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Day 69 – May 24, 2020

No updated numbers for B.C. today, so, as usual… I’ll make an intelligent guess and fix it tomorrow.

So let’s talk about yesterday’s numbers, and let’s begin with the old “5 blind guys and an elephant” parable. The premise of it is straightforward… these 5 guys have never encountered an elephant, and each reach different conclusions about the different parts of the elephant that they touch. The guy who grabs a leg describes it like a tree trunk. The guy who grabs the tail describes it as a rope. The guy who grabs an ear describes it as flat and floppy. The other two guys… one grabs a tusk, the other grabs the trunk. Their interpretation and discussion with each other is outside the scope of this post; we’ll leave Freudian experts to discuss their conclusions.

The moral of the story actually changes, depending on what lesson you’re trying to teach. Maybe that vastly differing opinions are all justified when talking about the same subject, like someone else’s opinion is just as valid. Maybe that sometimes, we’re fighting about the same thing. Maybe that we need to question our method of questioning. In some versions, the guys aren’t blind; just in the dark. But once they’ve “seen the light”, they all agree.

Let’s go with something like that… the guys aren’t blind, just initially blindfolded… but were convinced by their first impressions, especially because they went around telling everyone, and in doing so, convincing themselves that their version was “the most correct”. Indeed, even after the blindfolds were lifted, and they could see the big picture, they still clung to their beliefs… perhaps since they were already so invested. And, to add a bit more to it… once they could see, they realized that they were actually in an elephant park… with lots of different elephants. And, all of the elephants had been given names… of places, like in that series “Money Heist” (side note: watch Money Heist, and watch it in Spanish, with subtitles… incredibly good.. it’s on Netflix).

So these elephants… there’s one off in the distance… her name is New Zealand. She’s tiny, but looks very healthy. There’s one called Canada, who is really big and, for the most part, looks ok — parts of him looks much healthier than other parts, but he’ll be fine. There’s an elephant called United States… poor thing is really beaten up and needs to rest, but some trainer has a rope around him and is literally trying to drag him onto his feet.

But the elephant these guys had all initially touched and reached wildly different conclusions about… his name is Sweden.

Let’s pause here and be perfectly pragmatic. Without any opinion yet, here are some numbers, and a bit of comparison… of two places in the world where lots of people insist things are going really well: Sweden, and British Columbia. Starting points can be arbitrary, but for what it’s worth, both places had the same number of known cases (7) on Feb 27th. Sweden accelerated upwards far quicker than BC, and here’s where things are at, as of yesterday:

Population: BC 5.1M, Sweden 10.2M (2x)

Testing rates: BC 21.6 people out of 1,000, Sweden 20.8 (~same)

Known cases: BC: 2,517, Sweden 33,459 (13.4x)

Deaths: BC 157, Sweden 3,998 (25.5x)

Active cases: BC 303, Sweden 24,490 (81x)

Resolved cases recovery: BC 92.9% recovered, Sweden 55.4% recovered

Resolved cases deaths: BC 7.1% died, Sweden 44.6% died

Last 3 days: BC +40 positive tests, Sweden +1,665 positive tests (41.6x)

Last 3 days: BC 7 deaths, Sweden 161 deaths (23x)

I was chastised for stating somewhere that Sweden is letting their old people die. OK, I will clarify… they’re not letting their old people die; they’re letting everyone die. And by that, I simply mean they’re letting the virus run its natural course through the population, taking down whoever is unfortunate enough to contract the serious symptoms that might show up. The demographic profile of who’s actually dying is similar in both places, it’s just that for every elderly BC resident that passes away, 25 pass away in Sweden. That is the cost they’re willing to bear to keep the economy going, and there are undoubtedly people who’ll look at all of that, the same elephant I’m looking at, and come to a completely different conclusion as to what’s success and what isn’t. At some point, this is purely about opinion. The numbers speak for themselves, and you’re free to interpret them however you wish.

Yes… the measuring sticks of success are different, for different people. I don’t like to dwell in the purely pragmatic world, because it leaves out many things I consider very important and are part of my core values. Purely pragmatically, if you’re worried about economics, letting old people die makes sense. Same for sick or disabled people. The moment that the carrying-cost of someone’s existence outweighs the benefit, economically, to society, we’re throwing money away. Care homes? Wheelchair ramps? Braille on signs? Feeding into old-age pension plans? Think of all the money we could save.

A little over 80 years ago, around 1,000km south-west of Stockholm, there emerged a madman with that sort of agenda. Off he went, trying to rid his society of who and what he deemed undesirable, in the name of his version of the greater good. I wonder if perhaps the deep personal attachment I have to that particular historical event skews my objectivity, but on the “lives vs. economy” scale, I am very heavily tilted towards the “lives” side. Notwithstanding that without lives, you don’t have an economy anyway.

The few family members who managed to survive The Holocaust came out of it with very little, except each other, and that’s what I keep thinking about when this discussion comes up. Lives and family first, economy second. Elephants never forget… and when it comes to this, neither do I.

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By Horatio Kemeny|2020-10-08T01:23:10-07:00May 24th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics|Tags: Testing, Spain, South, Sweden, Virus, Canada, New Zealand, British Columbia, Numbers, Economy, Deaths, Parable, Population, Money, Question|0 Comments

Day 64 – May 19, 2020

These little walks down memory lane, like yesterday’s piece on Mt. St. Helens, always seem to stir up something else… that I likely haven’t thought of in ages. Indeed, yesterday’s piece started off about a Sunday morning, with me describing how I was just sitting there reading… and nobody has asked me what I was reading, but I will tell you anyway… it was the stock-exchange listings from the previous night’s Vancouver Sun. And if you’re wondering why is an 11-year-old kid was reading stock prices on a Sunday morning 40 years ago, I’ll tell you…

Our grade-6 teacher had created a very cool one-month project. We would all get to buy and sell stocks, all starting with a virtual $1,000, and he would track it on a big chart in the classroom. Every day, we would submit our “trades” — buy this many shares at this price, sell this many at that price. He would do the math and track everyone’s profit/loss. We would submit our trades every morning, along with where we’d gotten the price — The Vancouver Sun or The Province.

