Last time: Covid-19 6/4: The Eye of the Storm

There has been a lot of news in the past week. Very little of it is actually about Covid-19.

That is not because Covid-19 went away. People are still dying. People are still being infected. In many places things are getting worse rather than better.

Despite this, our focus has turned elsewhere.

It seems like left-wing people now expect a second wave and blame it on the actions of right-wing people. While right-wing people expect a second wave and blame it on the actions of left-wing people.

Both give out a shrug emoji when it is suggested a second wave might be something worth preventing, or something we have the state or civilizational capacity to prevent.

I don’t think these conclusions came from good thinking. That does not make them wrong. I continue to mostly agree with the perspective that for all practical purposes we have done all that we can to prevent Covid-19 here in the United States. It seemed mostly right before the protests, and it seems clearly correct now. If our current behaviors cause a second wave, trying to stop it would be a cure worse than the disease. We lack both the will and the ability.

It has now been seventeen days since the murder of George Floyd. It does not seem like good measurements are being taken, but from what I can tell there has since then been a steady rise in the number of protesters, with peaks on the weekends, including in countries outside the United States. Meanwhile, official re-openings continue in many places, and increasing numbers disregard precautions regardless of official recommendations, as they see others disregarding them, and as they grow stir crazy.

The question is, are we going to ‘get away with’ our current and implied future package of behaviors? Or will things get worse before they get better?

Let’s see the data.

Infections by region:

Date	WEST	MIDWEST	SOUTH	NE ex-NY	NY
Mar 19-Mar 25	5744	6293	7933	8354	28429
Mar 26-Apr 1	15684	20337	24224	34391	52901
Apr 2-8	19455	31148	39618	56772	65604
Apr 9-15	16291	29267	35570	61921	64463
Apr 16-22	20065	34130	33932	64669	43437
Apr 23-29	20263	42343	33773	62189	42475
Apr 30-May 6	23216	49205	37880	51693	24287
May 7-May 13	22419	43256	37591	40209	16683
May 14-May 20	22725	42762	40343	39273	13709
May 21-May 27	23979	39418	42977	26434	10595
May 28-June 3	32200	31504	50039	24250	9120
June 4-June 10	35487	24674	55731	16622	6071

Deaths by region:

Date	WEST	MIDWEST	SOUTH	NE ex-NY	NY
Mar 19-Mar 25	138	104	144	116	278
Mar 26-Apr 1	380	615	572	606	1656
Apr 2-8	707	1454	1309	2115	4327
Apr 9-15	890	2195	1596	3577	5318
Apr 16-22	1033	2343	1727	5147	3716
Apr 23-29	1128	2588	1685	4722	2713
Apr 30-May 6	1012	2413	1747	4908	2582
May 7-May 13	1082	2288	1597	3911	1416
Apr 23-29	1090	2060	1442	3578	963
Apr 30-May 6	775	1723	1290	2341	667
May 28-June 3	875	1666	1387	2121	436
June 4-June 10	743	1297	1230	1611	325

Including a graph of the charted data on deaths to see if people find it useful, if they do I can provide more in future updates slash add others to this one.

Positive test percentages nationwide and in New York state:

Date	USA tests	Positive %	NY tests	Positive %
Mar 19-Mar 25	347577	16.2%	88,882	32.0%
Mar 26-Apr 1	728474	20.2%	117,401	45.1%
Apr 2-8	1,064,225	19.8%	144,273	45.5%
Apr 9-15	1,026,741	20.4%	160,859	40.1%
Apr 16-22	1,235,393	16.1%	143,970	30.2%
Apr 23-29	1,552,560	13.0%	202,499	21.0%
Apr 30-May 6	1,759,548	10.6%	183,446	13.2%
May 7-May 13	2,153,748	7.5%	202,980	8.2%
May 14-May 20	2,643,333	6.0%	246,929	5.6%
May 21-May 27	2,584,265	5.7%	305,708	3.5%
May 28-June 3	3,022,469	5.1%	417,929	2.2%
June 4-June 10	3,252,870	4.6%	438,695	1.4%

Aggregated as a country, we see clear improvement. Less people died. We did more tests but found less positives. It’s not as rapid as one might like, either in improvements in testing or positive rates, but it is improvement.

Looking at regions, we see good progress in the Northeast and Midwest. Things seem well under control.

We have reason to be very worried about the West and South. Arizona is seeing the most rapid increase in the West, so this is potentially very much a north versus south phenomenon.

What can we conclude from what we see?

We Got Away With Memorial Day

There was a big story at the time about how people were disregarding social distancing on Memorial Day weekend. It has now been long enough to conclude that this did not have a big impact. This is a data point in favor of outdoor activity not being very dangerous.

Note that this doesn’t mean we’ve gotten away with things in general.

