Business & Economics

Day 34 – April 19, 2020

There’s this old joke where a mathematician, a physicist and a statistician go hunting. They’re crawling around for a while, but suddenly see a deer, way off in the distance. “I got this.”, says the mathematician, and he carefully takes aim and pulls the trigger… but misses about 5 feet to the left. The physicist says, “Not bad… but I got it”. He aims his rifle and fires…and misses, 5 feet to the right. The statistician jumps up excitedly… “We got him!”

This game of analyzing numbers can get very convoluted, because there are always different ways of looking at things, and according to something I briefly mentioned yesterday (confirmation bias), we’re often looking to find and interpret data to fit what we believe… or want to believe.

There’s a big part of me that wants to believe this virus is far more prevalent than has been reported. The implications of that pretty straightforward. At the moment, in Canada, we have around 35,000 confirmed cases. We all know the real number is higher than that, but how much higher, and what does it matter? If the number were 100x, we’d be approaching 10% of the population. If it were 1,000x, we’d be way past the point of herd immunity… the implication would be that we’ve all had it and can pretty much get back to normal, just being extra careful to isolate those who are still at risk, at least until they get it… in whatever form it shows up… knowing full-well the medical system can handle it. We will, in the near future, know exactly what number to attach to that x. Here in B.C., somewhere between 5 and 10 is my guess… which, combined with our effective efforts at flattening the curve, imply we can start along the path of getting back to normal… and the initial easing of restrictions, tentatively scheduled for mid-May, is step one.

There’s a study coming out of Stanford that implies that number may be between 50 and 85. I am suspicious of that number for a few reasons, but we will let the experts sort it out. The sample size and who comprised the test group and a few other things… leads me to think there are a lot of asterisks next to a lot of the findings. I haven’t read the report, but as per above, I hope it’s even a little bit true; the implication that this has been around longer and wider than we think.

That being said, there is no version of reality where this is just like any other seasonal flu. A “bad flu season”, and we’ve had many, does not overrun the medical system like this one has. There is no version of this where “just let it run its course” would make sense. There is a lot of screaming from some people about how we’re destroying our economy and people’s livelihoods for nothing. Well, there will be plenty to learn from all over the world, since there are (unfortunately) jurisdictions that have decided to follow different, less strict routes… some through design (U.K.), some through incompetence (U.S.), and some through sticking their heads in the sand (Sweden). There is a technical/scientific term for when one suddenly realizes the present course of action may not be ideal, and that a drastic course-correction may need to be implanted. It’s called the “Oh… shit” moment.

Two of those jurisdictions have already had their moment. The third is well on its way, and it requires a somewhat different way of thinking about things.

Let’s begin with a bad example of trying to compare apples to apples. What country has the highest confirmed infection rate? Well, it’s the Vatican City… they have a population of 800, and have recorded 8 infections. But 8 out of 800 is the same as 1 out of 100. Which is the same as 10,000 out of a million… which is very, very, high. The U.S. comparative number is 2,300. Canada’s is 922. In fact, given the demographic breakdown of the Vatican population (I’m assuming a disproportionate number of older men)… and the fact that it’s surrounded entirely by Rome, the largest city in Italy (whose comparable number is 3,000), that’s pretty good. To add to the list of interesting but useless numbers, the Vatican has 2.27 Popes per square km.

Part of the challenge of analyzing numbers is being sure you’re comparing apples to apples, and the more I’ve been at this, the more I realize it’s not even apples to oranges… more like apples to bicycles.

Sweden, with a population of 10.2 million, has 14,385 known cases… which equals 879 cases per million… pretty close to Canada. So far so good. Their number of 1,540 confirmed deaths isn’t so great… more than double the U.S, and approaching Italy numbers as a percentage of total population. But not an outlier with respect to other countries. Where things differentiate greatly is the “Resolved” column, and that one is pretty-much apples to apples around the world. No matter how widespread or deficient the testing strategy in any particular jurisdiction, there is a measurable number of test-positive cases, and those cases will resolve: recovered or deceased. This doesn’t have anything to do with assumed cases or Stanford studies. It’s far simpler… at some point, you were tested… and you either recovered or you died. These are the survival rates of identified cases:

Canada: 88.4% (B.C. 92.4%)
United States: 63.6%
South Korea: 97.2%
Spain: 78.4%
Sweden: 26.7%

So what exactly is going on in Sweden? If you look at the distribution of test-positive cases, it’s a pretty standard bell curve. If you look at the distribution of deaths, it’s heavily weighted to older people…. 89% of those deaths are people aged 70 or over. That’s comparable to Canada as well. I think the vast difference may be that a lot of these cases aren’t being identified until they’ve passed away. I’m not sure these cases are entering the system till “after”, and it goes straight into the two stats: positive test plus death. Their medical system is not overwhelmed. It’s a first-world country when it comes to treatment, and they have capacity. So the implication is that the virus is running rampant through the elderly population… and given their strategy, no masks nor gloves nor social distancing (unless you have symptoms) and keeping everything open… this will eventually reach everyone over a certain age. That’s roughly 20% of Sweden’s population, and with a roughly 10% mortality rate for that demographic, that’s more than 200,000 people. That is their trade-off for keeping the economy open.

In Canada, 4 million people are aged 70 or over. So if we did the same here, we’d be looking at roughly 400,000 deaths in that age group alone.

Those are the worst-case scenarios, mitigated by potential treatments, vaccines and changes in policy… but here’s at least one version of an answer to that rhetorical question that’s often getting asked: “What is the trade-off for shutting down our economy?” The answer is… many, many lives.

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By |2020-10-08T01:24:53-07:00April 19th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Travel Stories, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , , , , , , , , , , , , , |10 Comments
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Day 32 – April 17, 2020

Today marks one month since I posted my first little chart, with an accompanying short little paragraph explaining it. What’s the date today? March 58th? Seems that way.