There wasn’t really much research that could be done on it… at best, you’d have day-old news to contemplate, and anyway, we were in grade 6… who’s doing any sort of real research, and even if we did, to what end… whatever we might come up with would already have been built into the stock price. But it was a fun exercise, and of course, it grew very competitive, watching everyone’s graph-lines wiggle up and down from day to day. For the most part, people were picking stocks by names that sounded good, or maybe familiar. By the end of two weeks, a few lines had started to separate upwards… and I wasn’t one of them, and it was bothering me. And it didn’t seem like lucky guesses. These guys knew something.

As it turns out, indeed they did; their fathers were stock-brokers or somehow involved in business where they had access to better information. My dad was a mining engineer, so at best he suggested a few mining companies that were exploring for gold… but they weren’t going anywhere in a hurry. I needed to find an edge.

Arbitrage is the simultaneous purchasing and selling of an asset, where the buy price is lower than the sell price, so the transaction generates an instant and risk-free positive return. The most common place where this takes place is financial markets, where, for example, a certain stock may be listed on multiple exchanges. If you have instant access to both markets and notice that shares of ABC are offered for $10⅛ on one and being bid at $10⅜ on another, you buy the cheap one, sell the expensive one, and deliver the cheap ones to the guy that bought the expensive ones. This all happens instantly, and while making ¼ on that transaction may not sound like much, it certainly adds up when you do it 1,000 shares at a time, multiple times a day. There are armies of supercomputers trying to do this continually, all day these days, and to some extent, that serves a useful purpose… it keeps prices in check. As soon as an opportunity arises, some arb grabs it instantly, and the advantage is gone.

And what I had stumbled upon a few days earlier was this… perhaps an opportunity for manual arbitrage, though at the time, I did’t even know that word… all I knew was that, on the same day, the prices listed in The Vancouver Sun were different than The Province. Why?

As it turned out… The Sun was an afternoon paper… it’d always show up around 5pm. The Province was an early-morning paper, always there by breakfast. In our home, we got both. And here was the thing…. by the time The Sun needed to go to print to make it for afternoon deliveries, the stock markets weren’t closed yet. The price listed in The Sun was the day’s mid-morning price, taken at… 11am? Noon? Not sure, but certainly well-before the 1:30pm market close. The Province the next morning had the closing prices from the previous day… and so, differences in price. And by scouring for prices that were higher in The Province, I could “buy” them with yesterday’s lower price and hope the upswing held long enough that I could “sell” them at a higher price. Not all stocks that went up in that last hour of trading stayed up, all through the next day, in time to sell them… but something like 80% of them did, which is staggeringly-high, well-beyond any typical financial wizardry from even the best analysts.

My wiggly line started heading north pretty quickly after that, much like the Mt. St. Helens ash plume… and with almost as much vertical force. Within a week, I’d caught up to the competition…. and just kept rolling… which led to the teacher asking me to stay after school that next Friday. “OK, what’s going on here?”, he asked. Of course, I couldn’t keep my mouth shut… I was so proud of being so clever and figuring out this loophole. I spilled everything. “Do you think that’s fair?”, he asked me… and my simple question back was, “Is it against the rules?”

From there, we had an interesting discussion about The Rules vs. The Spirit Of The Rules. What rules? The stock market is a game where you’re trying to win, and to win, you have to out-think someone else. Where in the rules does it say I can’t do this? Yes, I realize this isn’t possible in reality, but this is not real. It’s a game, and I found a better way to play it.

And after that, although I think he was impressed by my resourcefulness, he changed the rules. All trades must be submitted in the morning, using that morning’s quotes from The Province. End of advantage, and I ended up losing because one of those other guys sold everything, and put it all onto one particular stock which shot up on the very last day. Because asking daddy for inside information is ok, but figuring out how to play the game better… is not. Yes, I’m still bitter.

So… there are rules.… some rules, archaic and irrelevant, are meant to be broken. Some rules, for the greater good, need to be adhered to. Then… there’s that grey area of bending rules. Today, here in B.C., the rules have changed. We have had rules in place for more than a couple of months, and they have served us well. So well, that many people will insist we never needed them, and that is very wrong. Either way, as of today, with our rule changes, it’s one step forward towards a return to normal.

On the assumption that the people who make these rules know what they’re talking about — and, given their success, they certainly do — we should follow them. Indeed, our local rules and implementation thereof have become a model not just for Canada or North America, but the entire world. For populations of 5 million plus, we are number one. I would really love to see us stay there. Some people will break those rules. Some people will bend them… but I suggest, let’s try to stick to them. And if you think you can’t stick to the rules, at least consider the spirit of the rules. It’s not just about you. The stakes are a lot higher than those wiggly lines on a large paper chart from 40 years ago. Look at the wiggly lines on the charts attached to this post, especially the yellow one. Especially today. That is success. That is a win. Let’s all do our part to keep it there. Let’s keep rolling.

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By Horatio Kemeny|2020-10-08T01:24:23-07:00May 19th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Science of COVID-19, Life in Vancouver, Sports & Gaming, Philosophy, Art & Literature|Tags: British Columbia, Game, Business, Hope, School, Question, Math, Canada, Research, News, Vancouver|0 Comments

Day 61 – May 16, 2020

In 1966, a researcher (Gordon Stephenson) conducted an interesting experiment. He put 5 monkeys in a locked room. There wasn’t much in the room except a sort of ladder in the middle of it. At some point, he lowered a bunch of bananas within reach of the top of the ladder, and eventually, one of the monkeys noticed them and scampered up the ladder to grab them… as soon as the monkey touched the bananas, he (and all of the monkeys) were sprayed with cold water. This caused quite a frenzy, as you might imagine. Eventually, after they’d calmed down, another one of the monkeys decided to try his luck, ran up the ladder… and was met with the same fate. Cold shower for all of them. The disgruntled monkeys eventually learned that maybe it wasn’t worth it.

