Archive

Monday, December 5, 2022

Inflation continues to trend downward; The only Sam Bankman-Fried interview you should believe; More possible bad news for Bankman-Fried; Day trip to Toronto; The best way to get to Newark Airport from NYC

By Whitney Tilson

1) A week from tomorrow (December 13), the U.S. Labor Department will release its latest inflation report for the month of November. After peaking at 9.1% in June, inflation has been declining (as I predicted) for the past four months: 8.5% in July, 8.3% in August, 8.2% in September, and 7.7% in October. I believe […]

Friday, December 2, 2022

Enrique Abeyta on the inverted yield curve; Rising Tether Loans Add Risk to Stablecoin, Crypto World; A Helicopter Crashed on a Tractor. Its Operator Saved the Pilot

By Whitney Tilson

1) This story was on the front page of Wednesday's Wall Street Journal: Yield Curve Inversion Reaches New Extremes. Excerpt: Yields on longer-term U.S. Treasurys have fallen further below those on short-term bonds than at any time in decades, a sign that investors think the Federal Reserve is close to winning its inflation battle regardless […]

Thursday, December 1, 2022

The bursting of the crypto versus Internet bubbles; Interview with Sam Bankman-Fried; Memes; Retailers vexed by rising 'shrink'; These Travelers Would Rather Eat Glass Than Pay an Airline Fee

By Whitney Tilson

1) In last Wednesday's e-mail, I shared a friend's pitch for the Grayscale Ethereum Trust (ETHE). For me, this was the most compelling part: I think about my crypto investments the same way I do my stocks, to the extent the analogy can apply: value investing, multi-year time horizon, short-term and technical/market considerations around the […]

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Empire Financial Research

Whitney Tilson

Empire Financial Research founder and CEO Whitney Tilson is the editor of the Empire Investment Report, a monthly investment advisory that focuses on cheap, high-quality stock ideas.

Whitney graduated with honors from Harvard University and Harvard Business School, where he earned an MBA and was named a Baker Scholar. Whitney spent nearly 20 years on Wall Street, during which time he founded and ran Kase Capital Management, growing assets under management from $1 million at inception to a peak of $200 million.

Once dubbed "The Prophet" by CNBC, Whitney predicted the dot-com crash, the housing bust, the 2009 stock bottom, and more. Now, he's sharing his secrets and strategies with followers of his latest endeavor, Empire Financial Research.

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