Since then, everything has grown… the numbers have grown, the lines on the graphs have grown, and the volume of my little paragraph has as well. It seems to be dealing with a lot more than just numbers, doesn’t it… so… on that note…

Today’s update at 11am from Dr. Henry and Mr. Dix was a thorough presentation explaining where we’re at and where we’re going. The slides of that presentation are available on the BCCDC website, but I’ll give you the summary — we’re doing really well around here, well enough that we can stop comparing the Italy track… we’re not following it… and, looking at the numbers and charts below, haven’t been for a while. And recognizing that we may be seeing a plateau, on its way to a decline — cautious optimism — of many key numbers. New infections, hospitalizations, ICU cases… everything trending in the right direction. We are seeing lower numbers for new infections, even with enhanced testing. For now. We will see next week if the long weekend changed anything.

And it’s key to note that this success has largely been a result of the measures put in place, the timing of those measures, and our compliance with them. And now is not the time to stop. “It’s working” is a lot different than “It worked”. We are still a work in process, and those social/physical-distancing ways-of-life will be around for a while.

Capacity to handle patients is below 50%, and it’d be ideal to keep it there. The absolute certain end to this is a vaccine, and things will be different until then, but it doesn’t mean we’re stuck in our homes forever. The plan for opening things up with a methodical, well-thought-out strategy is in the works, but the last thing we want to do is open things up too quickly. That can drastically change things, and it can happen quickly. One interesting slide, #34, showed the results of dynamic modelling, testing different outcomes given the degree of compliance of social/physical distancing. Short answer — if we keep doing what we’re doing, very good. If we don’t, there are varying degrees of what would happen. Worst case scenario: we all take to the streets today…. In about 10 days, the near vertical growth in cases would quickly overrun our medical infrastructure. That model also implies that a little loosening wouldn’t have a drastically bad effect… but to what extent and how… again, as you can see on that slide, if you hit a tipping point, it’s hard to come back from it. And speaking of that scenario…

There was a story on CNN yesterday with a headline that read “The social-distancing deniers have arrived”. Before clicking on the story, I imagined the picture that’d accompany it… it would be a group of people protesting. I imagined bushy beards, hunting caps, guns, American flags, Trump signs and no masks. I was a little wrong about the masks… a couple of guys had them; the rest, bang on. Oh, and not just guns… assault rifles.

I have a great idea. Get Barack Obama, Joe Biden and Nancy Pelosi to hold a press conference. Throw Bernie in there too. And there, they announce in angry, loud, unified voices… that social distancing is a terrible idea. That this lockdown is ridiculous. “President Trump!”, they should demand, while dramatically ripping their masks off their faces, “End this nonsense! Open every business! Get everyone out on the streets! Now! We demand you open this country, fully… RIGHT NOW!”

It might actually work.

Democrats say Zig, Republicans say Zag. Republicans say Ding, Democrats say Dong. It doesn’t even matter what Zig/Zag or Ding/Dong mean… nobody knows. Nobody cares. We are right, they are wrong. You are with us or you are against us.

Around here, we’ve pretty-much forgotten who’s in power. Premier John Horgan (NDP, if you need reminding) is not around much. I may not agree with everything he has to say, but he and I have something in common; an understanding of what leads to success… a concept that has served me tremendously well all of my life: Surround yourself with excellent people, keep them around, and let them do their thing. Two of those people these days are, of course, Adrian Dix (NDP) and Dr. Bonnie Henry (who knows and who cares). Political affiliations are pretty irrelevant at the moment.

Actually, John Horgan hasn’t been completely M.I.A… he holds a press conference once a week or so and answers questions. There are other issues facing the province, and while I’m unclear what he does all day, some of it has to do with dealing with other provincial issues, and of course, there are many. They haven’t gone away. And some of it is planning how to open up this province (beyond private liquor store hours), hopefully sooner than later, in a way that works and isn’t at odds with the big picture being laid out by Adrian Dix and Dr. Henry. Indeed, he’s letting them run the most important issue of the day, and he’s staying out of the way. It’s working really well, something even the most ardent NDP bashers would grudgingly have to admit. There will be a time and place for partisan politics, and I look forward to it because it’ll mean that things are back to normal.

In fact, the closest thing to partisan politics we’ve had recently was about all of this… Liberal leader Andrew Wilkinson serving up a little softball… “Hey, John Horgan, where are you?” The premier probably could’ve swung at that and hit it over the fence, but he let it go by and watched it dribble to the backstop. Andrew Wilkinson’s question was actually a little more pointed… like, shouldn’t the premier of the province be out in front of the cameras, telling us what’s going on, giving us updates and hope and encouragement, like a real leader… etc. And the answer is simply… no… he shouldn’t. The British Columbian leadership and response to this pandemic has a face (two of them), and it doesn’t need a third.

But behind closed doors, I have no doubt that if one of those two gentlemen needed something from the other — personally, publicly, privately, politically… they’d be listening to each other and talking and working together. If there was ever a time for political partisanship to take a back seat, it’s now. Everyone… from the top on down, needs to be pulling in the same direction. We, around here, are very fortunate.

But just a little south of here… well, that pulling looks like this: it’s a tug-of-war… one side of the rope is 500 trillion little virus balls, all pulling together. The other side is a mixed bag of people… men, women… some are wearing red shirts, some are wearing blue shirts. Some are pulling in the right direction. Some are pretending to pull but are barely holding the rope. Some are pulling sideways. Others are pushing the rope into the ground. One guy is twisting the rope… clockwise… while someone else is twisting it the other way. A couple of people have little hacksaws and are quietly trying to cut the rope without anyone noticing.

It is so incredibly sad and frustrating to watch this slow but inevitable trainwreck. You can’t look away, and wish you could do something… because solutions to the dysfunction exist… but they seem to be well-beyond the reach of the very people tasked to manage it. It shouldn’t be this convoluted. The reasonable voices do exist, of course, but they are drowned out in a sea of irrational, national insanity.

