity; Alan Gula's comments; Bill Ackman's greatest trade of all time

Friday, March 27, 2020
1) What a wild week! The sharpest, fastest bear market in history – the S&P 500 Index was down 35.2% from its closing high on February 19 to its intraday low on Monday – was followed by the sharpest, fastest move back into bull market territory in history, as the index rallied 20% from that […]

Porter Stansberry webinar this afternoon; My three new reports on the coronavirus crisis and its implications for investors; A caution; Finding the 'Common Good' in a Pandemic; One-question survey; 13 Deaths in a Day: An 'Apocalyptic' Coronavirus Surge at an N.Y.C. Hospital

By Whitney Tilson

Thursday, March 26, 2020
1) In yesterday’s e-mail, I wrote: “Most investors are cowering under their desks right now, but many of the ones I respect the most share my bullishness,” and highlighted Seth Klarman of Baupost Group and Bill Ackman of Pershing Square Capital Management. Well, I’ll add another person to the list: my friend Porter Stansberry, with […]

Replay of my webinar; Over-the-top sales pitch?; Why I'm Optimistic That We'll Soon Stop the Coronavirus; The huge analytical mistake people are making; Is the Coronavirus as Deadly as They Say?; Bernanke, Klarman, and Ackman are bullish

By Whitney Tilson

Wednesday, March 25, 2020
1) Last night, my colleague Enrique Abeyta and I hosted a free webinar on the coronavirus crisis and its implications for investors. We did a deep dive and took many questions for more than two hours. Normally the replays of events like this are only available to our subscribers, but in light of the current […]

My webinar tonight; My special report: Why I'm Optimistic That We'll Soon Stop the Coronavirus; We need to do some random testing right now; Our low mortality rate; Has the COVID-19 response gone too far?; Consider the costs

By Whitney Tilson

Tuesday, March 24, 2020
1) A final reminder… I’m hosting a free webinar with my colleague Enrique Abeyta tonight at 8 p.m. Eastern time on the coronavirus crisis and its implications for investors. I’ve given hundreds of presentations over the years – including a number in which I warned investors about the financial crisis in 2008 and 2009 long […]

My webinar tomorrow night; Why this is the best time to be an investor in more than a decade; A Plan to Get America Back to Work; Good to see the Federal Reserve act

By Whitney Tilson

Monday, March 23, 2020
1) I’ve been spending every waking moment over the past week preparing for the free webinar that my colleague Enrique Abeyta and I are hosting tomorrow night at 8 p.m. Eastern time on the coronavirus crisis and its implications for investors. I’ve given hundreds of presentations over the years, including many in which I warned […]
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Whitney Tilson

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About Whitney Tilson

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 nearly $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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