Coronavirus

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 […]

Coronavirus Update 3/18/2020

By Whitney Tilson

Wednesday, March 18, 2020
1) Every day, my analyst prepares two charts for me showing the number of new coronavirus cases by day for the U.S. and the rest of the world (excluding China). Here’s the first: The U.S. is behind the rest of the developed world, which is great news. This gives us time to react via various […]

Coronavirus Update 3/18/2020

By Whitney Tilson

Wednesday, March 18, 2020
– If you haven’t had a chance to do so yet, please take a moment to fill out the two-question survey about how many CV cases and deaths you think we’ll have in the U.S. by three dates, the end of this month, the end of May (two and a half months from now), and […]

Coronavirus Update 3/17/2020

By Whitney Tilson

Tuesday, March 17, 2020
I am deluged with CV-related reading right now, so forgive me if I just post links with little or no commentary… ————————— – I just finished 6+ hours of writing my daily investing email. There’s a lot of great stuff in it, including my latest charts, which show a decline in new CV cases in […]

Coronavirus Update 3/17/2020

By Whitney Tilson

Tuesday, March 17, 2020
In my last email, I included the wrong link to the survey on how bad will the CV crisis get in the U.S. Here is the correct one. I’d be grateful if you’d take 30 seconds to answer the two questions: the total number of coronavirus cases and deaths in the U.S. by three dates, […]

Coronavirus Update 3/16/2020

By Whitney Tilson

Monday, March 16, 2020
Welcome to my new coronavirus-focused e-mail list. I’ve gotten such a huge response that I’ve decided to open this list to everyone, so please feel free to forward this. I was initially much too dismissive of how severe the CV would be and the societal reaction to it, so (perhaps partly as penance!) I’m going […]
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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