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By |2020-10-08T01:24:54-07:00April 17th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Science of COVID-19, Travel Stories, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , , , , , , , |20 Comments
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Day 30 – April 15, 2020

The textbook definition of the word “optics” has to to do with light, and its interaction with the physical world. The most familiar adaptations we’re familiar with have to do with light interacting with our own eyes… optician, optometrist, ophthalmologist.

If you’re a professional photographer, this extends to different lenses and fields of vision and lighting and focal lengths and so on.

When it comes to business or politics, “the optics” refers to how it looks… to the general public. “What are the optics?” is the buzzword-question asked of advisors and consultants and marketers and branding experts and spokespeople and press secretaries — by the people behind the scenes who’ll care about the answer. How will the public take it?

Over this last long weekend, Prime Minister Justin Trudeau decided to join his family, who’ve been living in the Harrington Lake cottage for the last few weeks, for Easter. The cottage is in Gatineau Park, which is in Quebec.

That visit violated the social distancing orders that the federal government and every provincial government has imposed on its residents — the same ones Trudeau himself repeats every time he’s at the podium. That visit also violated the order with respect to crossing the provincial border which at the moment is supposed to be open only to essential travel.

And just to shove it a bit more in all of our collective faces — us, most of whom who stayed home all weekend, many of us who have cabins and cottages and places to where we’d love to have gone to get away from it all… and if not, especially in this beautiful weather, just pack up the SUV and go camping somewhere — he posted a selfie of himself and his family.

The picture shows a beautiful, smiling family of five, clear blue skies with a few light, scattered clouds in the background. Everyone dressed appropriately for the crisp, fresh air. A few wispy trees. The lake itself in the distant background. From a photographical optics point-of-view, excellent. From a political optics point-of-view, awful. Just awful.

Forced to explain himself, the PM gave a somewhat meandering and deflective comment. Within his statement was the sentence, “We continue to follow all the instructions of the authorities.” You’re supposed to be the top of that authority, Mr. PM.

Meanwhile, on the other side of the country, not to be outdone, Conservative leader Andrew Scheer stepped onto a government jet in Regina with his entire family, completely destroying any semblance of social distancing a 9-seater plane may have been able to offer its present two occupants. Why would his family, who one would think should be isolating at home in Regina, need to be heading to Ottawa. In a normal world, that last sentence would have a question mark after it, but these rhetorical questions don’t need them because the answers are self-evident.

We seem to have been dealt a fortunate hand here in B.C. — our provincial leaders convey a calm, consistent message with logic and transparency. They walk the walk, not just talk it. The plan is collective; you hear the word “we” a lot, and that “we” includes them. One wonders what that might look like at a national level. Like, how would it look if there were an entire country being guided by the calm, clear plan and intelligent reassurance we hear almost daily from Dr. Henry? What would it look like if B.C. were its own country and had control of its borders and could independently navigate this entire ordeal?

That particular rhetorical question actually has an answer: New Zealand… which coincidentally has a very similar population of around 5 million people. But the similarities don’t end there.

Their Prime Minister, Jacinda Ardern, has a lot in common with our own Dr. Henry. She stands up in front of her people, she speaks calmly and intelligently and pulls no punches when expressing the seriousness of the situation… but at the same time, is reassuring and inclusive and transparent. She is very much one of them, and she knows how to talk to them, and they listen.

On March 14th, when there were only 8 confirmed cases in the entire country of New Zealand (B.C. was at 73, Canada at 252), PM Ardern clamped down hard and implemented all sorts of measures that have now become familiar to all of us; 14-day isolation upon returning from out of the country, canceling cruise ships, cancelling big events and festivals. She went on TV and said a lot of things, many of which will sound familiar… “We will get through this together”. “Be strong”. “Be kind”.

Eight cases might sound early, but the results have been better than anywhere else on the planet. She saw what was happening around the world, she realized that time was of the essence and that even the slightest variation of the initial conditions (see yesterday’s post) can make a big difference. If she erred, it was to the side of caution, which these days might be the only right way to be wrong.

One of the sound bites of that TV address was her plea: “We must go hard and we must go early”. It has been said that this is the same sort of rallying cry that the coach of the New Zealand All Blacks might give his players before a game. My personal experience playing a rugby team from NZ would agree. They proceeded to go hard and go early and destroy us. Great bunch — this was in high school, so there were no after-match drinks, just handshakes, but I would’ve enjoyed a pint with those guys. Their game was disciplined, cohesive and well-executed. It was all business, from start to finish.… much like New Zealand’s response has been so far. And that’s why they’re winning; they can all relate, and there is tremendous trust in their leadership and the plan. It looks and sounds good, and it’s working. Good Optics.

Justin… Andrew… come on guys, you can do better, and the country deserves better. We need better. You’re both “one of us” too. Lead by example. Don’t just tell us what to do; do it yourself as well. Lead by example, because mixed signals and a “the rules don’t apply to us” attitude — Bad Optics.

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By |2020-10-08T01:24:55-07:00April 15th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Life in Vancouver, Travel Stories, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , , |13 Comments
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Day 28 – April 13, 2020

Once in a while, we have a movie night here at home…. who are we kidding, every night is movie night these days… and recently (well, before Tiger King), we saw a movie that could best be described as a combination of Groundhog Day and… Alien? Predator? War of the Worlds? If you’re not familiar with Groundhog Day — you should see it. To some extent, it feels like we’re living it these days… but to summarize (spoiler alert), in the movie, a normal guy (well, Bill Murray) is caught in a time loop where he lives the same day over and over until he’s finally lived it perfectly and then his life can go on.

Those SciFi movies I listed all have in common the good-guy-humans vs. the bad-guy-aliens. In all cases, the good-guy humans prevail, with varying degrees of importance… saving themselves, saving the world, saving the universe.

