Coronavirus Update 12/5/21

By Whitney Tilson

Sunday, December 5, 2021
1) After a small decline, U.S. cases are back on the rise (source) – perhaps due to the spread of the omicron variant? Time will tell… Hospitalizations and deaths are ticking up as well. The main message remains: If you’re not, get vaxxed/boosted immediately! 2) Cases are spiking in South Africa due to the Omicron […]

Coronavirus Update 11/30/21

By Whitney Tilson

Tuesday, November 30, 2021
1) Stocks are selling off again this morning after these comments by Moderna CEO Stéphane Bancel: Moderna chief predicts existing vaccines will struggle with Omicron. Excerpt: The chief executive of Moderna has predicted that existing vaccines will be much less effective at tackling Omicron than earlier strains of coronavirus and warned it would take months before […]

Coronavirus Update 11/28/21

By Whitney Tilson

Monday, November 29, 2021
1) Thanks to the readers who spotted my mistake in my last email: The good news, however, is that while Botswana (where the variant first appeared) and South Africa have seen increases in COVID cases, they have not seen increases in hospitalizations (source). This could simply be a lag effect, or could mean that the Om  The […]

Coronavirus Update 11/27/21

By Whitney Tilson

Saturday, November 27, 2021
1) The world is freaking out about the new Omicron COVID variant. Is this warranted? It’s hard to say because we don’t know anything for sure right now, so I suppose it’s better to be safe than sorry until we know more. Before I dive into a discussion of the new variant, I want to […]

Coronavirus Update 11/24/21

By Whitney Tilson

Wednesday, November 24, 2021
1) I’ve been feeling a bit under the weather for the last week – a minor cough, sore throat and nasal drip. I’m sure it’s due to the aftermath of running 50 miles and doing nearly 200 obstacles (many involving going into cold water) at the 24-hour World’s Toughest Mudder 10 days ago (see my […]

Coronavirus Update 11/9/21

By Whitney Tilson

Tuesday, November 9, 2021
One of my readers wrote: "Hi Whitney, In an attempt to precede your future email reaction to Aaron Rodgers interview, I wanted to raise a few issues that you have yet to address in your CoVID vaccine emails. "1. Natural immunity – many studies have shown that natural immunity far exceeds vaccine related immunity given […]

11/5/21 Coronavirus Update

By Whitney Tilson

Friday, November 5, 2021
From ages 2-5 (1968-71), I lived in Morogoro, Tanzania, where my sister was born. Here’s a picture of us: It’s a beautiful country. Susan and I spent a wonderful few days in Zanzibar with my parents just before COVID hit in February 2020. Here are some pics: So this front page story in today’s WSJ […]

Coronavirus Update 10/24/21

By Whitney Tilson

Monday, October 25, 2021
1) The pandemic continues to retreat, with cases, hospitalizations, and deaths all declining, as these charts show (source): 2) While the trends are good and I continue to believe that we will not see another major surge, keep in mind that 1,509 Americans are still dying of COVID every day, an average of more than […]

Coronavirus Update 10/11/21

By Whitney Tilson

Monday, October 11, 2021
For my 28th anniversary today (see pics I posted here:, I wish everyone who's not vaxxed would read this thread (posted by an ICU nurse) and rethink their decision... Here are the first two tweets in the thread:

9/28/21 Coronavirus Update

By Whitney Tilson

Tuesday, September 28, 2021
This will be my last coronavirus email for a couple of weeks, so I’m emptying my Outlook folder. Susan and I are flying to Greece tonight and then on Monday continuing on to Barcelona for a six-day Backroads hiking trip in the Pyrenees – details here. 1) A month ago in my August 26 e-mail, I wrote: […]
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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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