General update, April 23

1. The mayor of Las Vegas does not want to order Casinos closed.

I think they can do whatever they want. Anti-fragile Arnold is not going. Las Vegas was never his cup of tea. But if Risky Randy wants to go, that does not affect Arnold.

A lot of people think of government as a parent. It should tell them what to do and what not to do, and it should give them money when they need it. I think that smart phones have really increased the proportion of the public that views the government in those terms, because politicians and family members both appear on the same screen.

And in a Twitter world, people don’t take time to reflect. In Kahneman’s terms, their emotional System 1 is very pronounced and their reflective System 2 doesn’t get activated.

2. The Sacramento Bee reports,

Following Monday’s protest at the state Capitol where demonstrators defied Gov. Gavin Newsom’s orders banning large gatherings, the California Highway Patrol says it will no longer issue permits for events at any state properties, including the Capitol.

You knew this was coming. If we still had an American Civil Liberties Union, they would fight for freedom of assembly. But now I wonder if they are on the other side.

3. Nicolas Banholzer and others write,

The closure of venues is associated with a reduction in the number of new cases by 33 % (95% credible interval [CrI] 16–47 %). The reduction is lower for work bans on non-essential business activities (28 %; 95% CrI 10–42 %) and border closures (26 %; 95% CrI 13–37 %). School closures yield a reduction of only 11 % (95% CrI 0–27 %) and its relative impact is one of the lowest among the various policy measures considered in this analysis

They also look at the marginal effect of a lockdown, defined as only letting people leave home for essential purposes. This they find is even lower than the effect of school closings. Pointer from John Alcorn.

4. John Kay writes,

Despite the passage of four months since the first known human cases of COVID-19, our public-health officials remain committed to policies that reflect no clear understanding as to whether it is one-off ballistic droplet payloads or clouds of fine aerosols that pose the greatest risk—or even how these two modes compare to the possibility of indirect infection through contaminated surfaces (known as “fomites”).

Gaining such an understanding is absolutely critical to the task of tailoring emerging public-health measures and workplace policies, because the process of policy optimization depends entirely on which mechanism (if any) is dominant:

1. If large droplets are found to be a dominant mode of transmission, then the expanded use of masks and social distancing is critical, because the threat will be understood as emerging from the ballistic droplet flight connected to sneezing, coughing, and laboured breathing. We would also be urged to speak softly, avoid “coughing, blowing and sneezing,” or exhibiting any kind of agitated respiratory state in public, and angle their mouths downward when speaking.

2. If lingering clouds of tiny aerosol droplets are found to be a dominant mode of transmission, on the other hand, then the focus on sneeze ballistics and the precise geometric delineation of social distancing protocols become somewhat less important—since particles that remain indefinitely suspended in an airborne state can travel over large distances through the normal processes of natural convection and gas diffusion. In this case, we would need to prioritize the use of outdoor spaces (where aerosols are more quickly swept away) and improve the ventilation of indoor spaces.

3. If contaminated surfaces are found to be a dominant mode of transmission, then we would need to continue, and even expand, our current practice of fastidiously washing hands following contact with store-bought items and other outside surfaces; as well as wiping down delivered items with bleach solution or other disinfectants.

Pointer from Russ Roberts, via email. This is a great, great article. Kay takes pains to point out that he is not an epidemiologist or a virologist. But I would give him the highest praise. He is an epistemologist. Like Scott Alexander and like Russ, Kay focuses on what we might know and how we might know it.

Kay looked for evidence in the reports of “superspreader events,” and the evidence seems to come closer to (1) above. This is consistent with the beliefs that I have.

What I have come to believe

1. Ventilators do not produce good outcomes. My guess is that there are some people walking around today who are happy after having been on a ventilator, but I don’t like the odds. If I were to give an advanced directive for how I want to be treated, it would be “Do not ventilate.” There are other benefits of “flattening the curve,” but I would not promote “making sure we have an adequate supply of ventilators” as a major influence on policy.

In general, treatment is proving to be very difficult. I hope that we will discover a set of protocols and pharmaceuticals that will be effective. For now, the virus seems to have effects on the body that are complex and variable. I can imagine that it will turn out that no one treatment method works for everyone. It could take a very long time to sort this out.

2. I am not counting on finding a vaccine soon. On the one hand, scientists are trying very hard and using a variety of approaches. On the other hand, the track record of not finding vaccines for some other viruses is sobering.

3. Testing does not work well. The problem is that even a low rate of false negatives and false positives can be very misleading, both for the individual and for policy makers. I won’t go through the arithmetic here (I did some in this post). Because of the way that seemingly small rates of false negatives and false positives undermine the efficacy of testing, I doubt that “test, track and trace” is the main way that Asian countries have contained the virus.

