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** 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.
* 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
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.