* I'm 90% sure Antigen Pos% has peaked. New revisions today, but 3 days of declines since Friday peak.
* PCR revisions show new slight climb today, but the past 6 days have been within 1% of each other, with a peak clearly forming. We watch.
2/n
.
8/3 Case:
Another day over 10K cases. Cases are going nuts, way ahead of 2020 pace. But its #Casedemic as you will see in the next few slides.
Cases at nearly 8500/day in the 7DMA, not far from Summer 2020 peak of 10250. Vaccines where art thou?
Hang in there.
3/n
8/3 Hospitalizations
* Patients tagged as C19 still only 11% of total beds in the state
* Gen Beds now 4% behind Summer 2020 pace, ICU beds 16% behind
* Way more cases, but fewer in hospital, & significantly fewer in ICU
* Peaks of 9500 & 17% total beds are still my guess
4/n
8/3 Fatalities Part 1: Revised Projections
Revised 15 previous projections for 7/5-7/19 (Dates at top of image). Revised 11 down (Green), 3 same (Yellow), & 1 up (Red). On the previous projections for 6/20-7/4, 12 actuals under (green) and 2 came in on the nose (yellow).
5/n
8/3 Fatality Projection Part 2:
Also projected 7/20 - 7/26. Looks ugly, but if the recent past is an indication, I will be revising down next week (so far averaging 22% downward revision per week). The projected fatality chart reflects these new projected numbers.
6/n .
8/3 Fatalities Part 3 - vs. 2020
Since we have 2 Summer waves 13 months to the day, I can compare 2020 actuals from 5/20/20 vs. 2021 revised projected & 2021 actuals from 6/20/21.
So far through day 23 of the waves, 2021 projected is down 17% vs 2021 Actual.
7/n .
8/3 - Fatalities Part 4 - Reported Fatalities and Actual Fatalities vs. Hospitalizations chart
* 51 reported fatalities. They're starting to increase as expected
* As mentioned before arrivals are quicker than anticipated, which is precipitating all the downward revision
8/n .
8/3 - Conclusion
Same story. More cases, less hosps & fatalities vs 2020 wave. Well know tomorrow if Antigen pos% is 100% post-peak, & what the story is on PCR, which appears in-peak.
45 days is 8/14, that might also be the magic number for Texas Case peak. Hang on!
Sorry, the chart in 8/n has the right data, but the wrong title. Here is the corrected chart with the right title. Its the actuals. See 6/n for the projected chart.
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Battleground states - 2024 President
10/22/2024 Summary
1/n
* Summarizes the analysis I've done on all 7 states
* Spread & Movement is based on last 10 polls in each state
* Trump has a clear lead in 5 of 7 battlegrounds
* Movement is to Trump in 5 of 7 battlegrounds
Comparing polls on Oct 22 of both 2016 & 2020 with their final results:
* Trump's Oct 22, 2016 polling underestimated him by an average of 5.7 points
* Trump's Oct 22, 2020 polling underestimated him by an average of 3.1 points
2/n
Battleground state summary - Page 2
* Avg movement 2016+2020 - Trump +4.4
* If I do regression, 2016 --> 2020 --> 2024 (polls getting better at capturing Trump Vote), I can project 2024 movement of Trump +1.9
* Regression projects Trump wins all 7 by 2.0 to 3.5 points
* Continued strengthening of traffic numbers the past month
* Within a few points of clawing all the way back
* Forecasting through the Thanksgiving Holiday
* Total number of passengers who have flown in the past 30 days is 96.3% of 2019. In the past 3 months its 94.6%
* You can see it in the 7DMA % vs 2019 chart, the blue line has been all over that 95% line since Labor Day
* Today's 7DMA is 97.45%
2/n
11/21 Airlines Page 3
* As I've stated before, comparisons between 2019 & 2022 are tricky. Because Holidays shift dates and/or days every year. 2020 was a leap year, so +2 days right there
* These 2 charts compare 1) #s as TSA reports them & 2) #s as reported historically
* Positive tests continue their slow rise into the mid 2K per day range
* Hospitalization leading indicators showing a very gentle uptick. Spring mini-bump may be here
* C19 Fatalities in April 2022 will be an all time low
5/16 - Testing takes ~10 days for a date to be ~90% in.
As of 5/6:
* Positivity rate @ 6.39%
* 2188 positive tests 7DMA, rising to mid 2Ks in next 5-7 days. At height of Omicron that number was 80K
* Testing 7DMA running a consistent historically low 34K per day.
2/n
5/16 - Testing & Cases
* 34K tests per day is 14% of what TX was receiving at the height of Omicron
* Interesting to see the interaction of end of school with mild spread. Will testing rise?
* Batch reported cases in line with testing, now at 2.5K per day & slowly rising
* 3 Weeks since federal mask mandate was struck down
* 8 straight weeks of 2022 7DMA traffic being north of 2 million and also being between 87-91% of 2019 traffic
* Demand is north of 100% of 2019, but supply still isn't there
The 7 day moving avg continues in this consistent narrow band, currently sitting at 2.10 Million passengers per day the past 7 days, and at 89% of 2019 numbers.
Expect these numbers to rise significantly through Memorial Day.
2/n
5/11 Airlines Page 3
Long term traffic numbers are strong - the 70 day Moving Avg is at an all time C19 high of 2.09M and slowly rising - basically inline with the 7 day average.
The industry is basically back to what it was pre-covid, just a little smaller.
* Slowly rising positivity rate plus falling testing = same number of positive tests er'e day
* Hospitalizations continue to set new all time lows
* A couple of weird numbers to explain
4/3 - Testing takes ~10 days for a date to be ~90% in.
* 2 tweets on testing today
As of 3/31:
* Up to 2.48% from 2.14% last week
* Day number 24 below the previous all time low of 2.60% set on 6/7/21
* So its slowly climbing but because fewer people are getting tested...
2/n
4/3 - Testing Part 2
* The number of total positive tests has been running right between 1100 and 1150 per day for the past 2 weeks.
* Outside of 4th of July 2021 and Winter Freeze 2021, we've never seen PCR testing this low. Nobody is getting tested right now.