Monday, August 19, 2019

Refinance your house right now; American consumers are holding up the global economy. But for how long?; David Berman on consumer spending and retailers; How the Recession of 2020 Could Happen; A recession is coming. How bad will it be?

1) The crash in interest rates is terrible for savers, but for anyone with a mortgage, it’s great news, as mortgage rates are at or near an all-time low. Here’s what my friend Steve Sjuggerud of Stansberry Research had to say in his latest True Wealth newsletter: “How are things, Jeff? I bet business is […]
Recent Newsletters

The WeWork scam; Evaluating GE; Druckenmiller buys GE; Briggs & Stratton hit a 45-year low; Overstock CEO Takes Aim at 'Deep State' After Romance With Russian Agent

Friday, August 16, 2019
1) Following up on Wednesday’s e-mail about WeWork, the more I learn about this company, the more obsessed I get… It’s a wild combination of Uber, Tesla, the Fyre Festival, and Theranos! It’s not a fraud, but it’s a total scam. You heard it here first: I don’t think this IPO happens, even with some […]

Lumber Liquidators: Get in on the Ground Floor; Markopolos' short report on GE; Enrique Abeyta's take; Ackman bets on idol Warren Buffett's Berkshire Hathaway; My Berkshire slide deck

Thursday, August 15, 2019
1) It’s good to see the Wall Street Journal picking up on how crazy cheap Lumber Liquidators (LL) is. I could have written this Heard on the Street column myself! Lumber Liquidators: Get in on the Ground Floor. Excerpt: Investors with a stomach for volatility might want to wager on the next surprise being a […]

Does investing in emerging markets still make sense? The bear and bull cases; How a Global Trash Glut Hurt a $25 Billion Industry; Speeding up videos

Tuesday, August 13, 2019
1) I’ve never invested in emerging markets (“EM”) for circle of competence reasons, but have always felt like they would be fertile grounds for investors who spoke the language and knew the countries well (due to their higher growth and less efficient markets). But not everyone agrees – there’s quite a bull-bear debate. This in-depth […]
Whitney Tilson

Get Whitney Tilson's Empire Financial Daily delivered straight to your inbox.

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.

Click here for the full bio