Then, one of the monkeys was removed, and a new one was placed in the room. And that monkey, as soon as he saw the bananas, made a move towards climbing towards them, but was quickly subdued by the other monkeys. He must have been confused, so he tried again, but again, was jumped by the others.

Then, another one of the monkeys was removed and a new one put in his place. As expected, the same thing happened. And, quite interestingly, the monkey that’d never even been sprayed joined in the ruckus, helping keep the new monkey away from the bananas.

And then this happened a few more times; a new monkey would be cycled in, and get beat up for trying to reach the bananas… by all of the others. Eventually, all of the monkeys that’d ever been sprayed had been replaced, but the behaviour continued. If you’re less than civilized, and just want to fit in… indeed, by virtue of needing to survive, you have to fit in… you just go with the crowd, even if you don’t understand the behaviour.

If monkeys could talk, and you’d ask them what’s going on… why aren’t you letting anyone reach those bananas… their answer might be, “That’s just the way it is”.

Apart from being a great song by Bruce Hornsby — a song that instantly comes into my head when I hear those words — those words, throughout history, have been used to “excuse” some pretty inexcusable behaviour. It’s not a far leap from there: “I was just following orders”.

Throughout my life, I’ve had a problem with those words, when things just don’t make sense. It’s a fallback for when someone doesn’t want to take responsibility, even if they know what they’re standing behind doesn’t make sense.

Off the top of my head, an example that I thought of when I was writing about Copiapó a couple of days ago… it sounds like the start of a joke, but here’s the question — how many people does it take to buy a box of band-aids in a pharmacy in Northern Chile? Here’s how it works….

You walk in, and go to the counter, where the pharmacist asks you what you want. Pretty much everything is over-the-counter, even things that around here you’d just grab. Interestingly, many things for which you’d need a prescription around here, like antibiotics, are also simply over-the-counter.

Anyway, he pulls out a box and shows it to you. You confirm it. But he doesn’t hand it to you. Instead, on a little piece of paper, he writes down “Bandaids 100 pesos”. You take that little piece of paper to the cashier, who is actually at the back of the store. While you’re going to the cashier, the actual box gets handed from the pharmacist to a runner, who makes his way over to an area called “packaging”, and hands it over. There, someone will wrap it up like a gift, with paper and tape. While it’s being wrapped, you pay for it, and the cashier will stamp your little piece of paper with “paid”. By then, the package (via runner) has made its way to the person near the front of the store, near the exit… in the area called “pick-up”. You show up with your “paid” receipt, they rip the corner off it and give you your wrapped package… and you’re on your way. Pharmacist, runner, wrapper, cashier, pick-up. It takes five people to sell you a box of band-aids. It’s ludicrous, infuriating and takes forever because inevitably, one of those stations is a choke-point. If the pharmacist is busy talking to someone, you wait… while the other people twiddle their thumbs waiting for something to do. Or someone is having problems paying… log-jam at the cashier.

But the one that really made me lose it once was when they jammed-up at the wrapping station, because someone was demanding separate packages for a number of things. There were people ahead of me, and my three items we back there somewhere, not getting any attention for a while. I tried to speak to someone, to tell them to just give me my toothpaste, soap and shampoo… but no, I’m sorry sir, it has to be wrapped. I don’t need it wrapped; just give it to me. Sorry sir, we can’t. Why not?! This is ridiculous!! “That’s just the way it is.” Aggghhhh.

Whenever we’re in a situation that’s new… unplanned… unforeseen… when people start making up their own rules — that’s when you start getting a lot of this. When people start behaving like uncivilized monkeys and falling back on the excuse that everyone else is doing it, so why shouldn’t I… well, great example from around here was the Stanley Cup riot of 2011. That event made criminals out of a lot of people who otherwise probably wouldn’t be. And I’m not talking about the handful of actual criminals who got things going; I’m talking about the teenagers caught-up in it, simple Canucks fans suddenly seeing a smashed-in window to one of their favourite stores… wandering in and stealing something… because, well everyone else is doing it and I don’t need to understand it, right? As long as we’re all doing this together, it should be fine, right?

No — not right. I’m saying this today because of what society may look like for a while, with people choosing what suits them personally, and falling back on just shrugging their shoulders. We all paid for the aftermath of that riot, and we will all potentially pay for being a little too individual and self-serving. If there was ever a time to think a little more “big-picture” than usual, it’s now. Your actions may affect a lot more than just you. Let’s remember, we’re all aiming towards the same desired outcome… it’s much easier to get there together, right? That’s just the way it is.

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By Horatio Kemeny|2020-10-08T01:24:24-07:00May 16th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Travel Stories, Sports & Gaming, Philosophy, Art & Literature|Tags: Remember, Question, Understand, Chile, Imagine|17 Comments

Day 54 – May 9, 2020

Especially these days… you know what’s worse than no WiFi? Crappy WiFi. Where the email kind of crawls in, but the attachment is now stuck and won’t refresh. Where you swipe down on Instagram, and it just hangs there forever. Where the webpage only half-loaded and managed to lock-up the browser. Where you need to get onto that Zoom meeting but it won’t connect. Or when it connects, you’re getting two frames per second and your face looks like the guy from Minecraft.

Such has been my day, trying to do all of this… outside! But the trade-off in quality and quantity of this post is offset by all the glorious sunshine I managed to absorb, so we’ll call it even. And ZoomHanging with some friends, some of whom I hadn’t seen in 10 years.

But I should point out that I did my outside gig — at home, in my yard, where social distancing is imposed by fences, hedges and the laws that apply to private property. Unlike some of the pictures and videos I saw from yesterday evening.

