therealarod1984 Profile picture
Aug 5, 2021 9 tweets 5 min read Read on X
8/5 Texas C19 Pos%, Case, Hosp & Fatality update:

THREAD:

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

1/n
8/5 Positivity Rate:

* 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
. ImageImage
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 ImageImage
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 ImageImageImageImage
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 ImageImage
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
. ImageImage
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.

7/n
.
8/5 Conclusion:

* 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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More from @therealarod1984

Oct 22
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

1/n Image
Battleground state summary - Page 2

2/n

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 Image
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

3/end Image
Read 4 tweets
Nov 22, 2022
"Random Dude on Twitter" is my second nickname. "Random Dude on Twitter" has been right A LOT. Let's look at some receipts, shall we?

THREAD

1/n
Let's see...."Random Dude on Twitter" predicted Texas Hospitalization peak to the day not just once....

2/n

....but TWICE. In fact, this first time I did it, I called myself "Random Dude on Twitter."

3/n

Read 8 tweets
Nov 21, 2022
11/21 - Domestic Passenger Traffic: Pre-Thanksgiving Edition

* Continued strengthening of traffic numbers the past month
* Within a few points of clawing all the way back
* Forecasting through the Thanksgiving Holiday

THREAD

1/n
11/21 Airlines Page 2

* 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 Image
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

3/n ImageImage
Read 4 tweets
May 17, 2022
5/16 - Texas C19: Omicron BA.Whatever

THREAD:

* 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

1/n
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/n
Read 6 tweets
May 11, 2022
5/11 Domestic Airline Travel Update:

* 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

THREAD

1/n
5/11 Airlines Page 2

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 ImageImage
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.

3/n ImageImage
Read 5 tweets
Apr 11, 2022
4/10 - Texas C19 Update: Still nothing

THREAD:

* 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

Let's go through it!

1/n
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.

3/n
Read 10 tweets

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