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March 2020

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More Covid-19 speculations and a note on the American response

March 13, 2020

If you absorb no other Covid-19 news today, read this summary of a panel of public health officials three days ago. It gives us no pleasure, other than the pointless frisson of self-regard, to point out that many of our speculations of February 29 are looking more likely to become true.

The next two weeks will see a surge of testing in the United States, and then a surge in cases. This site keeps track in damned close to real time, for those of you following along from home. We expect that the media frenzy and inevitable finger pointing will go to at least “11”. So you might not want to jump back in to the stock market until we get through that.

The debate about the poor availability of testing in the United States will rage for a long time, because it feeds our competing national political narratives. Read this actually excellent account in the New York Times for an early first draft of history. Did we blow it — and we definitely have blown it — because of too much big government, or too little? Your reading of the history is a Rorschach test for your political alignment. Did we fail because our federalist system relies too much on state and local governments and we have a president who is poorly suited to driving the federal agencies toward a common goal? Or did we fail because the permanent professional government is inherently confused, indecisive, and excessively lawyered up? One can read that article both ways, which is, by the way, a rare enough thing in the New York Times.

We propose a third way of looking at the testing problem and the American response thus far. In the approval of new medical tools (drugs, laboratory tests, and medical devices), our system — including direct federal and state regulators and our civil liability regime — massively prefers safety (avoiding sins of commission, if you will) to the introduction of new technology that might save lives. We don’t put a feather on the “safety” side of the scales, we weigh it down with an anvil, and are thereby far more willing to commit the sin of omission (doing nothing) than commit the sin of approving a technology that is dangerous or ineffective.

Voters, politicians, government officials, and the press overwhelmingly favor the “safety paramount” approach of the United States. Unfortunately, the highly deliberative manner of the American approach becomes dangerous in a rapidly spreading pandemic. Much as the media and citizens wish it were otherwise, we cannot change our system, or even our bureaucratic impulses, suddenly. Even if lives depend on it.

Then there is the question of federalism. By design, even in matters of public health, the foundation of our government’s response is, first, state and local, however much the poorly educated or cynical in the media and among voters expect it to be federal. In a pandemic, that is probably more a bug than a feature, insofar as we are not able to marshal a simultaneous national policy and enforce it immediately. (It is far from obvious, however, that a polyglot multicultural continental nation can respond under any circumstances with the efficiency and compliance of, say, South Korea or Singapore, but that is an argument beyond the point of the post.)

Our system and culture, however, is not without its advantages. At the governmental level, we can see the policy mistakes in one state or city and avoid them in jurisdictions that are following along a few days behind. You might say that is worse than a perfect national policy, but it is better than a flawed national policy. The people who want the federal government to make all policy in these situations almost always assume that it will execute better than any other state. That is an extremely fraught assumption.

We have, however, cultural advantages. The independence of our private sector is a huge asset, even in the current crisis. In many countries, businesses do not make a move on a matter of public interest without consulting with the government, or waiting for government direction. In the United States, with our liability regime and history of initiative — something for both left and right! — some businesses move very quickly, and that builds tremendous public relations and liability pressure on the others to follow in a hurry. In the current experience, large American businesses (the “corporations”, for those of you looking for a label) have been running ahead of almost all levels of government in useful communications and effective policies to contain spreading, and are saving lives in so doing.

The approval of a vaccine may challenge us again. The usual “safety paramount” approach is to run a huge double-blind trial, in which half the people who enroll get the drug, and the other half get a placebo. That traditional process takes a long time, and people poorly educated in medical ethics may put pressure on the players (the manufacturers, investigators, and the FDA) to skip the placebo arm, or short-cut the trial. That may make sense, balancing the risks of the situation, but the manufacturers will want protection from liability if it turns out the rushed vaccine harms some people in addition to protecting millions. That will be a beautiful political moment.

Take care, and do everything possible to flatten the curve.

Coronavirus

Iowa lab steps up

March 10, 2020

Your Editor self-identifies as an Iowan, and — like most Iowans — is a fool for Iowa propaganda. To wit: “Iowa biotech firm says it has produced enough coronavirus tests for 700,000 patients.”

Coralville-based Integrated DNA Technologies began producing test kits after the Food and Drug Administration amended rules last week to allow private labs to create products that detect the virus.

On Friday, the company told the Des Moines Register it had delivered materials that enabled testing of 700,000 individuals for the coronavirus that causes COVID-19. A company spokeswoman said it is ready to send additional materials for more testing.