A stunning sunset by any definition, the sort where last year we’d all run down to English Bay or Spanish Banks and soak it all in. Except that this isn’t last year and things are a lot different. Or, should be a lot different, but judging from what I’ve seen of last night, there is a large part of the population that seems to have had enough, and to hell with restrictions and social distancing and everything else. It looked like the typical crowd getting ready to see the fireworks. It looked like a lackadaisical attitude of “We’ve had enough” coupled with “I’m young and healthy” coupled with “Even if I get this, outcomes around here are exceedingly optimistic” coupled with “I probably had this already and am immune.”

The combination of that will lead to — well, I have no crystal ball. We seem to have been spared the worst of it, around here, for now. It doesn’t take a lot to radically change that, and this entire thing is evolving very differently all around the planet. We’re doing very well around here — a world-class example when measured against other comparables — in fact, in populations of 5 million or greater, we are amongst the best on the planet, if not number one. This is the sort of false confidence that can lead to real trouble as the Summer drags on, as the heat sticks around, as the curve stays sort of flat but… annoyingly, still new cases popping up… and then the fall hits, and the second wave that’s looming on the horizon… which everyone seems to agree will be bad in some places. The question, of course, is where.

I have been following South Korea from the start; they are a good model to follow, and if you’ve been looking at my charts for any period of time, you’ll have seen that black line flat, and far below everything else. Five days ago, their new test-positive counts were +3, +2 and +4 for a few days. And in the last two days, they’ve been +12 and +18. They’ve had a flare-up, which started in a nightclub or two. South Korea, from the start, has managed things with massive testing and contact tracing, so it will be interesting to see how well they can contain this. Hopefully it flares down as quickly as it flared up. In a perfect world, it’ll get squashed right down, but… nightclubs? A hot, enclosed environment where people are sweating and breathing heavily in close proximity? We shall see.
 Unfortunately, as we well-know, there’s a 14-day lag to know for sure. That’s in South Korea, and that’s also around here. We won’t know what effect, if any, the beach-crowding from last night will have. Or, tonight’s expected beach-crowding. Or tomorrow’s. Or next weekend’s long weekend. The problem with that is that neither outcome is great. If nothing bad comes of it, as in we don’t see a big rise in numbers, that will empower the “See? No big deal” crowds and it will become harder and harder to convince people to stick to it… and when people stop enforcing upon themselves what’s in the best interest of the greater good, we all suffer the consequences…. especially when September/October and the possible second wave all roll in.

Or, these numbers do generate a visible spike in positive tests… in which case the business re-openings and social relaxations… the phases 2, 3 and 4… all get pushed back until we have numbers which align with when those things should happen. And if you want to see what happens when rules get relaxed when the numbers aren’t where they should be, the U.S. will be providing many examples in the weeks to come.

For now, great day all across Canada… declining numbers everywhere… but now is not the time to irresponsibly give back all we’ve gained from all the sacrifices we’ve collectively made over the last couple of months. It seems a lot of people don’t understand that and/or don’t care. The effects of that remain to be seen.

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By Horatio Kemeny|2020-10-08T01:24:26-07:00May 9th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Humour, Philosophy, Art & Literature|Tags: Fact, Business, Population, Question, Testing, South, Spain, Understand, South Korea, Numbers|9 Comments

Mr Mercer – Day 52 – May 7, 2020

There is a Canadian alternative rock band from Tsawwassen called 54-40, named after the longitudinal line of 54’40°… where in the 1840s, U.S. President James Polk wanted the border. That whole dispute is a long story on its own, but suffice it to say, “we” won — otherwise, places like Prince Rupert, Terrace, Prince George… and everything south of that — would be American territory. A tiny part — the southern tip of the Alaska Panhandle — is all that’s left of that line.

That 54’40° line is very far north of Tsawwassen, but just south, literally bordering it, is the 49th parallel, the agreed-upon resolution to the aforementioned dispute. Another long story, but the short of it was that west of somewhere, the 49th parallel would define the Canada/U.S. border. It was a lengthy back-and-forth, and pretty-much the last thing settled was the exception of the southern tip of Vancouver Island. Before that, the border sliced right across it, but that didn’t make a lot of sense, and it was the final concession granted. But nobody noticed till after, the tiny (less than 5 square miles) little peninsula that’d been chopped off and isolated… and when they did, they just decided to leave it for another day. Probably the U.S. would just cede it back to Canada, and that would be that, right? Wrong.

And that is why there is a tiny U.S. enclave, completely landlocked by Canada. It has an official border crossing, and while its residents are officially living in the U.S., it’s Canadians who make up the vast majority of visitors, to buy cheap gas and access “Suites” (really, just P.O. Boxes) to take delivery of items that won’t ship to Canada, but will to the U.S. Ironic, of course, is that all of those goods must go through Canada to get there.

Way back when, that border crossing was little more than a formality. Those 54-40 guys rode their bikes in and out of there and barely waved at the border guard. You could go down to the beach, draw a line in the sand, and jump back and forth between countries. Before 9/11, you didn’t need a passport. And while technically, you’re supposed to declare everything you buy down there, apart from liquor and cigarettes, nobody cares. But, on that note, funny story.

At some point in the late 80s, I was flying down to Chile to visit family. My uncle and aunt who lived down there smoked a very unique brand of smokes that was only available in the U.S., so he asked me to bring him “as many as you can”. I told him that it would be way over the limit and the duty on it would be ridiculous, but he said not to worry about it. He’d pay me back everything. And furthermore, if I did it right, I could get those duty payments back when I left the country with the cigarettes.

So a couple of days before my flight, I headed down to Pt. Roberts, went to that one big gas station/store and picked up all of the “Now” brand menthol cigarettes they had. Seven cartons (not packs — cartons) — so 70 packs of cigarettes. I think 1,400 cigarettes is probably over the “out of the country for 20 minutes” limit, but I had no intention of smuggling them — I was going to be paid back, whatever it was.