4. It is worse than the flu. I never doubted this, and very early on I attacked the point of view that this is just like an ordinary flu. But if you still want to hold onto that view, ask health care workers what they are seeing. Or wait a couple weeks until the number of deaths in the U.S. has doubled again.

5. The differences in severity by age group are staggering. It is catastrophically worse than the flu for patients in nursing homes. It may or may not be worse than the flu for people in their twenties, pending studies of long-term effects.

6. Close contact in enclosed spaces is a much more important transmission mechanism than doorknob effects. I don’t care any more that “the virus can live on surfaces for hours.” Case studies of how people got the disease point to personal contact and/or HVAC (heating and airconditioning).

7. Social distancing works less well than one would hope. That is, while it seems as though you can detect a bit of slowdown in infections in times/places where social distancing increased, the differences are not nearly as dramatic as the age differences or the Asian/Western difference. I am afraid that as a defensive system, social distancing as we practice it leaves too many gaps, especially around nursing homes and sectors that are essential, such as health care and food. People’s impulse to shelter in multi-generational families tends to undermine the benefits of social distancing–the “escape from New York” phenomenon.

To successfully drive down the infection rate close to zero, you need more drastic measures than what we have undertaken in the U.S. and Europe. You cannot let people leave home for “essential” purposes, but instead you have to deliver food rations via the army. You have to keep multi-generational families apart. If you want to quarantine infected people, you have to really do that in separate compounds, not in their homes. Maybe something like that can be enforced in Wuhan or Israel, but I would not want to even try it in this country. And even where it seems to work, the virus could come back.

8. A fresh-air lifestyle is good for you. I am struck by the low death rate among homeless people and in India. Those populations ought to be at high risk, and the only story I can come up with is that they don’t spend as much time as we do indoors with HVAC.

9. Masks are good for society. Places like Taiwan and Hong Kong, which have the sort of density conditions and indoor-living conditions that we have, nonetheless have performed much better. There are other differences in how they cope with the virus, but the contrast between East and West on mask-wearing stands out to me.

Those beliefs may or may not be correct. But I have tried to arrive at them by reading with an open mind. I do have strong political opinions, but I hope that I have not let those opinions drive what I believe about the virus.

3DDRR update, April 22

Today, it edged up to 1.18 and outside New York it edged up to 1.22

As a reminder, this is the ratio of cumulative deaths as of today to that as of three days ago. The goal is to spot a dramatic drop in the spread rate as of a few weeks ago. My thinking is that testing protocols change too often to use reported cases as an indicator. But increasingly we read that reporting protocols for Covid deaths are variable. Some experts want to try to compute “excess deaths” by comparing each week to an average of the same week in past years. That is not a task that I want to take on.

Following the trend in the 3DDRR, I was much more optimistic two weeks ago than I am today. I want to see the ratio drop to something like 1.002, and it looks like it is going to take a long time to get there.

General update, April 22

1. Joshua Coven and Arpit Gupta write,

This paper uses mobile phone Global Positioning System (GPS) data to examine the mobility responses of neighborhoods in New York City affected by COVID-19. We show three key findings regarding differential mobility responses across neighborhoods. First, richer and younger neighborhoods see far greater increases in the propensity of individuals to leave the city, starting around March 14, 2020. These individual moves are well-proxied by networks of Facebook friends in the areas they move to, suggesting that richer and younger New York City residents are able to shelter in second homes and with friends and family away from the epicenter of the outbreak.

Which probably explains why Pennsylvania and Maryland have such high 3DDRRs right now. Just about every friend in Maryland that I have with kids who were living in New York has their kids staying with them right now. Pointer from Tyler Cowen.

2. In the WSJ, Daniel Michaels writes,

“People have realized that with all the differences in testing, looking at all causes of death is a much better proxy for the impact of Covid,” said Lasse S. Vestergaard, an epidemiologist in Denmark’s national institute for infectious disease

Read the entire article, which raises several important issues.

3. In an essay on the current political climate, I write

Controversy over lockdowns has drawn people on both sides to demonize one another. Opponents of lockdowns assert that the virus is “just the flu,” implying that lockdown supporters are overreacting. Supporters of lockdowns assert that “all it takes to beat the virus is to have the fortitude to stay home and play video games,” implying that lockdown opponents are wimps.

4. Alberto Mingardi says that Italians enjoy less liberty than they did under Mussolini, but not because fascism has re-emerged as an ideology. He calls it “unintended authoritarianism.”

I would say the same thing about Lockdown Socialism. The legislators who voted for the CARES act and the people who think it is a good thing are not socialists. That makes it even scarier. I would rather fight an ideology than a consensus.

We adopted lockdowns and socialism as desperate short-term expedients. Neither approach is sustainable. But at least people are thinking about an exist strategy for the lockdowns. No one is even considering an exit strategy for the socialism.