Mix the two together, and what you get is humans vs. aliens, but with an interesting twist. Typically, our hero goes from battle to battle, close call to close call… until finally, he prevails. But in this movie, our hero keeps dying… because these aliens are seriously powerful. He doesn’t last more than a few minutes the first time. But as time goes on, he gets a little further along in his quest to kill the aliens — before he’s killed, and then wakes up the next day, and starts all over again. It’s a Hollywood movie (Edge of Tomorrow) with a Hollywood A-lister (Tom Cruise), so (spoiler alert) you can guess the ending… but here’s the takeaway of the whole thing… when he finally gets it right, when he finally — after brutally and painfully dying hundreds of times — is able to extinguish the aliens and life can go on and humanity is saved… nobody knows. It’s like nothing ever happened. It’s like the aliens never even showed up. All of humanity benefitted from the suffering this guy endured, but no one will ever know.

As we starting emerging from lockdown and navigate the complicated plan of getting back to normal, more and more of the crazies will emerge. There was a protest over the weekend where some people with “Fake News” and “CON-VID-19” signs showed up. Apparently, this is all a big conspiracy to… to… well, to what? These guys typically bundle-up all of the current conspiracies, so it’s difficult to unravel a logical narrative that might even make sense. The Chinese created it and activate it with 5G and have the vaccine but won’t give it to us but killed thousands of their own people to show it’s real but Deep State and Illuminati and government power-grab and… and… well, even if that mess of insanity were true, how exactly does Canada figure into it?

Locally, Kennedy Stewart, mayor of Vancouver, is getting increasingly worried that this city is reaching insolvency… and it’s a serious concern. As this goes on, fewer and fewer people will easily be able to pay the their mortgages or rents; where and when they can, they will. That’s the priority. Property taxes, which greatly fund this city, are lower on the list, and the many people who will throw their hands in the air and say, “What exactly do you want me to do? You know I haven’t worked in 3 months” have a good point. These taxes may be deferred and eventually will probably get paid (“deferred” is very different than “forgiven”) but the city needs money now. So they asked the provincial government for $200 million. And Victoria isn’t themselves rolling in cash these days either, so they will have to ring up Ottawa with a similar request. This then gets into a more complicated discussion at the federal level regarding literally printing money vs. inflation vs. stimulus vs. many other things, none of which are great for this country in the long run… which begs the question — to what end? To what end might the Canadian (or provincial or municipal) government be involved in some giant conspiracy? Not that you can ever intelligently argue with these people, but I’d love to hear that particular answer. We have created a big massive hoax which hurts everyone… across the board, everyone is suffering, including every single one of those government workers and officials… it will take years for us all to recover… because WHY?

I’ve made the mistake of answering a few of those sorts of messages privately, and my well-reasoned arguments are simply answered with “You just don’t get it.” On that, we can certainly agree. No, I don’t get it and I never will… but what I will point out is that all of those idiots will end up benefiting from the sacrifices we’ve all made, and it sounds like they won’t even be able to recognize it. We are all Tom Cruise.

And when the pandemic doesn’t get out of hand here, because of all of the intelligent and necessary measures that were put in place and that were followed by most of us, these are the idiots that will proudly be announcing to everyone, “See? There was nothing to worry about. This was never a concern, never a problem, and all of you bought into it. Sheeple!!”

That’s ok. You, like Tom Cruise at the end of that movie, can just sort of chuckle to yourself. You, me, we all took the hit for the greater good, and it was an expensive one… but we will recover.

And when and how exactly do we start that recovery? I’ll be happy to offer my completely-non-expert opinion in the coming days, and there are some encouraging signs to guide that. One is that the numbers really do look good. If you scan down the columns labelled “Cases Increase”, they tell an optimistic story, and not just in B.C.

Also… here in B.C., serological antibody tests are just around the corner… within the next couple weeks. This is the test that can tell you whether you’ve ever had the virus, symptoms or not. I don’t know what the rollout looks like… in a perfect world, we’d all get one instantly and we’d know our own status and that would obviously guide a lot. That’s not how the world works, but whatever way gathers the most information quickly and efficiently — that’s what we’ll see.

Until then… it’s working. Keep doing it. That light at the end of the tunnel is not a train screaming towards us.

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By |2020-10-08T01:24:56-07:00April 13th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Science of COVID-19, Life in Vancouver, Travel Stories, Space & Astronomy, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , , |0 Comments
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Day 27 – April 12, 2020

Today is the day we don’t get numbers in B.C. — Dr. Henry and Mr. Dix are taking a well-deserved break, so accurate numbers will have to wait till tomorrow. For now, as usual, I’ve plugged in my B.C. guess for the day — I’ll fix it tomorrow. But assuming a good day locally, it’d make it a good day nationally. Growth rate was down in Ontario for a 4th straight day, and 3 straight days in Quebec.

But while they’re resting, and the numbers people are resting… as many of you are as well… let’s look at things from a much bigger-picture point of view. Like, these days, the earth is also resting.

If you were to believe that the earth is in some way alive and/or conscious, you’d be making the interesting parallel these days that, as a living being, Gaia finally got sick and tired of the virus infesting Her and decided to vaccinate Herself. For the most part, the young people who had nothing to do with wrecking the place would be spared… but the older you are, the more responsible you are for the disregard and destruction and pollution and reckless abandon that have finally made Mother Earth say “Enough”.

Gaia doesn’t have to wipe us all out to heal Herself. She just needs to give us a bit of a wake-up-call, and not much of one as it turns out.

In the grand scheme of things, it’s interesting to note just how irrelevant humanity is to this planet. In a matter of mere weeks, there are changes occurring. The sky is more blue. The water is cleaner. The air is undoubtedly less polluted. People in Punjab can see the Himalayas. People in L.A. can see the Hollywood sign. If there was ever a sign that a little change can make a big difference, there you go. And for all of us thinking we’re wrecking the planet, we are… without a doubt. But if you think this planet can’t fix itself once humanity is gone, that’d be wrong. It can and it will, very easily. Our time on this earth is so irrelevant in Her own grand scheme of things, that… well, let’s explore it. Let’s start by talking about big numbers.

