Coronavirus

Why I’m Optimistic That We’ll Soon Stop the Coronavirus

By Whitney Tilson

Monday, April 13, 2020
OVERVIEW The coronavirus is a very serious national and international public health crisis. We should all be gravely concerned because it is not just a slightly different version of the seasonal flu. It appears to spread much more quickly and be much more deadly. So the strong measures we’ve taken so far as a nation […]

Coronavirus Update 4/12/2020

By Whitney Tilson

Sunday, April 12, 2020
My best friend Fred Singer’s care packages are selling like crazy – and tomorrow I’m sending the email I sent you yesterday (below) to the nearly 40,000 on my daily investing email list, so if you want to place an order, I suggest doing so now before he sells out.  A couple of friends thought […]

Coronavirus Update 4/12/2020

By Whitney Tilson

Sunday, April 12, 2020
I just saw a demonstration of one of the tests discussed in this April 10 NYT article: Will an Antibody Test Allow Us to Go Back to School or Work? – in this case, one made by a private company outside Raleigh, NC called BioMedomics. Here’s info about its test, called the COVID-19 IgM/IgG Rapid […]

Coronavirus Update 4/11/2020

By Whitney Tilson

Saturday, April 11, 2020
1) A number of friends responded to my comments in last night’s email about why NYC has been hit so much worse than SF. Here’s one:  Key reason SF better off than NYC is that the entire bay area started social distancing days earlier than the rest of CA on March 17 (and closed schools […]

Coronavirus Update 4/11/2020

By Whitney Tilson

Saturday, April 11, 2020
1) A good analysis of NYC from a friend: Over the past week (April 3-10), NYC’s “facts and figures” have continued in the previous and predicted direction: Confirmed cases increased from 56K to 94K, a 7.7% daily rate of increase (vs. 11% daily last week and 20% the week before; we seem to have a […]

Coronavirus Update 4/10/2020

By Whitney Tilson

Friday, April 10, 2020
1) In last night’s email, I discussed the theory that the coronavirus has been with us for much longer than anyone thinks and/or has a much higher replication rate than anyone thinks. Therefore, 10-100x more people have had it. Therefore, we already have herd immunity and/or the true fatality rate is really super low (perhaps […]

Coronavirus Update 4/9/2020

By Whitney Tilson

Thursday, April 9, 2020
Today was another day in which I was nearly completely consumed with volunteer work (see description and pictures at the end of this email), so below is the update on the coronavirus crisis written jointly by my Empire Financial Research analyst, Alex Griese, and my friend and former business partner, Glenn Tongue. They’re doing excellent […]

Coronavirus Update 4/8/2020

By Whitney Tilson

Wednesday, April 8, 2020
We’ve continued to receive a lot of feedback from a lot of folks, and wanted to follow-up on more of our readers’ concerns. 1) How can you believe that New York City has peaked when the administration (both local and federal) are warning us to prepare for our most deadly week yet? Let me be […]

Coronavirus Update 4/5/2020

By Whitney Tilson

Sunday, April 5, 2020
New York City is now ground zero of the global coronavirus pandemic, so my analysts and I follow the data here closely because if we can win the war against the virus here, it’s incredible news for the rest of our country… and the world. This article in yesterday’s New York Times, Coronavirus in N.Y.: […]

Coronavirus Update 4/3/2020

By Whitney Tilson

Friday, April 3, 2020
STOP THE PRESSES! The chart below, which shows how the coronavirus developed in China, may be the best, most important one I’ve ever done… As you know, the virus follows a fairly predictable pattern that can last for more than a month. First, a certain number of people get infected. Then, over many days, some […]
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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