5. A commenter points to this story.

The Medical Examiner-Coroner performed autopsies on two individuals who died at home on February 6, 2020 and February 17, 2020. Samples from the two individuals were sent to the Centers for Disease Control and Prevention. Today, the Medical Examiner-Coroner received confirmation from the CDC that tissue samples from both cases are positive for SARS-CoV-2 (the virus that causes COVID-19).

February 6 is very early. It makes one wonder when the virus started infecting people there.

6. NPR story on the woes of colleges.

In the CARES relief package passed in March, Congress allocated about $14 billion for colleges and universities, though many have said that’s not enough. “Woefully inadequate” is what the American Council on Education called it. The group, along with 40 other higher education organizations, have lobbied Congress for about $46 billion more. And that’s a conservative ask, they say.

I predict that they get at least 75 percent of what they ask for. In Washington, you don’t mess with these guys.

7. Eyal Klement and others write,

Instead of using non93 discriminating measures targeted at the population as a whole, we propose regulated voluntary exposure of its low-risk members. Once they are certified as immune, these individuals return to the population, increase its overall immunity and resume their normal life. This approach is akin to avalanche control at ski resorts, a practice which intentionally triggers small avalanches in order to prevent a singular catastrophic one. Its main goal is to create herd immunity, faster than current alternatives, and with lower mortality rates and lower demand for critical health-care resources. Furthermore, it is also expected to be effective in relieving the huge economic pressures created by the current pandemic

They do some simulation exercises with a model and say that this will work. But the results are pretty much baked in, base on their assumptions that exposure creates immunity, that it will be easy to know when the people you expose have stopped shedding virus, and that people aged 20-49 are at low risk and thus can be safely exposed. Another assumption that I think is worth mentioning is that we don’t discover a good treatment for the virus over the next month or two. I wonder much we can trust those assumptions to be satisfied.

But note that lockdown is pretty much the opposite strategy. So implicitly we are making the opposite assumptions, and we should be wondering how much we can trust that.

Anti-fragile Arnold and Risky Randy

Arnold is anti-fragile. One house, one spouse. Defensive driver. He would rather not be infected with the virus now. He hopes that by the time he is infected there will be a safe and effective treatment.

Randy is a risk-taker. Likes to go 75 mph on his motorcycle. Thinks that people who eat to live have it backwards. He would rather meet friends at a crowded bar than worry about when he gets infected with the virus.

It is possible that Randy’s behavior imposes a cost on Arnold. That is, the more that Randy risks getting infected and infecting others, the more difficult it becomes for Arnold to avoid contact with people getting the virus. Instead of going to the grocery in the afternoon, Arnold feels like he has to order for delivery or else get up early in the morning to shop in the store while Randy and his friends are still hung over.

Is this additional cost enough to justify the government stepping in and closing the bar so that Randy cannot go there? I do not believe so. I think that government should stay out of it, and let Arnold and Randy make their own choices. Back when we were afraid that Randy could cause excess crowding in hospitals, there was a persuasive public-good argument to change his behavior. Now there isn’t.

Brian Doherty tries to steel-man “openers” (who want to end lockdowns) and “closers.”

Closers see and acknowledge the economic damage we are suffering, but see most of that damage already inherent in the unchecked spread of a disease that kills or seriously harms people to a greater extent than any we’ve dealt with in a century. They thus don’t see the economic problems solvable just by “opening up America.”

As an “opener,” I do not think that lifting restrictions will do a lot to help the economy. I have made that point repeatedly. I agree with the “closer” view that most of the damage comes from the virus itself and the understandable individual responses to it.

The “closer” side annoys me when their rhetoric is based on intentions rather than consequences. That is, they try to make it seem as though “openers” want people to get infected and “closers” don’t. But it is likely that the only margin on which lockdowns can make a difference is that they will make more people get infected later rather than sooner. The number of lives that can be saved by doing that is likely to be small, and it may even be negative. Particularly if almost all of the people whose infections get shifted into the future are healthy people who will get mild or asymptomatic cases, and meanwhile we fail to develop and implement an approach that protects nursing homes.

Overall, I am only mildly on the “opener” side. My problem with Lockdown Socialism is the socialism.

By socialism, I mean the money-printing orgy to have the government send feel-good stimulus checks to households while lavishing bailouts on banks and other large corporations, without raising taxes or cutting spending elsewhere. I also mean taking capital allocation out of the private sector and giving it to the Fed. Whatever the intentions of the backers of the “stimulus” or the “quantitive easing” might be, inflationary finance and turning the Fed into Gosplan are the most important consequences. And in this case, I am going to insist on judging the consequences, not just the intentions.

3DDRR update, April 21

Another forecast gets bitten by the Tuesday effect? The Texas people were sure that we had passed the peak in one-day death rates. But today was the biggest one-day death rate, at least according to this tabulation.