Let’s say you walk out of the bank with $1,000 in cash. It’s a collection of different bills… you’re not sure exactly how many hundreds or fifties or twenties, but it adds up. The teller counted it out in front of you. There’s a Starbucks next to the bank, so you pop in there and get that Pumpkin Spice Latte you’ve been craving. Yes, certainly by October, you’ll be doing this.

The PSL costs… whatever, you’re not paying attention. You give the barista a ten dollar bill and get back a handful of change… some Toonies and Loonies and whatever else, which you jam into your pocket. If someone at that point had asked you how much money you have on you, your answer would be “Around $1,000”. On your way out of Starbucks, there’s a homeless guy there. You fish into your pocket and give him a Toonie. How much do you have on you now? “Around $1,000” is still accurate.

You walk a block and there’s a shiny Loonie sitting on the sidewalk. Quick Karma repayment! You pick it up and put it in your pocket. How much do you have now? Yes, around $1,000… and if you hadn’t picked up that Loonie, the answer would still be the same… around $1,000. That Loonie is little more than a round-off error in your present grand scheme of things of how much you have on you. And that $1,000 is similarly related to a million dollars. If you have around a million dollars, adding or subtracting a thousand doesn’t change anything. It’s still around a million dollars.

I mention all that to create some context and scale between a number we’re all familiar with… a thousand is relatable in many ways. A million less so… we know it’s a lot bigger, but sometimes we don’t realize just how much bigger. And to keep going, when we hear about a billion, we maybe don’t quite realize how big that is. A million is pretty irrelevant when you’re taking about a billion. A million seconds is less than 12 days. A billion seconds is close to 32 years. Indeed, 3 million heartbeats is a few days. 3 billion is your entire life.

Let’s pretend we map out the age of the earth (4.5 billion years) as a long road — the Trans-Canada highway. And let’s walk it. We’ll start at Mile 0 in Victoria — a charming little park at the foot of Douglas St. There are some stairs down to the beach… those would’ve been Terry Fox’s last steps before dipping his artificial leg into the Pacific Ocean, had he completed his Marathon of Hope. Today is the 40th anniversary of the start of his heroic effort, so we’ll begin our walk down there, one foot in the water on our long journey to St. John’s. Each step to the east is one step back in time.

At this scale, each step is 5,800 years. One step out of the water and that’s pretty much all of recorded human history. In fact, by the time you hit the monument at the top of the stairs, that’s about 600,000 years. Humans haven’t been around that long. And we’re still really at Mile 0. The era of humanity is barely a rounding error, as far as the age of the earth is concerned.

Keep walking east, going back in time as you do… dinosaurs died out somewhere near Abbotsford… and only appeared somewhere near Kamloops. Mammals appeared somewhere around Cache Creek. And right around Golden, before you even set foot in Alberta, now we’re at 540 million years ago… that was the emergence of anything more complicated than single-celled life forms. And beyond that, there is a lot more time and distance. It’s all single-celled organisms until somewhere in central Quebec, and then, there ceases to be any life at all. Quite a journey. Canada is a big place. 4.5 billion years is a long time.

The point of all this… as much of a blip in the radar as humanity might be, and as much as the thought of Gaia being this living/breathing thing that Herself is sick… we fight off sickness by being healthier; by allowing our bodies to heal. By giving them the opportunity to do so. A vaccine doesn’t cure you; it allows your body to cure itself. A ventilator allows you to breathe, and it’s the processes beneath that, carrying oxygen-rich blood to your cells… which heal you. Anything that stirs your immune system into action, whether physical or just mental (placebos work for good reason).

So while the earth has temporarily kicked us all into a state of self-reflection and healing, we can see that it doesn’t take much to heal the bigger picture… and it also gives us an opportunity to find some sliver linings to this big cloud, because there are many. I’m as anxious to get back to the real world as you are, but already I can see some changes I’ll make going forward, and I’m sure many of you have as well. We’ve all been learning a lot about ourselves and our habits and what’s important and what isn’t.

I leave you with this… written by Kitty O’Meara, which will read like a prayer for those who are religious, and a like a poem for those who are not. Either way, beautiful words that make you think as you stare out at the sky on this beautiful day… whether out the window or from your balcony or porch or back yard… and yeah, the sky does look more blue, doesn’t it?

And the people stayed home.
And read books, and listened, and rested,
and exercised, and made art, and played games,
and learned new ways of being, and were still.
And listened more deeply.
Some meditated, some prayed, some danced. Some met their shadows.
And the people began to think differently.
And the people healed.
And, in the absence of people living in ignorant, dangerous, mindless, and heartless ways, the earth began to heal.
And when the danger passed, and the people joined together again, they grieved their losses, and made new choices, and dreamed new images, and created new ways to live and heal the earth fully, as they had been healed.

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By |2020-10-08T01:24:56-07:00April 12th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Science of COVID-19, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , |21 Comments
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Day 23 – April 8, 2020

Back in 2007, a friend approached me. He’d started a company some years earlier, and it had reached a turning point. We talked about what it needed to take it to the next level, and I saw enough potential in it to get involved. He was the CEO, he had a vision, and I shared it. OK, let’s do this. As part of it, I also brought in one of my closest friends, and together we built it from a handful of people to an industry leader. In reality, those two built it with their day-to-day hard work. I just threw in my two bits when needed. Early last year, we sold it to a much larger company. A very nice success story.

Yesterday, I had a Zoom call with those two. One of them is the former CEO. The other is the former president, but still runs what used to be our company as a subdivision.

And it wasn’t a great call… just an update to let us know that our acquirer, themselves now facing top-line revenues that were 15% of original projections, had to let a lot of people go, including many of the key people who’d help build our success story. It knocked our piece right back to 2007. The worst part of it was hearing the names… these great, talented people who’d been such an integral part of building this thing… all out of a job.

