Liberty

Short video (3 mins) on the exponential decline after a lockdown, and why it shouldn't have to last for months if you have good contact tracing:

US cumulative tests: 228,216 Canada cumulative tests: 92,015

This guy is great. Explains what the army corps of engineers will do to create temporary ICU-like spaces:

Folding@home now prioritizing COVID19 work: https://foldingathome.org/2020/03/10/covid19-update/ FAQ: https://foldingforum.org/viewtopic.php?f=24&t=32463 How to install and run it: https://foldingathome.org/start-folding/

Looking at Einhorn letters and position would make a similar point very well, I think. If I remember correctly, short Tesla, Amazon, Netflix, long GM..

Iceland: https://www.buzzfeed.com/albertonardelli/coronavirus-testing-iceland Doctor op-ed on hydroxychloroquine: https://www.wsj.com/articles/these-drugs-are-helping-our-coronavirus-patients-11584899438

https://medium.com/@tomaspueyo/coronavirus-the-hammer-and-the-dance-be9337092b56 Another good read: The Hammer and the Dance

Bad title but interesting article: https://www.haaretz.com/israel-news/.premium.MAGAZINE-israeli-expert-trump-is-right-about-covid-19-who-is-wrong-1.8691031

Scott Gottlieb thread on next steps:

Atom.finance has transcripts, as does unhedged.com RocketFinancial.com has interesting features and data too, and stockrow.com is pretty cool once you figure out the interface.

Invisible Hands volunteers

Newest interview by Peter Attia on the latest we know about the virus: https://peterattiamd.com/peterhotez2/

https://www.propublica.org/article/a-medical-worker-describes--terrifying-lung-failure-from-covid19-even-in-his-young-patients “ A Medical Worker Describes Terrifying Lung Failure From COVID-19 — Even in His Young Patients”

Interview with epidemiologist Larry Brilliant, who helped defeat smallpox; https://www.wired.com/story/coronavirus-interview-larry-brilliant-smallpox-epidemiologist/

If he is right that 50 people have it for every 1 we know about, then 22 people have died out of 180,000 infected in NYC. You have to take into account time it takes for the virus to run its course, though. Daily exponential growth means the vast majority of infections are early stage and haven’t had time to create complications.

https://medium.com/@Jason_Scott_Warner/the-sober-math-everyone-must-understand-about-the-pandemic-2b0145881993

Bill Ackman posted this Sky News video on what the situation looks like in hospitals in Italy:

Making things worse is his M.O. He thinks it might help with the election. It’s all about him.

https://www.forbes.com/sites/joshuacohen/2020/03/19/nationwide-lockdowns-can-begin-to-halt-the-spread-of-coronavirus-in-a-matter-of-weeks/#16a53c3212e1 China:

Dying isn't the only thing that can happen with the virus. It's not that binary. Many young people can still get severe pneumonia, which can leave long-term damage on the lungs. The virus can also in certain case apparently attack the heart and leave it weakened. And some pneumonia cases that wouldn't be a big deal in a normally functioning health system may turn bad if the system is overloaded. Not to mention that all the other things that can happen to younger people (car crash, whatever) may also become a lot more dangerous if hospitals are overloaded and doctors and nurses and burnt out and/or sick, ambulances aren't available, etc.

This is such a useless stat. What percentage of the population has no pre-existing conditions? 40% of Americans ages 20-39 are obese according to a quick Google search. In the US, 33% of adults have high blood pressure. Yep. Diabetes and obesity are also co-factors for complications. That's a lot of people in the US.

How long was that cruise (with those passengers), how long was the virus on it, how long was patient 0 asymptomatic vs symptomatic (probably much more contagious after that), and how long after that did they try to lock things down and create extra hygiene measures? There's a lot of variables that makes this not as clear cut a case study as some would want it to be. I generally agree with the points you raise, and that they are good signs, but there's still all these other questions. I mean, it's very different if it's a one-week long cruise, patient 0 spent 4 days on it asymptomatic and then was able to infect all those people in just a few days after that before lockdown, than if it was a two-week cruise, he/she got on board sick from day 1, there was no lock down until the end, etc..

Impressive. But let's be realistic here: we would never ever be able to implement anything remotely like this in our countries. I don't know. Depends how bad things get. At some point, people demand it, it's like wartime mobilization (and not a "foreign war" where people feel it's over there, but one where you feel like the third reich and imperial armies have you in a pincer and may come for your hometown next). Not there yet, but a couple weeks ago nobody would've said that all these lockdowns were obviously going to happen in the US, so things move fast.

Thread on China measures:

Volaris acquisition: https://www.volarisgroup.com/news/article/volaris-group-acquires-Collab h/t @pearnick