Protests Haven’t Shown A First-Order Impact Thus Far

Predictions of a fast spike in cases, either in general or in the places with the biggest protests, have not come to pass. There’s no sign of trouble in Minneapolis, or New York City, or Washington, D.C, or in Berkeley, California where a friend predicted a local spike in cases.

That doesn’t mean that protests are not spreading the virus. They obviously must be spreading the virus more than if those people had stayed home slash gone about their normal activities. I believe in the physical world far too much to believe otherwise.

Despite that, it has now been over two weeks since things started. Testing should only be delayed from infection on the order of one week. What can we rule out or in? What are the possibilities?

The effect could be small, and/or the effect’s larger impacts could be delayed, and/or measurement of the effect could be delayed or distorted.

The effect could be small if being outside is a big enough deal, combined with enough mask wearing and mask wearing being a big deal. I’m guessing this is a lot of it.

The effect could also be small if sufficiently few of the protesters have been infected. One can imagine a world in which people who are low-level feeling lousy, or who suspect they have been exposed in some way, largely avoid protests. I’m guessing this isn’t important, but it’s possible.

The effect could also be small if enough of the protesters are immune. In some areas of New York City, there are minority areas where 50% or more of people are testing positive for antibodies. Is it possible that the protesters already have a lot of herd immunity? I’m guessing this is a non-trivial effect, but not the main effect.

The effect’s larger impact could be delayed if it only comes when protesters infected at protests in turn infect other protesters, or even one cycle beyond that. If that was true, we wouldn’t be seeing anything like the full effects at this time. That can’t explain there not being a noticeable effect at all, but this dynamic should be a big deal. When the flare-ups from protests happen it may mostly be after several cycles of previous spread.

The effect’s measurement could be delayed or distorted if the people involved are generally healthy, generally suspicious of health care and government and its potential hazards and costs, or both. This seems like it fits the situation quite well. The only question is magnitude.

That leaves a lot of potential explanations. We can’t rule out the protests having a sizable impact. What we can rule out is them causing a huge explosion on the spot, the same way most other photo opportunity social distance violations haven’t caused an explosion. That’s because the explosion expectation doesn’t take into account the scope of the actual violation, instead thinking of this as a failure to sacrifice to the gods. We have been wicked so of course the virus will strike us down as punishment.

Except, of course, that it won’t. That’s not how this works. That’s not how any of this works.

Protests should still have a large secondary impact. Again, it was plausible that this would happen right away and be huge. People would see giant crowds, see them welcomed by the media, and say screw it. That too didn’t happen enough to see a giant spike, so we can again rule out the worst parts of the distribution. And again, I still think we’ll see a big impact here, especially in our ability to react to bad news, which seems like it’s at zero. It just won’t be as big as we might have feared a week or two ago.

Different States, Different Stories, Different Futures

The scare story of ‘cases increasing in some states’ are entirely unsurprising. Unless we are doing exceptionally well, there are always going to be some places doing relatively poorly. Right now it’s two entire regions, though, even after adjusting for test counts. So the story does seem to be fair.

There will be lots of attempts to blame this, that or the other thing for increased cases, especially relaxations of restrictions that appear to be failures to make the proper sacrifices to the Gods. Red states are especially vulnerable to this type of story among blue state narratives.

An alternative explanation is the reverse weather effect. The states where we’re seeing problems are, to put it bluntly, too damn hot. Instead of June being a reason to go outdoors, June becomes a reason to stay inside with the air conditioner on. That would be entirely compatible with outdoor activities being mostly safe, and seems like the story that best fits recent facts.

Where do we go from here? How long before we know?

If we see continued increases in the West and South for another week, I’ll be very surprised if it then reverses itself any time soon.

If we see continued declines in the Northeast and Midwest another week, I’ll conclude that outdoor activities are even safer than I thought, and that protests don’t seem to be having that big a direct impact nor that big a secondary impact. We’ll probably be safe until at least September, in the sense that conditions will continue to improve regardless of official relaxations of restrictions. People aren’t going to do enough especially risky additional things.

Even if there is a feedback-loop spike from the protests, if it doesn’t show up relatively soon, there’s no reason to expect it to escape out into the broader community, so any such spike shouldn’t be able to sustain itself.

Here in New York, it feels like it’s time to make our way out into the world. Time to start seeing friends again, time to dine at restaurants, go places, do things. Responsibly, but at all. We’re down 98.3% from peak infections in this state. What risk is left is largely concentrated in areas I wouldn’t have any reason to go anyway. We know a lot more about risk factors. Our health care system is in good shape again and will stay that way. At some point one has to start adjusting one’s behavior to the new facts. I’ve been waiting for the protests to see if things are still all right. By early next week New York positive rates should be under 1%, and I hope to enter that next phase.