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Trinh Profile picture
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4 Jan, 5 tweets, 3 min read
This Bloomberg Covid vaccine tracker is great for both US states + global. Basically the US & UK ahead but US rollout is behind schedule. Of the 13m distributed, we got 4.3m given or 1.32% of population vaccinated.

bloomberg.com/graphics/covid…
Best so far as a share of total population: Israel at 12% & then the UK at 1.4% & then the US at 1.3%
Who's getting what? So far, only 12.3million shots done globally but 8.25bn doses secured. Of which, most are getting the AstraZeneca/Oxford, Pfizer/BioNTech, and Moderna.

Meanwhile, Sinovac is mostly China & Indonesia. Pakistan is getting Sinopharm.
India got 2.2bn doses & plans to send vaccines to other countries in its region.

Map below of vaccine contracts & color is % of population covered & obvs the West got the best coverage.
Lessons from Israel? Clearly kicking butts w/ the 12% ratio of population vaccinated. How did they do it? Easy access ( large vaccination centers, using existing testing & flu centers) & obvs knowledge of daily supply etc.

Cool tracker! Enjoy!
bloomberg.com/graphics/covid…

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Trinh Profile picture
5 Jan
Vaccine facts:

The most widely purchased vaccine is AstraZeneca, developed by the UK, & produced by India The Serum Institute of India Ltd.

Why is AstraZeneca so popular? Well, its storage is so chill, as in literally & figuratively as it requires only regular refridgeration!
AstraZeneca is not as effective but defo more user friendly so we're talking about volume vs quality & w/ Covid-19 raging & a wrecking ball of lives & economies, cheapo (in storage) is better.

While the UK & India haven't done well for Covid, maybe they'll shine via vaccines🤗. Image
And this is why AstraZeneca is so popular! Obvs India got tons (it got the most doses of vaccines in the world w/ 2.2bn of Astra + Novavax). Meanwhile, did you know that Brazil is signing up for AstraZeneca too? So that's your South-South EM connection on Brazil & India 🇧🇷🇮🇳💉. Image
Read 10 tweets
Trinh Profile picture
30 Dec 20
Hello. Today is 30 December 2020 & let's look at the year in review of asset performance. Here is a chart of key equity indices in 2020 in USD. Looking at this, it's difficult to see that we had one of the most devastating pandemics & economic contractions globally in decades.
Best is tech related indices, such as Kosdaq (Korean tech) & Nasdaq (American tech), Shenzhen (Chinese tech), Kospi & obviously Taiwan & the Nikkei.

Meaning, the Americans + North Asians, mostly Korean, Taiwanese, Japanese & Chinese tech.

Covid-19 = Tech windfall.
Beyond sector driven indices (tech & the mother of all tech is American, Chinese, Korean & Taiwanese as they are all part of the supply chain), of course we have to look at who else did well beyond sectoral advantages & of course they would be VIETNAM, TAIWAN & CHINA 🇻🇳🇹🇼🇨🇳

Why?
Read 36 tweets
Trinh Profile picture
10 Dec 20
According to a paper by UCLA published in Environmental Research Letters, “The planned transition could produce 2 negative consequences: a) exacerbating consumers’ demand for electricity at peak usage periods & b) increasing the amount that consumers spend on energy.”
“Electrifying residential buildings will help to combat climate change and improve indoor air quality — but only if we no longer require gas-fired power plants to generate electricity and ensure there is sufficient renewably generated power available 24/7.”

CA has both issues!
They looked at patterns of gas usage: peaks in gas use don’t coincide w/ the times that renewable energy sources are producing the most energy. Wind power capacity varies based on weather; solar is most productive when the sun is high in the sky, not during evening & morning hrs.
Read 5 tweets
Trinh Profile picture
3 Dec 20
This story. Have to say the @WSJ has done a good job on covering the reality of life in America, especially on issues such as household debt. This one is about college loans & specifically the aspirational aspect of higher education that led many parents to borrow for their kids.
There is a mantra in American society that the only way for upward mobility is through a college education. Many low income & middle class parents bought that & do whatever they can to give their children opportunities.

But the premise is flawed as not all colleges are equal.
Parents in low-income & even middle class, with good intentions but may be ill informed, don't have people that advise them on how to maximize return (higher income for kids + opportunities to mingle w/ kids that will be good influences) on their investment, or debt. Look at this
Read 14 tweets
Trinh Profile picture
2 Dec 20
Biden said he won't remove Trump phase-one tariffs.

Biden said he hoped to tackle China’s “abusive practices,” including “stealing intellectual property, dumping products, illegal subsidies to corporations,” as well as forcing “tech transfers”
Meaning, at best there is a floor to the US-China relationship but certainly no U-turn with a new administration.
There's a paper by the U.S. - China Economic and Security Review Commission created by Congress & it asks the US to do more against rising threat of assertive China.
Read 4 tweets
Trinh Profile picture
25 Nov 20
Not going to discuss this tomorrow but have u seen the fertility rate in Korea? Epic low! Lowest in the OECD! Did u know that it's only 0.92 in 2019 & down from 0.98 in 2018.

Need 2.1 to maintain the same population. Guess wut? No Covid baby boom either!
koreatimes.co.kr/www/culture/20…
As 2019 was a bad year for South Korean fertility, 2020 so far has been abysmal despite South Koreans staying at home more. Child births in September 2020 are lower and ytd is -8.8%YoY.

Marriage fell, divorce up, fertility lower & deaths rising faster! 👶🏻🇰🇷!

Got Korean babies?
U may ask what is the Korean gov doing to encourage procreation in the peninsula. Well, well, the tax credit is not generous at all! Only USD135 for 1st child & that jumps to +270 for the 3rd kid.

US is 1,500 per child. PAY PEOPLE TO HAVE KIDS!!! Massive tax cut + baby dividend!
Read 4 tweets

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