Also yesterday, I had a very nice chat with a reporter who covers horse racing. She wrote a very nice article which you can see directly below this post. As much as it was a discussion about me and these posts, it also got into a much larger discussion with respect to the horse racing industry and the people it employs… including her. A sports reporter without any sports to write about… now what.

Like so many businesses and industries and people these days, very few have worst-case scenarios designed to deal with zero revenue. A pub might have a great month because the weather was good and the patio was open and jammed with people enjoying the sunshine. Or what could have been a great April and May were not, because the Canucks missed the playoffs. The guys in the offices have lots of fancy spreadsheets where they plug in numbers and run lots of different “What If” scenarios. But none of them ever plug in zero at the top, because zero at the top means you don’t have a business. Unless you’re Apple, and sitting on hundreds of billions of dollars in cash, you’re presently in completely uncharted territory.

Having had that discussion about horses yesterday, I woke up this morning really missing it. This beautiful sunny morning, exactly the sort of day where in that parallel universe — the one where the Canucks clinched a playoff spot a few days ago and are preparing for round 1 — I’d be heading off to the backstretch at Hastings Park, where I’d park myself at the gap, the rising sun behind me to the East, and watch horses, some of them mine. The smell of the barns, the hay, the horses, the mud. The sound of distant hoofbeats getting louder as the horses approach, and then fade away as they round the turn. The sight of these beautiful animals in full flight, sun glistening and steam rising off their bodies. Words don’t do it justice… but if you’ve never experienced it, that might give you some idea.

And then there’s the people, of course. I miss that crowd… the backstretch of any racetrack is its own society, and for lack of a better way of describing it, a “flat” one. Whether you’re the wealthy owner writing cheques or whether you’re the hard-working groom who’s up at 5am mucking stalls, everyone is there for the same reason, that same passion. Anyone can — and does — talk to everyone else, at the same level. An eclectic collection of peers. But there is also a big difference… for me, this is just a hobby. For them, it’s their livelihood, and in some cases, their home. There is uncertainty at every level.

Those of you who think you’re considered to be nothing more than expendable little cogs in a big machine… I assure you, you’re not. Whether you were writing software or serving beers or mucking stalls… and now, for the moment, are not… there is someone, somewhere… in a cramped little office, after a sleepless night, stressed out looking at a scary-looking spreadsheet. That spreadsheet these days has a lot of red numbers. And that guy feels bad. Really bad. Not because he’s not rolling in the cash, but because he knows you have rent to pay and mouths to feed. He wishes he could do more for you, and in many cases, he does. He wants that light at the end of the tunnel as badly as you. He wants you back at work. He wants to have work to give you.

I think if I ever had to go to prison, and were given a choice…. one option is a 10-year sentence. The other, unknown: you might get out tomorrow. Or, you might never get out. Every day, the same thing. Maybe you’re going home today. Maybe you’re not.

Given what I’m experiencing today… indeed, what we’re all experiencing… I think I might go for the 10 years. That’s a dreadfully long time to be locked away, but at least you can wrap your head around it. Set goals, set expectations, figure out how you’re going to fill that time.

I think what a lot of us are feeling these days is the despair that comes along with the uncertainty. Tell us when we can get back to normal goddammit… just tell us. I get it, and I feel it too. I don’t have the answers either, but one of these days I’ll give my version of what I think that finish line looks like… because there is one… the when and how. It’s on the horizon, but nobody is quite sure how distant… yet.

For now, we’re here today, so let’s look at some numbers…

It wasn’t a great day out East, as far as numbers go… but it’s actually not as bad as the first impression might imply. Ontario saw an increase of 550 confirmed cases, which is a jump of 11.6% from the previous day… but the average increase over the last three days there is only 9.3%… and the 3 days before that were 13.1%. And the three days before that were 17.9%. While I’m at it, let’s do the same for Quebec… their 3-day average daily increase including today is 7.9%. Three days previous, 13.2%. And the three days before that, 17.3%. As far as trends go, this is exactly what you want to see. A one-day spike doesn’t necessarily imply a sudden, drastic turn of events. Indeed, here in B.C. we saw 45 new cases… which is the highest one-day increase in 5 days. But then again, it’s only an increase of confirmed cases of 3.5% over yesterday.

Everyone — just listen to your respective chief medical officers. And if you don’t like what yours is saying, listen to ours — she’s awesome, and she’s right. We’re doing it. It’s working. It’s not magic; it’s science. But we’re not there yet. Stay at home, physically isolate, and do your part… we’re getting there.

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By |2020-10-08T01:26:04-07:00April 8th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Science of COVID-19, Life in Vancouver, Sports & Gaming, Space & Astronomy, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , |0 Comments
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Day 22 – April 7, 2020

When Her Royal Majesty, Queen Elizabeth II, took to the airways recently to address her nation, it was only the 5th time in her 68-year reign that she had done so (other than to say Merry Christmas). And when I say her nation, I’m not just talking about the U.K., and I don’t just mean the British Commonwealth, whatever is left of it, though it’s somewhat eyebrow-raising to realize that she has been Canada’s reigning monarch for 47% of this country’s existence… but no, her nation is the world. When you reference “The Queen”, nobody asks you which queen you mean. We’re not talking about the queen of Sweden or the queen of Spain or the queen of Bhutan. Or Beyoncé. There is only one Queen.

The rarity of this sort of event underlines its importance. In time of war, in time of national mourning… when everyone needs a serious dose of encouragement.

Before she even opened her mouth, the picture spoke thousand words. The setting was like a glorious painting, liberally sprinkled with meaning. The bed of roses, because life is beautiful, but sometimes a little thorny. The single lamp, off in the distance — the proverbial light at the end of the tunnel. The blank slate; the future unwritten. The empty office holders — signifying the paralyzing of business — which one day again will hold pens, paper clips and postage stamps (no doubt with her ubiquitous silhouette).

