therealarod1984 Profile picture
Aug 18, 2021 12 tweets 10 min read Read on X
8/18 Texas C19 Pos%, Case, Hosp & Fatality Update:

THREAD:

Highlights:

1) PCR Pos% peak holds at 8/9. -0.5% WoW
2) Rt at 0.98
3) Cases - Sigh
4) Hospitalizations continue cooling off
5) New Fatality Projections
6) 2 days of fatality reporting

1/n
.
8/18 Rate of Growth Analysis:

** For Case & Hosps, Rate of growth is calculated by comparing Week over Week (WoW) 7DMAs

* PCR Pos% still in decline. Declines 0.5% WoW
* Case rate of growth up to 30.2%
* Hospitalization rate of growth down to 2.6% to 26.1%

2/n
.
8/18 Positivity Rates & Rt:

* Cases arrive to state over time. Pattern is Tue, Wed, Thurs - pos% is higher, then Sat, Sun, Mon, pos% gets revised down. Happens over and over
* PCR pos% at 18.42. Down 0.5% WoW
* Covidestim has Texas Rt at 0.98 (below magic # of 1.0)

3/n
.
8/18 Cases:

* Case rate of growth jumps to 30% w/ 2 days of 20K cases
* Usual offenders
* With the Rt & Pos% numbers (and hosps BTW), hard to tell if this is the last throes of backlogged cases or what. Peak should be imminent

4/n
.
8/18 Hospitalizations Part 1 of 2

* Cool off continues
* +175 to 12402. Last Wed was +422
* Past 5 days is +1141. Same 5 days last week was +1941. * Rate of growth down 2.6% to 26.1%. You can see the curve starting its bend.
* Gen beds well ahead of 2020. ICUs behind

5/n
.
8/18 Hospitalizations Part 2 of 2

* Did some regional analysis today
* Most of the TSA regions are cooling off pretty quickly
* Only ones still pretty hot are San Angelo up through Midland and up the Panhandle
* See charts below for Hou/Dal, Aus/SAT, and LRGV

6/n
.
8/18 Fatalities Part 1 of 3:

* Primer in 10/n
* Weekly Projections out today, from today minus 7 to today minus 28 days.
* See graphic below. This is how the sausage is made
* Projected down on 19 of previous 21 projections.
* This informs the next slide (8/n)

7/n
.
8/18 Fatalities Part 2 of 3:

* 2021 thru 7/27. 2020 thru 6/26, 13 months apart.
* 2021 Actual is 22.2% less fatalities than 2020, and 2021 Projections are -10.6% less
* 6/27/20 - 6/30/30 blowing the doors off of 7/28/21-7/31/21.
* This summer not nearly as fatal as last.

8/n
.
8/18 Fatalities Part 3

* 96 reported Tue, 174 today
* +12 vs last Tue, +62 vs last Wed
* 84.4% from past 2 weeks. Quicker arrival than projected as usual
* Meaning little will come in for July going forward
* The divergence from hospitalizations is much larger than 2020

9/n
.
8/18 Primer on Fatalities:

Explains how fatalities are reported to the state and how they arrive over time. Explains the divergence between fatalities and hospitalizations. And why 8/n is comparisons only as recent as 21 days ago.

10/n
.
8/18 Conclusion

* Pos% & Rt still looking good. In decline since 8/9 & watch for steep Pos% decline by Monday
* Cases gone wild
* Hospitalizations -end is in sight. Still confident in prediction of 9-11 days from peak
* Covid less lethal this summer than last thus far

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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