Editor's note: Today in Empire Financial Daily, we're sharing an essay from Mason Sexton – founder and chief investment analyst of our corporate affiliate New Paradigm Research... Mason began his career on Wall Street after graduating from Harvard Business School – working with firms like Morgan Stanley, Salomon Brothers, and Mabon Nugent & Company. He has also nailed some big market predictions – including the 1987 crash "down to the minute"... the bottom of the 2009 market... and the top (and bottom) of the COVID crash. In today's essay, Mason issues a warning about the recent momentum-driven rally in all things tech and AI... A tropical storm slams into Southern California, brining 35 mph winds and a year's worth of rain in two days... The newspapers call it a "once-in-a-century event." Flash flood warnings are issued for Ventura County, which experienced "exceptional drought" and water restrictions only two years prior. Waves begin to lap over docks in San Diego. Dodgers Stadium
Wednesday, September 20, 2023

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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 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.
—John Petry