Coronavirus

Coronavirus Update 5/7/2020

By Whitney Tilson

Thursday, May 7, 2020
While my analyst Alex works hard on the next email, which usually has 6-10 items, I wanted to send out this fascinating article as a separate email. It’s written by Matt Ridley, a British journalist and businessman who’s a member of the House of Commons and best known for his writings on science, the environment, […]

Coronavirus Update 5/5/2020

By Whitney Tilson

Tuesday, May 5, 2020
1) The coronavirus is still raging here, even as the majority of states are ending their lockdowns. Take a look at this chart of daily new deaths in the U.S.: Yes, the trend is favorable – but barely… Contrast this with two other hard-hit countries, Spain… And Italy… Our reality is captured by this meme that’s circulating:  2) […]

Coronavirus Update 5/3/2020

By Whitney Tilson

Sunday, May 3, 2020
A Young Doctor Fights to Survive the Coronavirus  Nick Kristof with a powerful, emotional sorry… Excerpt: Dr. Andres Maldonado normally bounded into the Emergency Department, fit and vigorous, but this time he had to be escorted in, pale and fighting for breath, with a patient bracelet on his right wrist. A nurse, seeing her colleague […]

Coronavirus Update 5/3/2020

By Whitney Tilson

Sunday, May 3, 2020
The Covid-19 Riddle: Why Does the Virus Wallop Some Places and Spare Others? An important and insightful article about a critical question we still have no good answers to… Excerpt: The coronavirus has killed so many people in Iran that the country has resorted to mass burials, but in neighboring Iraq, the body count is […]

Coronavirus Update 5/3/2020

By Whitney Tilson

Sunday, May 3, 2020
1) While controversial, Sweden’s less restrictive coronavirus policies are working so much so that the WHO has begun to praise Sweden’s response just as they have with China, Singapore and Ireland. But before we go running out to do what Sweden has done,  we have to think about many differences: No, Sweden Isn’t a Miracle Coronavirus […]

Coronavirus Update 4/30/2020

By Whitney Tilson

Thursday, April 30, 2020
1) In Thursday’s e-mail, I described taking a quick, free COVID-19 test, and included details on how you can get one as well. I got the results back on Monday – a very slow five days later – and was happy to see that I was negative. (I wasn’t surprised, given that I can’t remember the […]

Coronavirus Update 4/29/2020

By Whitney Tilson

Wednesday, April 29, 2020
1) I was out walking Rosie this morning near my home on Fifth Avenue and 98th Street and, in contrast to the empty road in past weeks, the traffic was heavy, as you can see in this picture… I asked a friend who had biked up from midtown this morning, as well as two parking […]

Coronavirus Update 4/27/2020

By Whitney Tilson

Monday, April 27, 2020
1) Incredibly exciting news from Oxford: In Race for a Coronavirus Vaccine, an Oxford Group Leaps Ahead. Excerpt: In the worldwide race for a vaccine to stop the coronavirus, the laboratory sprinting fastest is at Oxford University. Most other teams have had to start with small clinical trials of a few hundred participants to demonstrate safety. […]

Coronavirus Update 4/26/2020

By Whitney Tilson

Sunday, April 26, 2020
1) Yet another study showing much higher levels of antibodies for CV infection is out, this one from Miami: Miami-Dade has tens of thousands of missed coronavirus infections, UM survey finds. It shows that:  About 6 percent of Miami-Dade’s population — about 165,000 residents — have antibodies indicating a past infection by the novel coronavirus, dwarfing […]

Coronavirus Update 4/25/2020

By Whitney Tilson

Saturday, April 25, 2020
America Shouldn’t Have to Play by New York Rules  This is what I’ve been saying from the beginning. We need to be smart, strategic and targeted… Excerpt: Consider a thought experiment in which metropolitan New York weren’t just its own state, but its own country. What would the crisis for what remained of America look […]
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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