1) PCR Pos% rate of growth new low, but no nose over 2) Case rate of growth up, but going up against big Saturday comp tomorrow 3) Hospitalizations - Ugh 4) Breakdown 144 reported fatalities
1/n .
8/13 Rate of Growth Analysis:
** For Case & Hosps, Rate of growth is calculated by comparing Week over Week 7DMAs
* PCR Pos% rate of growth down to 2.5%. Stubborn bastard.
* Case rate of up some, to 17.7%. More in 3/n
* Hospitalization rate of growth down to 36.2%
2/n .
8/13 Positivity Rates:
* PCR Pos% Rate of growth new low of 2.5%
* Angiten Pos% peaked 8/1. Revisions keep it at a 2 day bump up. Far cry from peak
* Harvard/Stanford/Georgetown sites show Rt continuing its decline. Both now at 1.23
3/n .
8/13 Cases:
* Not great today
* 10.5K cases reported, up from last Fri 8.8K
* Case rate of growth up to 17.7%
* As mentioned yesterday, last Friday was going to be a weak comp. Last Saturday was record 16.9K. Sunday was a big day as well. We'll see what weekend brings.
4/n .
8/13 Intermission:
Taking a short break from your regularly scheduled programming to violate CDC guidelines, & purchase several large bottles of whiskey and other spirits. For medicinal purposes. As Im in need of something to get me through this crap of a week.
5/n .
8/13 Hospitalizations
* Not good today
* +399 to 11061. Last Thursday was +392
* Rate of Growth dropping but not nearly fast enough, down to 36.3%
* Gen beds now just ahead of 2020. 2021 ICUs still behind 2020
* Indicators say peak is coming, but need to see the slowdown
6/n .
8/13 Fatalities Part 1:
* Primer in 9/n
* 2021 numbers through 7/22. 2021 through 6/23. 13 months apart.
* 2020 Summer Wave well outpacing 2021.
* Per yesterday, start of 3 days vs weird 2020 comps.
2020 takes off 3 days from now. 2021 isn't going to keep pace.
7/n .
* 144 reported today +71 over last Friday
* Expected. Hospitalization line means impossible to have flat fatalities.
* 76% from last 2 weeks. 2+ weeks is going to have significant downward revisions on Tuesday.
* July diversion from Hospitalization line continues
8/n .
8/13 Primer on Fatalities:
Explains what I mean when I say downward revisions, and the divergence between fatalities and hospitalizations. And how I'm doing 7/n - projected vs. actual comparison, why I only compare starting 21 days back.
* Really not a bad week. Cases are flattening, could peak as early as Sunday.
* Leading indicators are flat to good
* Just need hospitalizations to start cooling off which they should
* But man, this week felt like total crap....
10/n .
8/13 Conclusion Part 2
* Imminent FDA vax approval, 2-3 years early
* Booster shots
* Vaccine passports
* Activist judges blocking EOs & law prohibiting mask mandates
* People kicking unvaxxed friends & family in the crotch, scapegoating them
* Amy Coney Barrett
* #Crap
11/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.