Note that the reported constraint, per The Des Moines Register, was FDA “rules.” With the greatest respect and delicacy, we suggest that the FDA is only occasionally a “forest-for-the-trees” regulator.

Coronavirus

Flatten the curve

March 10, 2020

For the many people wondering whether aggressive action to curb the spread of the novel coronavirus is worth the cost or the hassle or the loss of intimacy, this graphic captures the big public health issue:

If the infection spreads quickly in a jurisdiction, the rush of cases will exceed the capacity of hospitals and other health care providers. Not only will those patients not get the care that they need, but other patients who need care for acute conditions may suffer or die because they are crowded out.

If we flatten the curve, not only do we reduce the risk of crowding out, but we buy time to build capacity — say, by installing more ventilators — and get to a vaccine.

So flatten the curve. An infection delayed can be a life saved.

Coronavirus

Austin limits large events

March 10, 2020

Austin has not yet had a documented case of Covid-19, and the city fathers are trying hard to keep it that way, or at least trying hard to appear doing so. Not that we are cynical about this — we are not, actually — but neither are we unmindful of the political stress around this crisis at all levels of government.

The city of Austin has imposed potentially crippling limitations on events that gather more than 2500 people, which are a big part of the city’s brand, as it were. Events expecting more than that number must get separate approval from health officials, presumably conditioned on prevailing Covid-19 risk under all the circumstances and plans to mitigate it. University of Texas sporting events are continuing as usual, supposedly because people do not travel from far away to attend them.

Except, you know, from all over Texas, including Houston and San Antonio where there are documented cases, and never mind the fans of the visiting teams.

That might be where one would sound cynical, if one were so disposed.

Regardless, all of this makes us wonder whether the politicians in charge of Milwaukee and Charlotte are so happy to be hosting the Democratic and Republican conventions in July and August. If the novel coronavirus remains “a thing” this summer, and we expect that it will, will they do the right thing?

Coronavirus

Covid-19 Musings

March 8, 2020

By now everybody knows that the city of Austin effectively ordered the cancellation of SXSW on account of Covid-19 concerns. This was the right thing to do, even though, in our case at least, it is a ginormous bummer. SXSW is our favorite week of the Austin year, a long-planned staycation for me and Mrs. Blueberrytown, and this year we were honored to be selected as a “mentor” and were thereby graced with a platinum badge in compensation.

Imagine you just lost your free boondoggle to Hawaii or London or whatever you people enjoy. It is a lot like that for us.

Why was cancelling SXSW the right thing to do? Well, because people fly in from all over the world, including especially the virus-ridden Left Coast. There hasn’t been a known case in Austin yet, and the longer we defer that day the better. The more we learn about this bad boy before we catch it, the likelier we are to get through it without permanent damage, benefit from drug therapies, and avoid spreading it to people we love. Or, for that matter, people we could easily do without, but still want to avoid the guilt of infecting.

We have had a few thoughts since last Saturday, when — from our suite in the Palazzo in Las Vegas, shortly before the craps roll of a lifetime — we penned our original Covid-19 speculations, none of which have been proven wrong, but few of which have turned true. These are more like “musings,” in no particular order.

We’ve been practicing social distancing. Remembering not to shake hands takes practice, so don’t wait until your city is scouting for pauper graveyards to start doing it.

Notwithstanding our first preference for Japanese-style bowing, without, of course, the silly hierarchy — we are Americans, goddamn it! — in our nerdy circles the Vulcan greeting, accompanied by “live long and prosper,” seems to combine hep n’ cool irony with an actually relevant message, the sort of best wishes that are suddenly top of mind.

LOS ANGELES – SEPTEMBER 15: Leonard Nimoy as Mr. Spock in “Star Trek: The Original Series” episode ‘Amok Time’. Spock shows the Vulcan salute, usually accompanied with the words, “Live long and prosper.” Original airdate, September 15, 1967. Image is a screen grab. (Photo by CBS via Getty Images)

The good news in all of this is that it is killing off the “business hug,” which we deplore. And, no, we do not deplore business hugging because of a Pence-like obsession with #metoo issues, but because hugging for us is about sharing intimacy and connecting closely with a loved one. Business hugging is artificial at best, degrading if you think about it. If a few people have to die to kill off business hugging, the price will be worth it.

Relax. That was a joke. Goddamn.

The world’s economy is stopping like a car door slamming, do not believe otherwise. Why? Because nobody wants to kill their grandmother, or Willie Nelson. There are, however, a lot of questions to which we do not know the answers.