The look on the guy’s face was pretty good though… anything to declare? Yeah, cigarettes. How many? Seven cartons. That got him to sit up straight. He made me pull over and get out. He looked at my backseat, packed with cartons. He looked at the receipt. He told me to come inside. So I went into his tiny hut. There was a hockey game playing in the background, on a postage-stamp-sized black & white TV. His first question was, “What are you doing?”

I explained the whole thing to him, how I’m happy to pay the duty, how all of those cartons would be leaving the country in 48 hours, how I don’t mind paying, but I want to make sure I can get that money back. Yes… he said, that’s all correct. OK.

He pulled out a huge stack of paper. He let out a big sigh. On TV, Tony Tanti scored a goal. He picked up the pen, put it down, looked me straight in the eye and asked, “Do you promise me you’re taking all of these out of the country?” “Yes!” “Ok, get out out of here”.

Apart from the technicality of it being part of the U.S., it may as be Canada. This friendly American enclave is a great place to “live” in Canada but still “live” in the U.S., if you know what I mean. For residency purposes, many Canucks and Grizzlies have lived there.

Back in grade 10, a new band teacher showed up — Mr. Mercer — fun, jolly American guy, who lived in Point Roberts, worked in Vancouver, and proudly announced how he paid taxes in neither. Music was a big part of my life, so I spent a lot of time in the band room, and was having lunch there one day with some friends when a couple of guys in dark suits showed up looking for Mr. Mercer. I guess they eventually found him, because he was never seen nor heard from again. Staff wouldn’t talk about it, except to say he’d had some legal issues and wouldn’t be back. Nice guy — I hope the Club Fed he was thrown into wasn’t too bad. And as an interesting coincidence, to loop things around, a few of those school bands I played in was alongside a guy called Dave Genn… who in 2003 joined 54-40 and has been their lead guitarist ever since.

And speaking of looping things around… way back in the day, we used to go down to Pt. Roberts to a place called The Breakers… it was a happening place in the early 90s — always a fun experience. I was usually the designated driver for such outings, but on this particular night, I’d had a bit too much… so someone else took the wheel. We all piled into the rickety VW van for the trip home, being loud and obnoxious as you might imagine, but as always, getting quiet at the border. We drove up to the border crossing little hut, that night inhabited by a tired-looking near-the-end-of-his-career border guard. The old guy stuck his head in the window and looked back at us, all staring at him.

“You boys been drinking?”, he asked.

“Well — they have, but I haven’t”, replied our driver, pointing his thumb back at us.

“OK, off you go, drive safe.”

And that was that… back to whooping and hollering… but suddenly (queue the Twilight Zone music), things didn’t look right. It’s a straight line from the border to highway 17, cutting straight through Tsawwassen, but that’s not where we were. We were on some winding road in the middle of a forest. What just happened?

We’re all screaming “You idiot!” “Turn around” “What are you doing?” “Where are we?” — but on we go… and suddenly… more Twilight Zone music… up ahead is the same border crossing we’d just crossed 10 minutes earlier. Don’t ask me. I mean, obviously, he’d somehow turned left, then left again, and entered Point Roberts through some back road… and we’d looped back and… here we were.

Now we were terrified. “Stop!” “Don’t stop!” “Pull over!” “Don’t pull over, that looks suspicious!”. Well, we drove straight up to the same little hut, same old guy. And he stuck his head in the window and looked back at our petrified faces.

“You boys been drinking?”, he asked, with the exact same tone as before.

“Well — they have, but I haven’t”, replied our driver, giving the same thumb gesture as before.

“OK, off you go, drive safe.”

The rest of the (careful) ride home was silent.

What’s the deal with Point Roberts these days? Is that border all locked up like the rest of the 49th? There’s no hospital or pharmacy down there, and American citizens are not allowed into Canada except when it’s essential. I couldn’t find much about it, but I have to assume a medical emergency would count as essential. Unless you’re symptomatic, then what? I hope the have it figured out. Especially since 99% of the money spent in Pt. Roberts comes from Canada, and that’s dropped to near zero for now.

Point Roberts is part of Washington State, and there’s not much bad to say about Governor Jay Inslee’s handling of this difficult situation. President Trump told him, “You’re on your own”, and they’re rolling with it. I hope that includes a plan for Point Roberts.

Yes, it occurs to me there’s not much tie-in here with our present pandemic except this: this whole topic of Pt. Roberts came up because of the wonky Detroit/Windsor border, and how different Ontario and Michigan are in handling things. I’ll once again go on the record to state my appreciation for our local neighbours to the south. We, here, have a lot more in common with our American counterparts than they do over in Ontario, something that will become more and more relevant as things open up. B.C. and Washington are in agreement on most things, and on the same page about how phased re-openings should look. Works for me. And them.

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By Horatio Kemeny|2021-07-06T16:49:23-07:00May 7th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Follower Favourites, Politics, Business & Economics, Life in Vancouver, Travel Stories, Humour, Sports & Gaming, Philosophy, Art & Literature|Tags: Game, Question, Canada, Cars, President, Ontario, American, South, British Columbia, Country, Imagine, Money, Hope, Pandemic, Mind, Vancouver, School, Chile, Trump, Relevant|14 Comments

Day 48 – May 3, 2020

In 2012, I was in L.A. to visit a movie set. The hotel was in a nice part of town; the set, perhaps not so much. I ordered an Uber, and a black SUV showed up. The destination (call it “Z”) was already entered into the app, so off we went. It was interesting to note that this driver had his car set up with at least four different phones or devices dangling from the windshield and dashboard. Uber, Nav, Music, actual phone… I don’t know.

But at one point, one of them went out of sync… and he asked, “I thought we’re going to Z”
“That’s right”, I replied.
“Well… this says we’re going somewhere else”

Odd.. some glitch… one of his devices was pointing to some location maybe 20 blocks away from Z. Call it X.

