Highlights for 8/5: 1) Antigen Pos% peaked on 7/30, PCR still stubbornly fighting a crest 2) Cases still in steep climb 3) Hospitalizations also steep but less so than 2020 Summer wave 4) Fatality arrival breakdown
* Antigen 100% confirmed in post-peak. Peak is currently 7/30. The peak date might shift a day or two, but the peak has occurred. Calling it.
* PCR Pos% fighting the crest. Barely 1 point of growth in 6 days. Its imminent.
2/n .
8/5 Cases:
Another 10K+ day, with 10912 reported. Still a high rate of growth. With Antigen in decline & PCR cresting, we look for decreased rate of growth in Cases. Next 2 days will be telling.
7DMA almost near 2020 Summer peak, a product of huge testing increase.
3/n
8/4 Hospitalizations:
Patients tagged as C19 still only at 12% of total beds. Remember that- 12%. Not 100%. Still losing ground to 2020 Summer wave. These next 5-6 days will have a really steep rate of growth & then we watch for a decrease in rate of growth mid next week.
4/n
8/5 Fatalities Part 1:
* Primer for background info in 7/n
* 2021 numbers thru 7/14, 2020 thru 6/15. 13 months apart.
* 2020 actuals continue to outpace 2021 projected & really outpacing 2021 actuals. This will continue at least until next set of projections on Wed
5/n
8/5 Fatalities Part 2:
* 76 Reported
* About twice what was reported last Thurs.
* As I've stated repeatedly, expect fatalities to rise. They cannot stay flat w/ this number of hosps. The PCR yeast is baked in the loaf.
* Same pattern, virtually nothing past 2 weeks old
6/n .
8/5 - Primer on Fatalities:
Thought I would repost my original geeky thread from 7/20/21, where I went step by step through the arrival of death certificates to the state over time. And the model I built around that process.
* Antigen is in decline, it peaked on 7/30. Watching for PCR to do same
* vs 2020 Summer - Cases ahead, hospitalizations & fatalities behind. Same ole, Same ole
* Were in the steepest part of the climb. We've got about 5-6 days of this. Stay strong!
8/n
8/5 P.S.:
I'm traveling this weekend so updates will be short and spotty. I'll do my best to look at the numbers and send out any relevant musings. Be back in on Monday.
9/end
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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.