Coronavirus

Coronavirus Update 7/6/20

By Whitney Tilson

Monday, July 6, 2020
1) Arizona continues to look concerning: But if we dig a bit deeper, things are starting to look up. On 6/18, Governor Doug Ducey (finally) allowed mayors to issue mask mandates in Arizona. Arizona governor says mayors allowed to require face masks. Excerpt: The governor had as recently as last week resisted allowing cities to do […]

Coronavirus Update 7/3/20

By Whitney Tilson

Friday, July 3, 2020
1) Despite the politicization of mask wearing, President Donald Trump has (finally) backed mask wearing. This is good because research shows Face masks may reduce COVID-19 spread by 85%, WHO-backed study suggests. Excerpt: With face masks, the chance of infection or transmission was 3% with a mask compared with 17% without a mask, a reduction of more […]

Coronavirus Update 7/1/20

By Whitney Tilson

Wednesday, July 1, 2020
I’m in my third week of hiking and climbing pretty much nonstop in Yosemite and the Eastern Sierra Mountains (see my latest pics at: https://www.facebook.com/wrtilson/posts/10158316490918632), so all credit for this email goes to my super-analyst, Alex – thank you! 1) While I think it is likely (P(event) = 75%) that deaths will rise in the coming […]

Coronavirus Update 6/27/20

By Whitney Tilson

Saturday, June 27, 2020
1) U.S. COVID cases are once again reaching new highs… And while some are trying to paint a dark, grim picture and others continue to ignore the perils of the disease, as always the truth lies somewhere in the middle. Yes, cases are up, but so is testing.   But this is not the whole […]

Coronavirus Update 6/22/20

By Whitney Tilson

Monday, June 22, 2020
I’m back from my big climb (see below), so lots to catch up on…  1) Every day there are frightening new headlines about rising cases across the U.S., with record numbers in roughly a dozen states. This chart shows the rising national trend by day, with the line showing the seven-day moving average: 2) The […]

Coronavirus Update 6/18/20

By Whitney Tilson

Thursday, June 18, 2020
https://www.wsj.com/articles/how-exactly-do-you-catch-covid-19-there-is-a-growing-consensus-11592317650 Important research…  PS – Greetings from halfway up El Cap! 

Coronavirus Update 6/13/2020

By Whitney Tilson

Tuesday, June 16, 2020
1) We have hotspots emerging everywhere, but most folks don’t even take it seriously enough to do something as simple as wearing a mask. Gee, I wonder where they could have gotten that idea??? Here’s a chart on current COVID hot spots: 2) Dr. Michael Osterhorm, the director of the Center for Infectious Disease Research at the […]

Coronavirus Update 6/12/2020

By Whitney Tilson

Friday, June 12, 2020
This may be my last email to my coronavirus email list for a week or two… I took my first flight in three months this morning, flying JetBlue (JBLU) from JFK. While I didn’t love the idea of being in a tin can for six hours with a bunch of strangers, Yosemite beckons (see below) […]

Coronavirus Update 6/12/2020

By Whitney Tilson

Friday, June 12, 2020
1) I’ve covered in past emails how New York’s response to the coronavirus was poor, but it was even worse than I imagined based on this story from the front page of today’s WSJ: How New York’s Coronavirus Response Made the Pandemic Worse. Excerpt: The Wall Street Journal talked to nearly 90 front-line doctors, nurses, health-care […]

Coronavirus Update 6/9/2020

By Whitney Tilson

Tuesday, June 9, 2020
1) The WHO really needs to get its act together. First, it said Asymptomatic spread of coronavirus is ‘very rare,’ but now it’s saying its statement calling asymptomatic transmission of coronavirus ‘very rare’ was a ‘misunderstanding.’ Excerpt: The World Health Organization moved Tuesday to clarify its position on whether people without symptoms are widely spreading the new coronavirus, saying […]
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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