“No… not sure why. It’s Z”
“OK, because I can’t take you to X”
“No worries”

Curious though… so I asked…. “Just wondering, why can’t you take me to X?”
“Sir, I can’t take you to X”
“I understand, and we’re not going to X… I am just wondering what’s the big deal with X and if I wanted to, why you wouldn’t you take me there?”
“Sir, I told you, I will not take you to X”
“I don’t want to go to X. I want to go to Z. I am just curious… if I wanted to go to X, why wouldn’t you take me?”

He pulled the car over.
“I can’t take you to X. I can drop you here and you can find another Uber”
“I don’t think you understand. I don’t want go to X. I’ve never heard of X. I don’t know where or what it is. I am simply wondering what’s so bad with X that you wouldn’t drive me there”
“Sir, you’ll have to get another Uber”

We sat there for a moment, me trying to figure this out. This wasn’t a language issue; he spoke English perfectly. This was just a guy that couldn’t wrap his head around a hypothetical situation. Those two words, which are my favourite when put together… the two words that have led to all of the innovation that’s ever happened in history, when posed by somebody…”What if…” — this guy couldn’t process it; there seemed to be no version of “What if” in his world. I sat there imagining what it might be like to be playing chess against this guy. He moves a piece, you take it. “Oh, darn”. He moves another, and you take it too. “Oh, hmm, you’re good at this”. Well, I’m ok, but it sure helps that I can think ahead more than zero moves. Like I can propose a hypothetical situation in my mind, evaluate it, do that several times and come up with something useful.

But this guy… he just didn’t get it. And maybe he couldn’t.

“Yeah, ok, forget X. Let’s just go to Z”.

And off we went. But there was no more conversation after that, and as much as I really wanted to, I didn’t ask him the same question for the 10th time when we finally arrived. What was the point? He wouldn’t get it. And further to that, I guess the conversation bothered him, because my Uber rating dropped from a perfect 5 stars down to 4.92 after that.

I remember another time a friend sent around an email, asking us to answer a few simple math questions, and explain how we did them in our head. His son was having trouble with math at school, and he was looking for different ways of explaining things. Like, what’s 9+9. I was so surprised to see some answers that came back. Like, for me, it’s just 18. I just know that. But some people were saying… add 1 to each 9, that makes 20, then subtract 2. In their head, they were doing (9+1)+(9+1) – 2. Or 15+8, which for me is just 23, was somehow turned into (15+5)+3 for one person, and (15+10)-2 for another.

There’s obviously nothing wrong with thinking differently. Whatever works for you. But what happens when it doesn’t work?

This was brought to light (and it reminded me of these two examples) by a friend who commented on a recent post of mine, the one about Covidiots. That maybe calling them that was a little harsh; that maybe they not only don’t know any better, but perhaps they *can’t” know any better. Like it’s actually beyond them. There’s possibly some truth to that, and since I’m the biggest proponent of letting people live their lives with freedom and their own particular pursuit of happiness, what’s the big deal… the usual golden rule of “do unto others as you would have them do unto you” is actually a bit better if you change it slightly: “don’t do unto others as you wouldn’t have them do unto you.” It’s better because instead of imposing on others what you think is right, this un-imposes anything on anyone, as long as it’s not hurting you.

But that’s the thing. A bunch of people ignoring intelligent, well-thought-out and proven directives… has the potential to affect us all — drastically, and we’re no doubt going to see the results of it in different places.

The state of Oklahoma is opening up; they think they’re in a position to handle things, and reading their planned phase re-opening, I guess it might look good on paper. Oklahoma has a population of 4 million, compared to B.C.’s 5 million. They also have twice as many confirmed cases and twice as many deaths. They’ve already opened up hair salons, barbershops, spas, nail salons. Two days ago… restaurants, movie theatres, entertainment venues, gyms, spotting venues… the list goes on.

In trying to balance out the greater good of business vs. public health, the officials in Oklahoma made it mandatory for clients of the aforementioned businesses to wear masks. As we know, wearing a mask protects others more than it protects you, and it would make sense for the benefit of the workers of all these places that people wear masks. If they’re going to be subjected to hundreds of people, their safety needs to be taken into account.

That mandate lasted about 3 hours before it had to be lifted… as threats, violence and guns all made appearances… as a lot of people who perhaps aren’t quite clear on exactly what the constitution of their country actually says, protested that their rights were being violated. What’s becoming abundantly clear is that there is a group of people incapable of understanding. Their preconceived notions and/or brainwashing seems to preclude any sort of rational thinking. And it’s also clear that there will never be a way to convince them. And that, unfortunately, is putting everyone around them in danger. So let’s leave it at that… you’re free to do whatever you want, but if your ridiculous actions have the possibility of affecting me, then you’re a Covidiot.

A brief note about today’s numbers — there was a huge spike in Quebec’s numbers, apparently due to a computer error that had neglected to count 1,317 cases from the past. Not counting those, their 892 actual new cases for the day looks a lot better… but that jump obviously affects our national numbers as well. And, it’s quiet day in B.C. — I will correct my guess with tomorrow’s real data.

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By Horatio Kemeny|2020-10-08T01:24:29-07:00May 3rd, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Sports & Gaming, Philosophy, Art & Literature|Tags: Numbers, Question, Data, Understand, Deaths, Work, Country, Math, Masks, Population, Trump, Mind, British Columbia, Movie, School, Business, Cars, Remember|0 Comments

Day 42 – April 27, 2020

Purely for the sake of creating examples, I am going to once again virtually kill a lot of people. Please don’t be sad… this is all made up as I go along.

Older lady, sheltering with family. All of them became a little sick, but not sick enough to get tested. Some fevers and coughs. She dies in her sleep, but doesn’t get tested. A few weeks later, the family is tested and they’ve all had it.
– Young man, smoker, high blood pressure. Has a heart attack and dies. Tested and found to have had the virus.
– Elderly man, tested positive, was doing ok at home, but breathing is becoming difficult. Gets in the car, speeding to the hospital, blows a red light and gets T-boned by a truck. Killed instantly.
– Young man who, as a result of the lockdown, lost his business and is now losing his home, history of depression, commits suicide. Tests negative.
– Same example as above, but tests positive.
– Middle-aged man has a heart attack, rushed to hospital, but massive delay at ER… and dies while waiting for admission. Tests positive. Or negative. Whatever.
I can come up with lots of “edge cases”, but perhaps they don’t serve much purpose other than to spark an interesting conversation. Some of these are obvious, some are not, and some, one could argue, should be… but aren’t.

