* The Start of the Winter wave is here
* All the metrics are showing small increases
* Banking on the vaccines being effective and reducing the amplitude of the wave is looking increasingly like a pipe dream.
Tests are filed by date of specimen collection, < 7-8 days old is incomplete.
As of 11/09:
* Positivity rate rising to 4.47%
* Testing increasing 7DMA ~ 83.8K
* Positive Test 7DMA ~ 3748
* Covidestim Rt creeping up to 0.74
2/n .
11/19 - Cases
* Cases are batched by date received by the county
* Cases 7DMA is slowly increasing
* 7DMA of 2796 cases, rising 20% week over week
* Will start watching the amplitude of the wave.
* Probably will adjust my charting to compare Winters directly
3/n .
11/19 Hospitalizations - Part 1
* Covid Admits slowly rising 11% Week over week the past several days. 358 per day 7DMA
* % of beds tagged as Covid still in the 4.3% range, total Covid census of 2730 beds
* 7DMA WoW rate of decline nearly 0%
. covid-texas.csullender.com
. 4/n .
11/19 Hospitalizations - Part 2
* CDC % of ED visits with C19 lines up with DSHS data
* ICU portion of the bed census is 950
* 2020 Winter Wave was well underway at this point, from cases through hosps & ICU. 2021 Winter is about to do the same thing
5/n .
11/19 Conclusion
* Winter Wave is here
* Anecdotally - 2 people very close to me have Covid, one hospitalized, both vaxxed
* 2/3 of TX has either been vaxxed or infected or both
* Yet El Paso's wave has started off similar to 2020. Not a good sign
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.