Coronavirus

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 […]

Coronavirus Update 5/18/2020

By Whitney Tilson

Monday, May 18, 2020
More insightful and provocative comments from my readers… Forgive me for not having time to reply to all of them personally! Best regards, Whitney Nice notes, thank you! I admit I was skeptical when you closed your fund and opened up the newsletter. Why would someone who could run a hedge fund want to do […]

Coronavirus Update 5/17/2020

By Whitney Tilson

Sunday, May 17, 2020
In one of my emails a few weeks ago, I explored the question why the two most densely populated cities in the country, New York and San Francisco, have had such vastly different outcomes vis-à-vis the coronavirus: 15,756 confirmed and 4,820 probable deaths (20,576 total) in NYC vs. a mere 35 in SF. Even though […]

Coronavirus Update 5/17/2020

By Whitney Tilson

Sunday, May 17, 2020
Below is an essay written by my analyst, Alex Griese, who’s in the weeds, tracking everything about the coronavirus for me and drafting many of the emails I send out… A New Normal… For Longer There’s been a lot of debate about how bad the coronavirus is and whether lockdowns are necessary. And this leads […]

Coronavirus Update 5/16/2020

By Whitney Tilson

Saturday, May 16, 2020
I spend a huge amount of time preparing and writing emails like this one (and many others like it on various topics like investing, school reform, Africa, politics, adventure sports) as a service to my friends and readers, but another major reason is how much I learn from them. Exhibit A is the feedback to my […]

Coronavirus Update 5/14/2020

By Whitney Tilson

Friday, May 15, 2020
1) Georgia started its reopening process nearly three weeks ago, so let’s see how it’s doing: The trends are surprisingly good! Despite a ~50% increase in testing, daily new cases (positive tests) are flat to declining over the last week, meaning the percent positive is falling fast. And deaths each day are hardly noticeable on […]

Coronavirus Update 5/15/2020

By Whitney Tilson

Friday, May 15, 2020
I’m so confused. All day long I’m bombarded with two completely different story lines: on the one hand are countless articles about how COVID-19 is really not much worse than the flu and that, unless you’re old and sick, you pretty much have nothing to worry about. Some folks claim that 90% of people who […]

Coronavirus Update 5/14/2020

By Whitney Tilson

Thursday, May 14, 2020
1) The Atlantic makes a great point that There’s One Big Reason the U.S. Economy Can’t Reopen… Excerpt: There is one way out of the mess: To fix the economy, the country must solve the public-health crisis. Survey data show that the economic turmoil is driven not primarily by government shelter-in-place policies but by Americans’ fear that going outside […]
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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