The question you might think I’m about to pose is… what counts as a COVID-19 death… and yes, that’s part of it… but trying to answer just that question… can be quite problematic.

At the moment, there is confusion and disagreement with respect to what counts and what doesn’t. There is a certainly a big difference between dying of COVID-19, and dying with it. And there’s a lot of grey area in-between the obvious cases.

To compound the confusion, different jurisdictions have different ways of counting things… and many of them have changed their method as time has progressed. On April 14th, the state of New York changed what counts as a COVID-19 death, adding 3,700 to their count. More recently, Pennsylvania made adjustments that lowered their number by 200.

My examples above are only a tiny fraction of the sorts of cases one could argue one way or the other, and my examples are pretty superficial. When it comes to categorizing deaths where there were pre-exisitng conditions, it requires real medical knowledge, and even then… one lung is full of fluid but the other is not, patient was positive but that’s an unusual presentation of the virus, plus this, minus that… it’s up for debate among medical professionals, let alone everyone else who may have a vested interest in that number being higher or lower.

It’s complicated. And, obviously, necessary to standardize in the long run so everyone can be talking about the same thing. But in the meantime, there’s another number that’s very telling and, to a great extent, indisputable.

If you want to shut up the “it’s just a seasonal flu” crowd, and the “the death rate is like 0.04% because everyone already has it” crowd… look no further than excess deaths.

Excess deaths is exactly what is sounds like… if in a certain place, on average, N people die in the month of March, and historically that’s held quite accurately as X% of the population, then you have a pretty good argument for COVID-19 deaths when that number is N+2,000. Even if the official tally says only 1,500 virus deaths, you know it’s been understated by up to 500… which would indicate undercounting by 33%

You can then set aside the differences between states and countries as to what counts and what doesn’t, because after you factor out the obvious ones such as accidents, you have a bunch of deaths that are generally unaccounted for, with no category. There’s a good chance that this virus is their category.

This has been going on long enough that we can actually start looking at those numbers, to see if they reveal anything of value.

Note that there are times when averages are worth talking about… and there are times when they are not. Averaging the ages of passengers on a school bus full of kindergarten kids and their grandparents… tells us little. The average of 20 5-year-olds and 20 people aged 68 to 82… is about 40. And nobody on that bus is anywhere near that age. Two averages tell us a lot more… like one average is 5, and the other is 75.

Keeping that in mind… is there any consistency with respect to excess deaths?

Europe is a good place to look, with its diversity of population and experience during this pandemic. The average excess death percentage across 13 countries is 49%… which means for every two documented COVID-19 deaths, there was an additional one that flew under the radar.

As one might expect, the hardest hit places were Italy (90%) and Spain (51%). Those are two places where things got out of control quickly… and also where there is already enough data to make sweeping generalizations. If you look at graphs of what this looks like, The Financial Times, at ft.com, has an article titled “Global coronavirus death toll could be 60% higher than reported” with lots of little graphs, per country, to look at.

Note that this still isn’t apples to apples, because Spain and Italy were first, and are much further along their pandemic trajectory than others. In comparison, you might be tempted to look at other countries and think it doesn’t look so bad, but this is something to revisit in the future, when more than one month of data is available. Those graphs, per country, all show a series of flat, grey lines (previous years) and then the red 2020 line… which goes along quietly on top of the others and then suddenly spikes, sharply and quite alarmingly in most cases. What’s interesting to see is that these spikes are like ocean waves… and there’s no way to tell if that wave is crashing, or whether it’s the first part of the wall of a tsunami. Ideally, it spikes right back down again… and Spain and Italy may well be doing that. The others; the jury is still out. The England/Wales number is “only” 37%, but that graph looks ready to continue to rise, and/or at least continue to fill a long red section. As do many others.

And when you drill down to certain, known areas of concern… New York City — forget the official stats… they have a 300% excess death-rate to look at. London, 96%. Paris, 122%. Stockholm, 75%. And if you look at Northern Italy, specifically the hard-hit Bergamo province… 464%.

He are some raw and indisputable numbers of how it looks when things don’t get clamped down. Lots more people die, directly or indirectly, as a result of this virus.

These places seems distant and irrelevant to some of us here, lucky enough to live in a place with 39 new cases yesterday and only 11 today. And that’s a result of doing things right. It’s not just luck.

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By Horatio Kemeny|2020-10-08T01:24:49-07:00April 27th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Travel Stories, Sports & Gaming, Philosophy, Art & Literature|Tags: Italy, Spain, Coronavirus, Business, Cars, Population, United Kingdom, School, Wales, Respect, Numbers, Question, COVID-19, Data, Virus, Pandemic, Deaths, Future, NYC, Country|0 Comments

Day 39 – April 24, 2020

Yesterday, I talked about the dinosaur apocalypse… how they were all wiped out. But, to reiterate, the only ones that were fully wiped out were the ones on the ground. As hard as it is to believe, and I know some will take exception to this… but… birds… are not descendants of dinosaurs. They are dinosaurs… the ones that survived that cataclysmic event 65… sorry, 66 million years go.

That cataclysmic event was so… umm, cataclysmic… that it wiped out 75% of all species on earth. That was fortunate for those who survived, because it gave them the evolutionary advantage to thrive, among them… mammals.

It’s a long line of evolution between those mammals and the first hominoids… but it does beg an interesting question; has the human race ever been close to extinction? Terrestrial dinosaurs were around for close to 200 million years. Humans have only been around… well, depends how you look at it. With broad brush strokes, the human animal… maybe 300,000 years… but we only began to exhibit what you might call “modern behaviour” around 100,000 years ago.

