For those that think inflation/supply chain issues will magically go away:

Talked to a friend that uses the LA port for shipments regularly. As of right now, the port is FULL..meaning that even if ships dock, you can't unload anything.

That would be bad enough...but...
The containers that are there already? Need to be unloaded.

Well, at any normal pace, he said the time to empty the shipyards? SIX MONTHS.

That is just for what is already unloaded.

But...it gets worse!
There are truck drivers, etc (not enough, surely, but some) to empty out the port. But...truck drivers are stuck too, because they have to take the goods SOMEWHERE.

Well, the warehouses that they ship too...don't have workers to unload those shipments, and are also backed up.
So, forget the hundreds of ships sitting outside the port of LA.

The goods already IN the port...will take months to empty.

None of this is going away in the near term. And by Christmas? LOL. No chance.
Now, here is the worst case scenario...that the excess capacity will never show up, and this will take years to fix.

I am not that pessimistic, but still...

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More from @Neoavatara

1 Oct
So on COVID...this was interesting.

This is Michigan. Look at the current wave. They are clearly having a wave right now, as the rise in hospitalizations show.

BUT...the rate of increase is far less than the Spring surge.

This is what you'd expect with more vaccinations.
This is easier to see because MI had a third, smaller wave this Spring.

But similar trend even in Ohio, which has similar vaccination rates.
There is more noise here in the graph for West Virginia, which is experiencing a serious wave..but same overall trend.
Read 5 tweets
1 Oct
COVID update:

Ohio now has a higher case rate than Florida or Texas. The center of the disease is now the Appalachians: OH, KY, TN.

As for Florida, its case rate is the same as...New York.
Like my previous tweet stated, Maine is seeing a surge of hospitalizations; so is Vermont. The numbers generally aren't large, but are significant relative to their population.
This is the current COVID Map. The Appalachians are getting hit...as is the Northwest.
Read 6 tweets
30 Sep
#COVID

This is a list of the states with the biggest increases in COVID cases over the past 2 weeks.

Key takeaways:
1. All North.
2. Vax % not stopping surges.
3. Deaths overall low...which may be vaccines, or too early to tell.
4. WI, MI, and PA are going to tell the story. Image
Here is change in hospitalization rates. Note that some states are very small numbers (VT, ME). But again, the increases are all in the North.

PA and OH seeing significant numbers.

And remember that like deaths, hospitalizations are a lagging indicator. Image
Some places (see my earlier tweet on Detroit) are taking the risk seriously. Nobody really knows how much the vax will protect us. But the more we vaccinate, the more we get boosters, and the more precautions we take, the better. We can't close down...but we can be smart.
Read 4 tweets
28 Sep
I think the debt ceiling is dumb.

Clearly the GOP is playing politics about it

But ignoring the culpability from Dems is also ludicrous when they control Congress and the White House. thehill.com/opinion/financ…
"It is true that both parties are responsible for our past decades of $21 trillion in debt. But Democrats want to raise debt spending by some $7 trillion this year without a single Republican vote. They own it, and they have to clean up their own financial mess.""
"Isn't it rich that the only time Democrats want bipartisanship and "unity" with the GOP is when they want everyone to hold hands and raise the debt ceiling?"
Read 4 tweets
27 Sep
So, although disease is improving in the South, there is a surge well under way in the North.

Here is Maine...Vermont...and New York.

Note that ME and VT (like FL, TX) have positive cases at higher rate than last year.

New York is at a lower rate, but has a surge starting. ImageImageImage
Deaths in all three states are low so far. Hopefully this is sustained, as all three have among the highest vax rates in the country.

For example see CT. They are still having low disease rates...surge hasn't hit them. Is it timing, or is it because of vaccination rates? Image
Ohio is mid range in vax rates...has experienced a surge. And deaths are increasing still. Image
Read 5 tweets
23 Sep
"Today, these crunchy anti-vaxxers are coalescing into a loose political group that is targeting COVID health measures and restrictions as indicative of governmental overreach and medical tyranny. They’re also, predictably, falling down far-right rabbit holes.
"Enid Futterman, a local journalist and Bernie Sanders supporter...told me she finds the idea that COVID is caused by 5G cellphone towers more believable than person-to-person transmission. “I’ve read both sides, and that’s what makes sense,” Futterman said.”
Read 4 tweets

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