* Positives, Cases & Hospitalization all continue strong declines for now
* Discussion on testing, positive tests, & Positivity Rate
* Winter wave time yet or what?
* Total positivity rate as of 10/22 at 5.41%, but the rate of decline is flattening some
* Testing peak 9/13 @ 1.12M tests a week. Testing as of 10/22 is @ 580K per week, a decline of nearly 50%
* Positive Test 7DMA below 4500 per day
2/n .
11/1 Indicators - Part 2
When looking at Testing, Pos Rate & Cases:
* TX reports testing by date of specimen collection, Counties report cases in batch
* Takes good 9-10 days for a day's testing to arrive to state
* Pos rate needs to be looked at in relation to qty of testing
11/1 - Indicators Part 3 & Cases
* Other indicators are positive tests & cases
* If testing is collapsing, % of sick people getting tested goes up, creating a floor for pos% rate
* However, both pos tests & cases continue to decline
* Cases 7DMA rate of decline 10% WoW
4/n .
11/1 Hospitalizations - Part 1
* Current bed census is 3380, down 76% from the high on 8/25
* % of beds tagged as Covid down to 5.43%
* At this point in the "wave" last year, we saw the beginnings of the winter wave
* However, 7DMA WoW rate of decline is still 18%
5/n .
11/1 Hospitalizations - Part 2
* Hospital admits continue to decline at 19% WoW
* ICU also continues to decline while at this point in "wave" last year, the Winter wave had started
* So strong declines at point where flattening/new wave should occur. Will be interesting...
6/n
11/1 Fatalities
* Officially 70,000 fatalities on the nose. See 10/29 update for commentary
7/n .
11/1 Conclusion
* Leading indicators still in decline
* which includes positivity rate, although the rate of decline there is slowing some
* Hospitalization numbers still in strong decline.
* A winter wave should be starting about now, but so far not yet. Will watch
8/n
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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.