The rising Covid-19 cases are good news

Whitney Tilson’s email to investors discussing that rising Covid-19 cases are good news; A national lockdown isn’t necessary (yet); What Asian countries did; My interview; A friend’s bull case; Coronavirussurvey; Gallows humor.Q4 2019 hedge fund letters, conferences and moreRising Covid-19 cases Are Good News1) People are freaking out because the number of new Covid-19 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 FiveThi…

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