therealarod1984 Profile picture
Aug 13, 2021 11 tweets 6 min read Read on X
8/13 Texas C19 Pos%, Case, Hosp & Fatality Update:

THREAD:

Highlights for 8/13:

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.

9/n
.
8/13 Conclusion Part 1 (of 2)

* 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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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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