Then there was the Queen herself, looking radiant and royal and confident in green — the colour of nature and Spring and renewal. Her trademark pearls. I looked up what turquoise might represent, because that was the stone at the centre of that incredible brooch: Healing, love and protection. Perfect.

And, of course, there is what she said. The final sentence of her address was this: “We should take comfort that while we may have more still to endure, better days will return: we will be with our friends again; we will be with our families again; we will meet again."

It’s hard not to read that in her voice. Strong, powerful words, spoken with an accent that exudes class and elegance to a level we can only hope to achieve. Those familiar with the history of World War II (and/or the music of Pink Floyd) will recognize the reference to Vera Lynn at the end of it; the war-time song that kept them all together during those darkest of times: “We will meet again”.

Indeed, it’s been a brutally difficult few years for our friends across the pond. Long before this pandemic hit, they were wrestling with Brexit… an enormously complex problem that has no Plan B. It simply can’t be allowed to fail because nobody is sure what that would look like, but they all agree it’s ugly. Very. And in the midst of trying to push it over the finish line, oh, let’s throw in a global pandemic and see how that affects things. The answer is… not well.

There’s a lot to learn from the U.K.’s COVID-19 experience, because their attitude was initially quite different, and its effects are worth exploring.

Their initial assumption that this was just a bad flu that would course its way through the population eventually (and hopefully quickly) establishing herd immunity. It was thought that this would only harshly affect elderly people, and that people whose age was below a certain threshold might get affected, but they’ll get over it, and there’s really no reason to panic because as long as we isolate those at risk (elderly, immunocompromised, asthmatic, diabetic, etc), this shouldn’t overwhelm the medical system.

By the time that attitude was course-corrected and social distancing imposed, things were already launched in a worrying trajectory. This was far more virulent and serious than initially thought. The lockdowns are now in place and how it plays out remains to be seen, but those critical few days of “not a big deal” and people going about their business… have made a big difference. Prime Minister Boris Johnson, the fearless leader (and the man tasked with delivering Brexit) was proudly going about shaking hands with people, including those in hospital… only a few weeks before his own positive test. Today he finds himself in the ICU of a London hospital, battling for his life.

Closer to home, where we are all taking social/physical distancing seriously (right?), especially this long weekend with its good weather and where even though there are holidays coming up that are usually big family gatherings, we will do all that remotely (right?) — as Dr. Henry and Mr. Dix keep hammering home, we are in the midst of this. And we are succeeding. They don’t want to come right out and tell you that, but I will. Barring a significant very-out-of-left-field sort of thing, we are looking very good here in B.C. But what sort of thing might that be? Glad you asked, because it’s exactly what they’re telling us… if you go out these coming days and pretend things are ok, and you hang out with family and/or you visit the family cottage, then guess what… things can go from great to gruesome in a hurry.

Our dynamic duo always talk about the coming weeks, but we all know we’ve been cooped up for longer than 14 days, so what’s the deal? The deal is this… if you think things are so good right now that we can just get back to normal, what will happen is a sharp increase in cases starting… well, starting shortly after the long weekend and extending to 14 days past that. And if that happens, if just a few people let up, it can make a big difference. The actions of the coming weeks will make all the difference.

Listen to The Queen. Hang in there. After much to endure, there’s a finish line. We will meet again.

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By |2020-10-08T01:26:05-07:00April 7th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Science of COVID-19, Life in Vancouver, Philosophy, Art & Literature|Tags: , , , , , , , , , , , |24 Comments
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Day 18 – April 3, 2020

By now, we’ve all settled into some sort of routine… or, at least, the intention of one. 3pm-5pm is my “Corona time” — not because I sit back to enjoy a refreshing Mexican beer (and my preference would be Guiness anyway), but because I’m trying to give this aspect of my life a limited and structured block of time. I listen to the provincial 3pm update from Dr. Henry and Mr. Dix while digging through articles and messages I’ve received, updating numbers, and writing this… and 10 seconds after posting this, shortly after 5pm, I try to forget all about it for the next 22 hours. Much easier said than done, but distraction helps.

If you’re reading this post on Facebook, then you have at your disposal the technology to distract yourself in isolation forever… with endless books, music, videos, movies… all at your fingertips. Distract yourself to your heart’s content with all of that… or just send memes and pictures of cute cats to your friends; whatever keeps your brain in a happy place.

And, of course, connect socially — not physically. You know, of all the whacked-out conspiracy theories I’ve heard — and I’ve heard many — if I had to believe one, it’d be that this virus was created by the people who are behind the Zoom software.

To Zoom’s credit, they took advantage of this situation very intelligently. Luck = preparation + opportunity, and lucky they were… but also smart. They announced that their software would be unlimited and free for educational purposes. Every school jumped onto it. They also made it free for everyone, sort of. Up to 100 people can communicate for free, for up to 40 minutes. It’s genius, because if you manage to get a large group together for free for a 30-minute meeting… and the meeting invariably drifts toward that 40-minute mark, the hassle of hanging up and starting over is superseded by the simplicity of just signing up. Somebody on that call will sign up. We are all signing up in droves. And above and beyond all of that, they understood where the “friction” was, and removed it. Setting up a conference is easy. Joining one, even if you’ve never done it, is simple. Jump through a couple of hoops and you’re in, and once you’re in, the next time is trivial. The days of tying up the first 15 minutes of any videoconference with “We can’t see you” and “I see you but can’t hear you” and “How do I unmute this” and “It won’t install” and “What’s the admin password” and “I’m getting an error… wait…” and so on… those days are over.

A company that many of us hadn’t even heard of a month ago is now worth close to $40 billion. And for those that know what it means, has its shares trading with a P/E ratio of 1,500. For comparison, Amazon’s P/E is 80. Apple’s is 20.