What would’ve happened if a pandemic-capable virus had shown up? Not much, because there was next to no overlap of communities distanced by geography. It makes one wonder, how often have there been these sorts of viruses over the centuries? Probably lots. But it was localized, there was no treatment, there was no social distancing… all that happened was a big wave of very sick people dying, and eventually through herd immunity and/or lots of death, the virus made its way through everyone it could, and then disappeared from existence.

But the human race actually did come close to extinction, and it wasn’t that long ago, geologically speaking. Well, this is one theory. It’s interesting, as usual, to research things on the Internet because you can always tell where the conformation bias lies. You can tell what people want to believe, and how they conform their evidence to support their side.

Around 75.000 years ago, there was a massive volcanic eruption — one of the biggest ever. The Toba Supereruption (Lake Toba, Sumatra, Indonesia) erupted and ejected some 2,800 cubic kilometres of magma. That is a staggeringly huge cube of hot, melted rock… and it left behind something the same size as the crater that took out the dinosaurs… an enormous 100 x 30 km caldera complex. Once again, it messed with the environment very significantly… the six billion tons of sulphur dioxide that were ejected into the atmosphere caused a global cooling of up to 15 degrees all around the planet for at least a few years, and it was many decades before things returned to normal. This lowered the tree line and snow line by about 10,000 feet… and for humans who were used to a dry, temperate climate, years of perpetual snow did not sit well.

There is a genetic bottleneck at the time when looking back at humans, meaning it seems we can all trace our DNA back to a small group (like a few thousand humans) who made it through that. The rest were wiped out. And to some extent, if that’s what happened, you have to assume we’ve all evolved from a pretty tough group of humans. This was survival of the fittest imposed in the harshest of ways.

This is one theory, and it’s very interesting. There is another group of scientists who claim that’s hogwash, and that the evidence doesn’t necessarily imply any of that.

Whatever the case, all of that I learned yesterday while digging into dinosaurs… you know how the internet can be… one moment you’re reading about what you were researching, like dinosaurs and their extinction… and 40 minutes later you’re reading about mentally ill monarchs throughout human history.

That’s a good little segue onto a topic I really don’t want to touch here. I had a whole thing written out, and indeed, I could write a book on my thoughts with respect to American politics of the day, but this is a scientific and statistical endeavour, ostensibly aimed at keeping track where we are with respect to this pandemic. On that note, it’s not irrelevant to point out, as I have earlier, the shortcomings I see when it comes to leadership pulling in different directions, etc etc. But I just deleted many paragraphs that delve into far more detail, and will leave it at that.

OK, one paragraph. I worry greatly for the great country of the United States of America. Every single day, thanks to the actions or words of just one man, the chasm that separates two groups (big broad brushstrokes here: Republicans and Democrats) — gets a little bigger. It started on day 1, lying about the inauguration crowd size. “Who really cares” is really what should have been the answer, but he chose to lie about it, then double down on his lies, then make others lie for him… it was bewildering, to be honest. What the hell is going on? There was incontrovertible evidence… pictures and witnesses and everyone who was there… but no. It ended up with “alternative facts” trying to be jammed down our throats. All of this on day 1 of his presidency. And since that day, whenever he says or does something that is completely unpresidential, both sides rise to the challenge. And while the argument rages on about who’s right and who’s wrong, the country slides a little bit more downhill. This is not to bash on Republicans and Democrats… there was a time when both those parties worked in harmony for the greater good of the country, especially in times of crisis. I really wonder how repairable this is now. Long after Trump is gone, the degree of bipartisanship needed to successfully guide a country — may not be achieved for many, many years. And I’m not interested in the bullshit arguments of what a great job he’s presently doing. He’s not. I don’t use vague handwaving and gut feel to come to my conclusions, I use hard facts. As you may recall, this entire project of charts and graphs and light commentary started with a simple exercise of trying to track Canada’s response to this crisis as measured by comparing the U.S. and how they were doing. And comparing them to Italy, who was ahead of them. The short answer now is: Awful. Brutal. Look at the numbers, look at the graphs. This isn’t fake news, this isn’t opinion. These are their numbers. These are confused people. These are hospitals that can’t keep up. These are states and leaders with mixed messages. These are deaths. These are the preventable disastrous blue line and its associated numbers, towering over the green, red and black ones below it. This is failed leadership, from the very top.

Sorry for the long paragraph… but I did say, just one paragraph. But, some numbers… Canada, today, flat or better growth all across the country. U.S…. more deaths today than the number of new cases in Canada. Also U.S., more deaths today than the entire number of known cases seen in B.C., active or resolved, since the beginning of this pandemic. And finally, U.S., more new cases today than all of what Canada has seen, combined, since day one. By the end of the weekend, the U.S. will have seen its one millionth case. Canada will be below 50,000. That same proportion maps to deaths. And some quick math for you… no, the population of the U.S. is not 20 times that of Canada. Not even 10. As President Trump likes to sign at the end of many of his Tweets: Sad.

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By Horatio Kemeny|2020-10-08T01:24:50-07:00April 24th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Science of COVID-19, Travel Stories, Philosophy, Art & Literature|Tags: Canada, United States, American, Math, Science, Deaths, Internet, Country, Research, Population, News, Respect, British Columbia, Pandemic, Question, Herd Immunity, Trump, President, Italy, Numbers, Virus|0 Comments

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 Horatio Kemeny|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: Economy, Game, Country, Virus, United States, Spain, Hope, Mortality rate, Sweden, Fact, Canada, United Kingdom, Population, Science, South Korea, Respect, British Columbia, Numbers, Question, Future, Data, Testing, Italy, Masks, Deaths, South|10 Comments

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 Horatio Kemeny|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: Business, Trump, South, Numbers, Virus, Dr Bonnie Henry, American, Work, Adrian Dix, Country, Idea, Hope, Vaccine, Fact, British Columbia, Pandemic, Question, Italy, Masks, Testing|20 Comments