Coronavirus

Coronavirus Update 3/26/2020

By Whitney Tilson

Thursday, March 26, 2020
New York City is ground zero of the coronavirus crisis worldwide. As of this morning, 20,011 of my fellow New Yorkers have tested positive, 4.1% of the entire worldwide total (and the rest of NY state is another 2.6%)!  In one way, the sharp rise in the number of cases is good news because it […]

Coronavirus Update 3/25/2020

By Whitney Tilson

Wednesday, March 25, 2020
1) Per my last email (revised version below – the one I sent at 4:16am this morning), there’s a raging debate whether the coronavirus is much more widespread than what’s currently reported. If this is the case, it would be great news that this terrible virus is much less deadly than we think. Right now, […]

Coronavirus Update 3/24/2020

By Whitney Tilson

Tuesday, March 24, 2020
1) I’ve been spending every waking moment over the past week preparing for the free webinar that my colleague Enrique Abeyta and I are hosting tomorrow night at 8 p.m. Eastern time on the coronavirus crisis and its implications for investors. I’ve given hundreds of presentations over the years, including many in which I warned […]

Coronavirus Update 3/22/2020

By Whitney Tilson

Sunday, March 22, 2020
1) Run, don’t walk, to read this brilliant op ed by Tom Friedman that was just posted on the NYT website: A Plan to Get America Back to Work. Everyone should read this piece… It’s exactly what I’ve been advocating. Excerpt: These are days that test every leader – local, state, and national. They are […]

Coronavirus Update 3/22/2020

By Whitney Tilson

Sunday, March 22, 2020
1) In response to the email I sent out last night, entitled “The multi-TRILLION dollar mistake we may be making,” one of my friends replied: Thanks. Good work! But what is the mistake? And if there is a mistake, tell me what to do. Unless we’re serious about distancing it will get worse and the […]

Coronavirus Update 3/21/2020

By Whitney Tilson

Saturday, March 21, 2020
1) Every once a while, when I find (or come up with) something that I think is REALLY important, which I don’t want to get lost in the deluge of information out there (much of it from me! 😉), I write STOP THE PRESSES to get your attention. Here’s why I’m doing it here: The […]

Coronavirus Update 3/20/2020

By Whitney Tilson

Friday, March 20, 2020
– Here are the latest versions of the four key charts I track every morning, new cases by day in the U.S., the rest of the world (excluding China), Italy and Iran. As I’ve said before, for now the steep rise is GOOD news for the U.S. and most of the world because it means […]

Coronavirus Update 3/20/2020

By Whitney Tilson

Friday, March 20, 2020
My write-up below explains why I think our new cases will peak in 2-3 weeks and deaths will be less than 10,000 – a far more optimistic view than the general consensus right now. But I could be wrong, so if you have constructive feedback, I’d welcome it. ———————— As we think about the path […]

Coronavirus Update 3/19/2020

By Whitney Tilson

Thursday, March 19, 2020
Forgive me for dumping a ton of info on you, but I just can’t keep up… – Attached are the results of the two-question survey I posted about how many CV cases and deaths we’ll have in the U.S. by three dates: the end of this month, the end of May (two and a half […]

Coronavirus Update 3/19/2020

By Whitney Tilson

Thursday, March 19, 2020
1) People are freaking out because the number of new coronavirus cases in the U.S. and the rest of the world (excluding China) spiked upward yesterday – continuing an exponential trend, as these charts show: But people are having the exact wrong reaction, as statistician Nate Silver of FiveThirtyEight points out in this tweet… In […]
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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