Are we heading in to a recession, with multiple quarters of economic decline, or does this thing look like a “V”? Our guess is that it all depends on March and April. If the global infected population doubles every few days, we’re in it for the long haul. If it takes weeks to double, then people are going to adjust, and cautiously get back on planes and such. If you are really courageous, start buying plane and cruise tickets for later in the year. They may be the best investment you make this month.

The CEOs we know are spending a ridiculous amount of time planning around this farookin’ disease. Right now, securing supply chains, protecting their employees, and avoiding exposure in the inevitable blood-sucking “you shoulda done” lawsuits are their biggest concerns. And, of course, nobody is spending any time thinking about innovation or growth, unless they run a biotech company pointed at viruses.

Companies that need current cash flow to service their debt could be in a lot of trouble. Leverage is not your friend in such times. Cash has gone from trash to beautiful, glorious, invigorating stuff you want to rub all over your body. Well, only if it is in crisp, uncirculated bundles. But you get our point.

With the ongoing collapse of the stock market, we are rapidly getting less unequal! Bernie problem solved! Add to that the mother of all oil price wars and the return of ZIRP and working people who do not lose their jobs will be, as our beloved father was wont to say, “fartin’ in silk.”

We were on a brewery and distillery crawl in Austin yesterday — something of a last hurrah, we suppose — and we learned that people do not appreciate frequent reporting on the status of this website. Not everybody reacts to stress the same way. So if you love watching infection counters, as we admit we do, keep it to yourself.

The news is that global cases are up roughly 4000 in the last 24 hours, from roughly 106,000 to roughly 110,000. That sounds bad, and for the individuals involved, it is. We find it comforting. An increase of around 4% in a day implies a doubling every 18 days. If that rate persists, Covid-19 seems manageable, suggesting that we would not hit a million cases around the globe until around the end of April. That buys a lot of time to prepare.

Sadly, the reported infection rate is probably going to accelerate. Our guess is that the reported rates of infection accelerate for the next few weeks as testing for the disease proliferates. That will look bad, but it might actually not reflect a rising transmission rate.

This is worth your time, especially if it leads you to adjust your helmet over inconveniences.

It feels like the right time to do our best to be a better citizen. Hunt down your local blood bank and give blood, because apparently there is a shortage looming.

Follow the example of Ted Cruz, if presented with the opportunity. “Opportunity” being, of course, a euphemism.

The press coverage is extremely tedious, with no end of argument about whether President Trump is, or is not, incompetent. How about hoping that he is, or that the remnant of his team is? So far, the evidence is mixed, but the United States has one of the lowest per capita rates of known infection in the traveling world. Let’s hope it stays that way, even if it is Trump’s fault.

Speaking of Trump, what controversial Covid-19-oriented executive order will he issue next? Given the soaring infection rates in the cradle of Western Civilization, we speculate Trump will soon ban travel from Europe. Do not go there unless you are prepared to stay for a while.

Is Time going to make the novel coronavirus its “Person” of the Year? Sitting here in early March, that seems like a lock.

Somebody needs to invent an inexpensive little wristband that vibrates if you raise your hand to scratch your face.

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Freedom ain't free

Why do so many loser Senators run for president?

March 6, 2020

Politico brings us this gem, “Warren joins Senate’s club of failed presidential hopefuls,” without much wondering how we got here.

The Senate is indeed packed with failed presidential candidates, including Democrats Michael Bennet, Cory Booker, Kirsten Gillibrand, Kamala Harris, Amy Klobuchar, the aforementioned Warren, and GOP losers Lamar Alexander, Ted Cruz, Rand Paul, and Marco Rubio. (Romney doesn’t count for these purposes, for reasons that shall become obvious.)

The article points out that only three presidents have ever emerged directly from the United States Senate: Warren Harding (who ought to have wrecked it for everybody), JFK, and Barack Obama. So why do so many run, and so few make it?

We argue that technological transformation has created a systematic mismatch in American presidential politics. State governors and generals have, on average, greater proof of executive function, and voters, given the opportunity to think about it, can see it, feel it, and have largely agreed.

However, the profound changes in American media and political fundraising of the last 10-15 years have dramatically shifted public exposure in favor of Washington’s legislators, particularly senators. Senators have many more opportunities than governors and generals to flap their gums in front of cable news cameras and develop relationships with Twitter-happy Washington journalists. This relatively recent shift in favor of senators means that our least tested executive leaders – by which we mean people capable of driving institutional behavior – build all-important national name recognition and concomitant Internet fund-raising capacity much more quickly than the governors and generals who are more capable leaders and executives. Add to that the silly debate format pushed by the leading campaigns and the media — which format favors the leading campaigns and the media — and the voters never really have a chance.

