Update
On 28 Feb 2020, at 9:05 AM, J wrote:
We accused Team China of a lot of things, and we charged Team Hong Kong of enough things
Most of what we said turned out to be unfounded, unsupportable, or just plain wrong, because we knew not what we spoke about, and that China is in fact heroic, and HK is unparalleled
Let us watch Singapore, S Korea, Japan, India, … USA
The word 'domino' comes to mind
All on Pence, neo person personified, and may he be as capable as Carrie Lam
In the mean time, a question, did Tesla declare either a 2:1 / 3:1 stock split - lots that way by the updated pricing on my monitor that is in the vast majority green? My eyes tearing up so I cannot focus on the unit counts, and only the pricing.
We like green.
Order of battle was quite simple, no baggage, chucked unneeded mining shares, turned off distraction options on same, marked to market for good, until next turn;
just the core, keenly focused on Project Ballyhoo, that which we call Tesla.
The good thing about Tesla is that it actually does have merit, and we can count on the company being a source of cloud-ATM funding for some time.

On 28 Feb 2020, at 8:31 AM, ml wrote:
There have been many accusations regarding China's data. But, China is modifying their testing and treatment protocols as soon as they determine there is an improvement to the system. They are currently on the diagnostic/treatment protocol number 6. This is a good practice that allows them to continuously improve their best standard of care.
That said, it is clear that at least once they improved their diagnostic protocol by allowing the use of CT scans for an official diagnosis in place of the (faulty) PCR test. There was an immediate spike in new cases (over 14,000 in a day) and then China revised the protocol again to NOT allow the use of CT scans outside of Hubei province for an official diagnosis. It is my opinion that the second change was NOT an improvement in the standard of care for the Chinese people, as the PCR testing required for all of China except Hubei province is only 40-70% effective (and that range is a guess). We also know as of yesterday that the use of CT scans offers a superior method for diagnosis relative to the PCR tests.
It is very possible the US will see a significant increase in cases soon. The sheer number of people now under observation/monitoring combined with the long potential latency is a situation that could produce some big jumps in confirmed cases.
Overall, I think the ZH quote making claim to taking a page from the, "Chinese playbook" has it wrong. The change made today by the US/CDC gives local healthcare workers the power to test more people and diagnosis sooner.
On 28 Feb 2020, at 8:17 AM, R wrote:
didn't we accuse China of changing the way they test to manipulate the numbers?
Is it possible that we suddenly see an explosion of cases, not because there are more cases but just the way we finally start counting them or testing them correctly?
At this point, I am still free to travel anywhere I want as long as I can find transportation. Brook, or Charles, can I come stay with you for a while (or long while) if California becomes another S Korea?
The next few days can be very interesting.
On Thu, Feb 27, 2020 at 4:07 PM ml wrote:
Some clarity with respect to the new guidelines. I was wasting time attempting to find it on the CDC Covid-19 webpage, which is not well organized and not updated as regularly as it should be.
Key Points
Under the CDC’s previous testing guidelines, clinicians could test suspected coronavirus patients only if they recently traveled from China or had contact with someone known to be infected.”The CDC will now allow clinicians or public health officials test individuals suspected of having the coronavirus.The new guidelines, which were posted to the CDC’s website Thursday, appear to place more authority in the hands of local health practitioners.
cnbc.com
On 2/27/2020 6:45 PM, R wrote:
cnbc.com
we seems to be handling this pretty poorly. With only 200 test kits in California, I wonder how do they decide who gets tested?
On Thu, Feb 27, 2020 at 2:30 PM ml wrote:
Where is it? I've wondered the same thing. The CDC has had more than 6 weeks to prepare. They certainly do not appear to be prepared.
There is a lot to unpack in that article. While I have a low opinion of The Washington Post (Ben Bradlee would certainly not approve of it in it's current version), this article was well written and full of interesting things.
"The patient is a Solano County woman who brought herself to NorthBay VacaValley Hospital, a 50-bed community hospital in Vacaville, Calif., with flu-like symptoms on Feb. 15, according to a person briefed on the situation who spoke on condition of anonymity."
Anonymity? Why? This is very curious and I wonder if there is a gag-order of some sorts within the healthcare community.
And one more quote that tells us something.
"Staff at NorthBay inserted a tube in the woman’s lungs to help her breathe, a procedure experts say increases risk of exposure to the virus because it can aerosolize respiratory droplets."
She had to be intubated, and that is a very bad sign in terms of her prognosis. In the second or third week of the outbreak, there was a Chinese doctor stating that once the patient required intubation, the odds were now 50/50. I'm certain that outcome has improved in the past weeks, but the US healthcare system will have it's own learning curve. But my larger point is that it took someone getting to this serious stage in the disease progression to trigger whatever was required to get a confirmation test.
On 2/27/2020 5:17 PM, B wrote:
Does not inspire confidence... Which is why the market.
One would think this is obvious at highest levels.
A difficult problem that requires astute leadership. Where is?
On Thu, Feb 27, 2020, 3:03 PM ml wrote:
There was a version a few days ago that stated, "Training Film" at the start.
I did enjoy the butterfly net. Nice touch.
California now has 8,400 being monitored and other states are adding more each day to this poorly defined category. It's curious the CDC has not compiled all the data into a master list.
And this quote from The Washington Post, "The woman wasn’t tested for the disease for days, despite an immediate request to the CDC, because she didn’t meet the strict criteria for the test, according UC Davis Medical Center, where she is being treated. The CDC could not immediately be reached for comment. But federal health officials have said clinicians always have discretion to order the test for people who do not meet the criteria."
If there is a comprehensive plan in the US, it would appear that it is not a good plan.
washingtonpost.com
On 2/27/2020 4:50 PM, D wrote:
I received this video today. I think it's real but looks like a drill.
On 2/27/2020 11:48 AM, S wrote:
A lot of dirts are included in indexes and are also sitting in a plethora of balanced portfolios, and the fund managers are obliged to throw them overboard in proportion along with everything else
On Thu, Feb 27, 2020 at 2:21 PM R wrote:
forget covid19, more importantly, why are the miners so weak? |