Coronavirus

Coronavirus Update 5/28/2020

By Whitney Tilson

Thursday, May 28, 2020
1) There are still folks arguing that the coronavirus is no worse than the flu and there therefore the lockdowns were unnecessary – for example, see: How Fear, Groupthink Drove Unnecessary Global Lockdowns, RealClear Politics The CDC confirms remarkably low coronavirus death rate. Where is the media?, The Blaze It’s so easy to disprove this […]

Coronavirus Update 5/26/2020

By Whitney Tilson

Tuesday, May 26, 2020
1) I’ve long said that widespread testing is the key to defeating the coronavirus. To understand why, imagine there were an app that could tell whether someone was infected, such that every American, every day, could quickly test themselves for free. All of our problems would instantly be solved because anyone who was infected would […]

Coronavirus Update 5/26/2020

By Whitney Tilson

Tuesday, May 26, 2020
As I cranked out my coronavirus email this morning, my analyst Alex was finishing another one unbeknownst to me… Enjoy!  1) Georgia reopened a month ago. Let’s look at the (early) results: Percent testing positive is down.  Hospitalizations are also down. But deaths are flat… This is surprising. I would have expected that our tools […]

Coronavirus Update 5/25/2020

By Whitney Tilson

Monday, May 25, 2020
1) The NY Times yesterday dedicated its entire front page and three inside pages to listing the names, ages, and brief info about 1,000 (of the 99,348 as of this morning) Americans who’ve died from the coronavirus. Very powerful…  Here’s the accompanying story, Remembering the Nearly 100,000 Lives Lost to Coronavirus in America, and here’s a […]

Coronavirus Update 5/23/2020

By Whitney Tilson

Saturday, May 23, 2020
Another day feeling like I’m drinking from a firehose, trying to keep up with all of the news and opinions re. the coronavirus from around the world… 1) Let’s start with some good news: Daily coronavirus deaths in New York drop under 100 for the first time since March and New York Allows Any Gatherings of Up to […]

Coronavirus Update 5/22/2020

By Whitney Tilson

Friday, May 22, 2020
I’m fascinated by how Sweden had handled the coronavirus crisis, so this entire email focuses on this country’s experience and what we might learn from it… While it’s the only developed country to NOT go into lockdown, Sweden did take some steps to slow the spread of the virus: shuttering a few bars, restaurants and […]

Coronavirus Update 5/22/2020

By Whitney Tilson

Friday, May 22, 2020
Back to my usual catch-all email of everything I’ve been reading and thinking about re. the coronavirus… and this is just from the last 24 hours! 1) Nick Kristof is so right that we know shockingly little about this terrible scourge – even the most basic stuff like how many people have had it, what works and […]

Coronavirus Update 5/21/2020

By Whitney Tilson

Thursday, May 21, 2020
1) My colleague Enrique Abeyta has written an in-depth, insightful piece, Why Your COVID-19 Opinion Matters in Investing, for subscribers to his Empire Elite Trader weekly newsletter. I highly recommend it, so, with his permission, we’re making it available to all of my readers.  Enrique is one of the most brilliant, outside-the-box thinkers and investors I’ve ever met, […]

Coronavirus Update 5/19/2020

By Whitney Tilson

Tuesday, May 19, 2020
1) In a recent email, I wrote:  I got a lot feedback to my last email about the terrible failures of Mayor Ignore My Experts, Governor Political Games, and President Drink Bleach…  … At least de Blasio and Cuomo eventually woke up and started doing the right things, as opposed to our bleach drinking Dear […]

Coronavirus Update 5/19/2020

By Whitney Tilson

Tuesday, May 19, 2020
Dear readers, I want to apologize for doing you a disservice. In my desire to not alienate/anger a small segment of my readership, in my dozens of emails and hundreds of pages of writing, I’ve shied away from a gigantic elephant in the room – namely, the political leaders who have let all of us […]
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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