It is a real problem, and it is not obvious how we fix it. Do not, however, expect the average quality of presidential candidates to improve until we do.

Coronavirus

Dark Covid-19 thought for the day

March 5, 2020

Iran’s leadership is reportedly getting hammered by Covid-19, the disease caused by the novel coronavirus. In certain circles, one does not need look hard for consequent schadenfreude, and, in spite of our generous nature, we admit to temptation in that direction.

But then we worry about karmac blowback.

We in the United States are in the middle of a presidential campaign. What are the odds that one or more of the current septuagenarian candidates, including perhaps the sitting POTUS, will be exposed and perhaps even threatened, just as Iran’s leadership? Given the travel, exhaustion, and relentless exposure to people from all over the country, there is a non-zero chance that the virus will infect one or more of them soon.

That day will sorely test our civil society.

Coronavirus

Nobody wants to kill their grandmother

March 4, 2020

Or, for that matter, Willie Nelson.

We shall return to this point.

The novel coronavirus, which causes the disease Covid-19, is shutting down the world’s economy. This would seem at first blush to be an overreaction. After all, relevant history — SARS, MERS, Zika, and so forth — tell us that the reaction of the media and others with a stake in, well, reaction, has been overwrought to the point of misleading or even counterproductive. In the fullness of time, if we are lucky, the same may reveal itself in the current case.

But that does not mean that the risk of Covid-19 is not different in important respects that carry the potential for enormous social change. We discussed some of the possibilities here.

We believe that the social and economic threat in the novel coronavirus is that it apparently has a long incubation period, and that carriers can transmit the virus before they are symptomatic. This fact, combined with delays in high volume testing in big countries like the United States, means that we actually do not know how many people there are who can transmit the disease, nor who they are. Quite honestly, any of us could be a carrier and in the moment feel just fine.

The problem, of course, is that Covid-19 is deadly, almost certainly several times more lethal on average than the seasonal flu. It does not kill consistently, though. Old folks, and especially those with some respiratory weakness or damage, are far more susceptible, with a 10-15% or greater mortality rate.

So, really, any of us could kill our grandmother without knowing we are doing it.

Living as we do in Austin, we are also worried about Willie Nelson, easily the most beloved living legend in town. Willie is in the backstretch of his 80s, and — rumor has it — has smoked a bit in his life. Covid-19 would be very bad news for Willie.

Nobody wants to kill their grandmother, or Willie Nelson, because they did not take every precaution.

The problem is that “every precaution” increasingly looks like it may involve shutting down the world’s economy. China did it, and now American businesses are doing the only rational thing from their perspective: Stopping all “non-essential” travel and in-person meetings, telling people to work at home, and so forth. Close to home, the massive SXSW conference is on the bubble, confronting a raft of corporate cancellations.

All of this may or may not be rational if the point is to stop the pandemic. Even the putative experts do not yet know enough to be confident that any particular measure – at least those among the policy options in a continental democratic republic riven with civic mistrust – will have a meaningful effect on the transmission of the disease.

So why are we, and the rest of the world, gripped by Covid-19 to a degree that we weren’t by SARS, MERS, Zika, or even Ebola? Why are we going to destroy trillions in economic value, throw people out of work, suspend schooling, give up the handshake, and reorder the supply chains of global industry?

Because we don’t want to kill our grandmother, or Willie Nelson.

Coronavirus

Is Covid-19 the end of the anti-vaxxers?

March 4, 2020

As recently as last summer, 45% of Americans (according to one credible survey) “doubted” the safety of vaccines. This did not necessarily translate in to opposition to requirements for children to be vaccinated before going to school, for example, but it remains the case that most states have broad exemptions from mandatory vaccination.

The politics of this defy easy explanation. If the Great Karnak were asked to provide the question to the answer “California, New York, West Virginia, and Mississippi,” there is no chance he would have said “states with the fewest exemptions to mandatory vaccinations.”

Yesterday’s election results, coming as they did on the brink of the now virtually inevitable Covid-19 pandemic, offer early evidence that the tide may be turning. Last year, Maine’s legislature eliminated most exemptions from vaccination requirements by a one-vote margin, effectively turning it from dark blue to yellow on the map above. The anti-vaxxers being nothing if not committed tried to overturn the new strict law by referendum. They were destroyed.

Of course, it is impossible to know whether the anti-vaxxer referendum would have passed in the absence of the recent scare, but we strongly suspect that at least the margin of its defeat was so great because we have been reminded, rather harshly, of the social and economic consequences of unchecked infectious disease.