My god.
Covid deaths in India growing exponentially, too, following case growth w/ ~2 wk lag as it always does.

IFR looks to be higher in this new wave, as is the case with most variants.
Airline passengers from India to the US must show a negative Covid test within 72 hours of travel. Given the explosive spread and unknown pathology of the Indian variant I think this is insufficient. I think all flights originating in India should be barred from entering the US.
Since last Monday in India ...
Covid daily cases: +76% (96k to 170K)
Covid daily deaths: +103% (445 to 904).

Cases are +11% and deaths are +8% since yesterday.

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More from @EpsilonTheory

1 Apr
They’re not even pretending anymore.

ft.com/content/dc1d1d…
What’s our political reaction to these Hunger Games?

“The wackos on the left propose insane transaction taxes. The wackos on the right tell us how much liBeRtY we are enjoying by giving Ken Griffin all of our money.”

Burn. It. The. Fuck. Down.

epsilontheory.com/hunger-games/
Read 4 tweets
7 Mar
I figure they'll just retitle the deck from last year. A thread of greatest hits ...
Read 8 tweets
11 Feb
More Americans dead than in World War II, and I get more emails and tweets like this than ever.

More than ever.
Also more than ever ...

Wear a mask.
Social distance.
Buy local.
Help your neighbor.
For the love of God, please be an empathetic human being.

epsilontheory.com/once-in-a-life…
This guy, with 19k followers, is a good example of what I'm talking about. This is just from today with @amlivemon. He blocked me a long time ago, so just sends these to his crew so they can go off on me. This has been going on for about 10 months. Now more than ever. ImageImage
Read 4 tweets
7 Feb
Depending on your assumptions re: Covid infection cycle (how many days from exposure until you infect someone new) my back of envelope calcs show an effective R-number in Florida between 1.9 and 2.2 for the B117 variant.

That is ... umm ... problematic.
We've written a lot on ET about the challenge posed by the Covid virus variants. Like our original Covid writings a year ago, we've been early and we've been right about the variants, too.

Here's our first note, from January 12.

epsilontheory.com/the-ireland-ev…
Here's the podcast on the Covid variants. Available on iTunes and Spotify, too.

epsilontheory.com/et-podcast-3-t…
Read 5 tweets
30 Jan
We’ve started tracking the narrative structure of r/wallstreetbets.

Over an 8 hour period y’day, we tracked ~30,000 posts. Of those posts, 97% were removed by mods/filters. It’s all bots, all the time.

Once again, you’re being played.
BTW, you're also being played on Twitter. Me, too.

I used to think it was the quality of my tweets that drove my follower count going up or down. LOL. I can track almost to the hour when Twitter turns on or off their promotion algos for my stuff.
This isn't about bots or any individual mode of spoof.

It's about how ALL of social media has been successfully gamed by investment pros, is being successfully gamed by investment pros, and will be successfully gamed by investment pros.

Meet the new boss, same as the old boss.
Read 5 tweets
14 Jan
In ET podcast #3, we discuss the spread of the UK-variant virus and the risk of an “Ireland Event” here in the US.

The time to act is NOW, not with lockdowns, but w/ air travel restrictions to contain the UK-variant while we accelerate vaccine delivery.

epsilontheory.com/et-podcast-3-t…
Read 4 tweets

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