Coronavirus Update 1/13/21

By Whitney Tilson

Thursday, January 14, 2021
If you or a loved one qualifies to get vaccinated, it’s critical that this happens immediately. (If you have doubts, see this video by Prof. Scott Galloway, which I included as item #3 in one of my e-mails last week.)  We need to protect our most vulnerable citizens and get to herd immunity as quickly as […]

Coronavirus update 1/7/21

By Whitney Tilson

Thursday, January 7, 2021
It is so strange being on the other side of the world on Lamu Island, Kenya while our democracy is under assault and a pandemic is raging… In the fall, when we planned this three-week trip to visit my parents and sister, who live here, we didn’t anticipate the added bonus of this being a […]

Coronavirus Update 12/25/20

By Whitney Tilson

Friday, December 25, 2020
Merry Christmas from Kenya! My dad and I just got back from a beautiful 12-mile bike ride through the tea plantations and we’re about to sit down for dinner. See the end of this email for pictures… 1) We’re on the verge of widespread vaccinations – but the virus is still on the rampage – […]

Coronavirus Update 12/20/20

By Whitney Tilson

Sunday, December 20, 2020
After all getting negative COVID-19 tests on Thursday, the five of us are taking the nonstop on Kenya Airways from JFK to Nairobi in a few hours – a 14-hour flight that we’re actually looking forward to because we were able to upgrade to flat-bed business class inexpensively thanks to what I assume will be […]

Coronavirus Update 12/9/20

By Whitney Tilson

Thursday, December 10, 2020
My thoughts on “South Dakota’s Balanced Covid Response”; South Dakota compared to other states; Thoughts on lockdowns; Do lockdowns work?; Why has Peru been so much harder hit than Kenya? 1) In my last e-mail, I included a link to this column by NYT columnist Frank Bruni, who blasted the response to the pandemic by […]

Coronavirus Update 12/7/20

By Whitney Tilson

Monday, December 7, 2020
1) Nearly two months ago in my October 28 e-mail, as the third wave was ramping up in the U.S., I wrote:  We believe this wave will be a) the least serious one… and b) the last one. We are now in the “burnout” phase of the pandemic. Nearly all major regions and population centers in […]

Coronavirus Update 12/3/2020

By Whitney Tilson

Thursday, December 3, 2020
1) In my free daily investing e-mail today (you can sign up for it here and the archive is here), I shared part of the e-mail I sent to this list yesterday, along with this update, in which I expressed optimism that we will follow the path of Europe, which, after peaking a month ago, is seeing a […]

Coronavirus Update 12/2/2020

By Whitney Tilson

Wednesday, December 2, 2020
1) We are experiencing a severe third wave of the pandemic, with all of the indicators moving in the wrong direction, as you can see in this summary (source): That said, some of the reporting is pretty weak… For example, when I saw the headline of this article on the front page of the NYT […]

Coronavirus Update 11/24/2020

By Whitney Tilson

Tuesday, November 24, 2020
1) In my last email, I wrote:  …it’s entirely possible that the South Dakotans will eventually be proven right [for not locking down]!  If you look at the charts closely, you’ll see that cases per day have been declining and hospitalizations have flattened over the past week. It wouldn’t surprise me if the top was […]

Coronavirus Update 11/21/2020

By Whitney Tilson

Saturday, November 21, 2020
1) Three things today underscored for me our totally botched response to the pandemic. First, as I was walking to my garage this morning, I saw a line that stretched around the block to get a COVID test at the CityMD on 97th and Lex – I was told that the wait is 2½ hours. Here […]
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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