Whether it’s Zoom or whatever else you many be using, this has radically changed the way we socialize and, to a great extent, I find myself Zooming with people I haven’t seen in ages. Like, there is a particular group of people I’ve been hanging out with, on and off, for over 30 years. Before the internet (as we know it) existed, we were a bunch of geeks who connected via modems… which ran at speeds so comparatively low to what we have today, you’d think we’re kidding. We used to go for burgers and beers every week, but as people grew up and evolved into real lives, those meets got few and far between. But guess what we did last week — got together on Zoom, geeked out discussing technology, asked a lot of “Remember that time when…” questions, watched a bit of Demolition Man together, and watched each other eat burgers and drink beer. It was wonderful. Guess what we’ll be doing every week.

Yeah, it’s not the same, but how lucky we are that we have this technology to stay connected. Let’s milk it for all it’s worth. A virtual hug is nowhere near the same as a real one, but it’ll do, for now. Stay at home and reach out to all your friends and consume the gigabytes of free data being generously offered to us by our internet providers.

Back to today… this post didn’t talk a lot about numbers, because around here… B.C., and Canada in general — we’re in this sort of “hurry up and wait” phase. As optimistic as the B.C. numbers look, it’s exactly not the time to take our foot off the collective gas pedal. Don’t go dancing in the streets. Dance all you want in your living room. And if you’re don’t remember why, read yesterday’s post. Once the weekend numbers have settled down early next week, we’ll see where we’re at, and by then, there will be plenty of trending data to discuss. But don’t worry — even if I have nothing meaningful to say, or what I say seems to be irrelevant… the numbers and charts always have something to say and I’ll keep posting them daily while we’re all here.

And finally, in other news… I visited my car for the first time in a couple of weeks and found a 2-week-old Starbucks Iced Latte there. The mold/fungus/bacteria/whatever-the-hell-it-was growing in there may well have held the cure for COVID-19… but we’ll never know.

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By |2020-10-08T01:26:06-07:00April 3rd, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Science of COVID-19, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , |16 Comments
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Day 11 – March 27, 2020

To circle back a bit on something I said yesterday… with a bit more detail…

The incubation period of a virus (which is up to 14 days in this case) indicates the period of time where someone might be infected, but not show any symptoms. Some viruses can be contagious during that time… as is this one.

In B.C., we were told to go home (and stay home) sometime around March 16th — 11 days ago. It was a bit of a loosey-goosey following to begin with… but it tightened up a few days later… 19th or 20th. Let’s call it 8 days ago.

With an incubation period of max 14 days… and without a serious lockdown until 8 days ago, we have a trailing 6 days where we were all going about our daily business, feeling fine and possibly not too concerned about the possibility of either passing this off or getting this from — someone else. Unfortunately, during that time, both of those things could have happened.

Which means, at this moment, we have this big unknown for the next 6 days… where we might see a spike in cases. The degree of that spike remains to be seen. That’s the potentially bad news.

The potentially good news, however… is that not all cases take to the last minute to show up, so we can learn a bit about what’s happened so far. During these 8 to 11 days of isolation, cases have certainly shown up… and our (for the moment, and hopefully forever) very capable medical infrastructure has been dealing with them.

Also, every single case that developed during that time in (proper) isolation, infected, at most, the people isolated around them. Let’s say that person is isolated in a home with 2 others. The N went to, at most, 3N.

What would have happened if that person were wandering around, not isolated?

R0 (“R nought”) is the number assigned to describe on average how many people someone who’s infected is likely to themselves infect. COVID-19 seems to have a R0 of around 2.2.

So… that one person, instead of infecting just those closely around them, might be outside somewhere infecting 2 or 3 random people. And those people might each infect more people. And if that’s happening every few days, after 3 weeks, that’s repeated 7 times… and now there are 250 cases. All from that one person, if they, and everyone else below them, infected an average of 2.2 others.

That is exponential growth. That is that scary growing curve we’re seeing in many places, like the U.S. That is why you always try to pay-off your entire credit card. That is why you try to keep your money where it’s earning interest that’s compounding. That’s why you’d better know what you’re doing if you’re breeding rabbits. And that is why physical isolation is so ridiculously important… and, when done correctly, effective. One person can make a colossal difference.

Guess what — that one person may have been you, and you didn’t even know it because you never developed symptoms. But by being responsible and staying isolated and not passing it along to someone else… well, one or more of those 250 could have developed serious (even fatal) symptoms. But they didn’t, because you’re doing the right thing. You may actually have saved a life.

And a bit of further potentially good news… at least here in B.C., there is most definitely a flattening of that curve. The numbers are certainly growing, but the growth is linear, not exponential. Like that N that turned into 3N instead of 250N. It’s growing, but not as steeply as the scary scenarios. Including a spike of 83 new cases 11 days ago, the average increase in cases in B.C. during that time has been 63 daily. Today was 67. Yesterday was 66. That yellow line is so linear you can put a ruler to it. For now.

As for all of Canada… well, there’s a definite separation between us and the U.S. We have had 4 straight days of decreasing growth, on a percentage basis. For now, that national curve is also flattening, and gapping notably with the emerging disaster south of the border.

I find myself saying “for now” a lot, and it’s because we’re dealing with a lot of unknowns. Like what the next week may bring. But if you want to be cautiously optimistic, it would appear that just one week of physical isolation is having a very measurable, positive effect.

And if that is the case, now is the perfect time to not go out rejoicing in the streets. The thing to do is what you’re doing. Stay home. What else are you going to do, anyway… it’s rain for the next several days. Yay Vancouver weather!!

That’s it. It’s not too much to ask. You’re not being called to charge Vimy Ridge. You’re not being called to storm the beach at Normandy. You’re being called to sit on the couch and watch Netflix. I have all the faith in the world you’re up to the task.

 

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By |2020-11-08T17:11:10-08:00March 27th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Life in Vancouver, Philosophy, Art & Literature|Tags: , , , , , , , |0 Comments
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