Coronavirus

Coronavirus Update 4/24/2020

By Whitney Tilson

Friday, April 24, 2020
1) This article (below) was just posted on the NY Times website an hour ago. It’s about a new study (attached). Test performance evaluation of SARS-CoV-2 serological assays-4-20 I think this is very important, but I haven’t figured it out yet – and I’m tired and going to bed. I’m hoping that by sharing this […]

Coronavirus Update 4/23/2020

By Whitney Tilson

Thursday, April 23, 2020
STOP THE PRESSES! NYS Gov. Andrew Cuomo showed these slides in his daily press conference this morning, which seem to validate the theory that the actual coronavirus infection rate is far higher than what most people think (I expect it’ll end up being ~1% nationwide, ~2% in NYS excluding NYC, and ~3-5% in NYC): However, as I’ve […]

Coronavirus Update 4/23/2020

By Whitney Tilson

Wednesday, April 22, 2020
I’m feeling fine right now, but have been eager to get tested for the coronavirus. Considering all of my volunteering over the past few weeks (see below for a nice article about it) in the world epicenter of the pandemic, New York City, I’ve had a lot of exposure… Early this morning, as I was […]

Coronavirus Update 4/20/2020

By Whitney Tilson

Monday, April 20, 2020
1) More comments from readers: I think my main concern is that any less social distancing would have overrun our hospital system. There was a gripping article in the NYT this weekend from the first hand experience of an ER doctor in NYC.  I would ask Porter to read this article and ask what would […]

Coronavirus Update 4/19/2020

By Whitney Tilson

Sunday, April 19, 2020
1) In my last email yesterday, I shared what I called “a powerful essay,” The ‘Big Lie’ Behind COVID-19, penned Porter Stansberry, my long-time friend and business partner. In it, he made an argument that is getting a lot of traction these days (and one I shared only five weeks ago!): that the federal and […]

Coronavirus Update 4/18/2020

By Whitney Tilson

Saturday, April 18, 2020
1) While the news about remdesivir was certainly promising, it’s preliminary to say the least.  There is some debate about the definition of “severe” (and the study in general). Are these patients on ventilators? Our understanding is that the study that came out yesterday was strictly for patients NOT on mechanical ventilation. A previous study […]

Coronavirus Update 4/18/2020

By Whitney Tilson

Saturday, April 18, 2020
Porter Stansberry, my long-time friend and business partner (my firm, Empire Financial Research, is jointly owned by Stansberry Research and me), has penned a powerful essay (below), making an argument that is getting a lot of traction these days. (In fact, one of my close associates, upon reading it, emailed me saying: “F**K YEAH!”) I […]

Coronavirus Update 4/16/2020

By Whitney Tilson

Thursday, April 16, 2020
1) Major market indices are up more than 3% after hours, as the early results of using remidisivir from Gilead as a treatment for COVID-19 in Chicago look promising! The University of Chicago Medicine recruited 125 people with Covid-19 into Gilead’s two Phase 3 clinical trials. Of those people, 113 had severe disease. All the […]

Coronavirus Update 4/15/2020

By Whitney Tilson

Wednesday, April 15, 2020
1) This nice article in today’s New York Times about the field hospital at which I’ve been volunteering the past couple of weeks, Treating Coronavirus in a Central Park ‘Hot Zone’, mentions me, though not by name. Excerpt: The workers at the tents said New Yorkers had overwhelmingly been welcoming. A man who lives on […]

Coronavirus Update 4/14/2020

By Whitney Tilson

Tuesday, April 14, 2020
1) Does NYC have herd immunity? Universal screening of pregnant women who delivered infants at New York’s Presbyterian Allen Hospital and Columbia University Irving Medical Center showed that 15% of all pregnant women were positive for COVID-19. The number of asymptomatic patients to symptomatic was a startling 7:1!! This data matches a study in Gangelt, […]
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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