The 3DDRR only went up a bit, to 1.17. Outside NY, it is at 1.21

The main point of tracking the 3DDRR is to get an idea of what the trend in infections was a few weeks earlier. And I don’t see any point at which you can argue that “Aha, this was when the lockdowns got going, and you can see that a few weeks later the spread rate started to plummet.”

Lockdowns started to become widespread around March 20. So we would expect the big decline in the increase in deaths to begin somewhere between April 5 and April 15. But if you look at the chart, the big decline in the death rate was taking place from around March 26 through April 6, and subsequently the declines have been more gradual.

Perhaps the lockdowns failed to dramatically reduce the overall spread rate. But I think that a more likely scenario is that they did slow the spread rate–among the population that is least likely to die from the disease. The overall death rate remained high, because we have not figured out how to protect the elderly, particularly in nursing homes.

If my hypothesis is correct, then a weekly series of random-sample tests in the population would show a sharp decline in the spread rate, but a demographic breakdown of deaths by week would show an increase in the proportion of deaths among the elderly. I know we don’t have the former data. Are the latter data available?

General update, April 21

1. A podcast that Brandon Adams did with me this morning. He asked good questions. Maybe my answers were a bit long, but I think you will like it. I recommend listening at 1.5x speed.

1. Niall Ferguson writes,

let’s not pretend that the pandemic illustrates the case for big government. The US already has big government. And this is what it does: agencies, laws, reports, PowerPoint presentations… and then — when the endlessly discussed crisis actually happens — paralysis, followed by panic.

Today, the US has fallen back on the old 20th-century playbook of pandemic pluralism (states do their own thing; in some states a lot of people die), but combining it with the 2009-10 playbook of financial crisis management. The result is insane. A large chunk of the economy has been shut down by government order; meanwhile the national debt explodes, along with the balance sheet of the US Federal Reserve.

Pointer from John Cochrane. I am in the process of writing an essay tentatively titled “Changing the Playbook” The two paragraphs above are almost a precis of the essay, including his use of the term “playbook.”

2. Earlier, John Cochrane wrote,

The greatest financial bailout of all time is underway. It’s 2008 on steroids. Yet where is the outrage? The silence is deafening. Remember the Tea Party and occupy Wall Street? “Never again” they said in 2008. Now everyone just wants the Fed to print more money, faster.

Read the whole post. Of course, I have not been silent. Coining the expression Lockdown Socialism is about as loud as I can get.

3. A reader sends long the list of educational institutions receiving funds under the CARES act. I’m sure that as a taxpayer you are happy to contribute to this cause.

4. Christopher Avery and others write,

Some researchers have conjectured that exposure to a higher “viral load” can result in more severe illness. . .As American doctors Rabinowitz and Bartman comment, “Dose sensitivity has been observed for every common acute viral infection that has been studied in lab animals, including coronaviruses”

Pointer from Tyler Cowen, who recommends the whole paper. There are little nuggets scattered throughout. But I don’t think that the economist’s training to think in terms of mathematical models is the best way to approach the problem. “Patterns and stories” is a better framework.

5. Tyler Cowen quotes from a correspondent.

Protecting the most vulnerable effectively while infecting the least vulnerable quickly could theoretically save almost everyone for this particular disease.

That is a succinct statement of the results of my analytical matrix Sooner or Later, Mild or Severe.

3DDRR and general update, April 20

1. A University of Texas Modeling Consortium says that there is an 89 percent chance that we passed the peak in daily deaths. That seems right to me.

Also, that model predicts a sharper decline in New Jersey than in California, which is consistent with the heavy in, heavy out model.

Pointer embedded in a post from Tyler Cowen.

2. The 3DDRR was at 1.15 and excluding New York it was 1.18 The tendency has been for Tuesday to be a peak day for reporting deaths (the Texas people are betting that last Tuesday was the peak), so I am curious to see what tomorrow brings.

Lockdown Socialism will collapse

I’ve seen headlines about polls showing that people are afraid of restrictions being lifted too soon. To me, it sounds as if they prefer what I call Lockdown Socialism.

Under Lockdown Socialism:

–you can stay in your residence, but paying rent or paying your mortgage is optional.

–you can obtain groceries and shop on line, but having a job is optional.

–other people work at farms, factories, and distribution services to make sure that you have food on the table, but you can sit at home waiting for a vaccine.

–people still work in nursing homes that have lost so many patients that they no longer have enough revenue to make payroll.

–professors and teachers are paid even though schools are shut down.

–police protect your property even though they are at risk for catching the virus and criminals are being set free.

–state and local governments will continue paying employees even though sales tax revenue has collapsed.

–if you own a small business, you don’t need revenue, because the government will keep sending checks.

–if you own shares in an airline, a bank, or other fragile corporations, don’t worry, the Treasury will work something out.

This might not be sustainable.