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Dalal.Holdings

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Everything posted by Dalal.Holdings

  1. "I could shoot a man on 5th ave...!" "You can fool some of the people all of the time"
  2. March 25th. But but but "Trump couldn't have done anything differently!" Edit: not to fear: the one proactive thing from this administration for this crisis: prepping 100k body bags so the dead can be quickly/quietly tucked away from the "lame stream media". We don't want a repeat of Wuhan where the dead can be photographed!
  3. I think that's a really great summary. All the bitchers and moaners ought to try a wonderful place like China, Italy, Spain or Iran should they contact CV. The government responses have been far superior to the USA. Yes, China "knew" in December because black swans are really easy to acknowledge and take seriously initially--kind of like how some people on CoBF insisted on not taking this seriously all the way back to 1 mo ago when we were seeing it clearly ravage other countries. China was country zero--their response was out of proportion to what most other places would have done--an overreaction which worked. Sad fact is U.S. was among last places hit and also among the least prepared. But excusable to the 5th ave Trump supporters...
  4. Here is a late stage U.S. pandemic thought for people to chew on. NYC area (and WA before that) are the focus. Most likely R naught is higher in NYC region due to population density (and due to global connections, earlier to get infected travelers)...so we have seen rapid rise in NYC cases. Gov Cuomo responding as aggressively as he can despite having odds stacked against him (most dense population in U.S.). However, are we ignoring other places in the U.S.? Those places with much less healthy individuals (the American South)? The R naught is smaller due to less density, but there is likely still exponential growth occurring. What's more is that those are places with governors/local leaders who are not taking this seriously/testing nearly as much as Cuomo... What's likely to happen in those places? Will we not end up detecting those cases early and instead just see a surge of critically ill patients show up to the healthcare system ? Does POTUS' influence not affect how seriously their leaders/they themselves are preparing for this? As the images show, not the healthiest underlying population and less healthcare access. Additionally, if/when these places ramp up in cases, a lot of resources (PPE, ventilators, etc) may already have been diverted to NYC/northeast...Something to chew on.
  5. I wonder if Singapore/HK are good examples to compare to: humid/tropical climates (likely reduce transmission) and city-states (easier to govern). I still think S Korea/Japan are the relevant examples for U.S. and Europe (relatively democratic nations). Maybe Taiwan too, but also warm & humid place. Germany seems to be proving the Western model nation but time will tell. Japan is pretty suspect. The numbers don’t add up relative to the action they have taken. Is it just just a barrel of gunpowder ready to explode? I have no idea. True, they are on an exponential trend now (just checked). Maybe they were just covering it up while they mulled over deciding what to do w the Olympics.
  6. I wonder if Singapore/HK are good examples to compare to: humid/tropical climates (likely reduce transmission) and city-states (easier to govern). I still think S Korea/Japan are the relevant examples for U.S. and Europe (relatively democratic nations). Maybe Taiwan too, but also warm & humid place. Germany seems to be proving the Western model nation but time will tell.
  7. Quite frankly, that’s a third grade comment. throwing inventive means you dont have a clue Spek. I put you in the Dalal pile I am honored to be in his pile.
  8. Spot on. The lack of basic understanding shown in early stages of this is beyond belief. I still believe they are downplaying the true possible numbers here. Two more weeks and we will know, by tomorrow US will likely have 200K+ infections. Question for the Hindsight Geniuses on this thread: Which one(s) of the anti-pandemic measures in the following article should the President have done in January? Which ones should he do now? https://www.nytimes.com/2020/03/30/world/europe/coronavirus-governments-power.html So we are now at the stage of "nobody else could have done anything anyway" and "look at all the things he is doing now". Expect this to persist till November. Some of us work hard to develop foresight (which you can verify by looking back on this thread: worrying about virus/testing in late Feb when your boy was calling it "a hoax" and "like the Flu" or your congressmen who had foresight to dump stocks, and when we don't achieve foresight, we ought to then use hindsight (acknowledging & learning from our mistakes), but some people instead choose no sight (willful blindness). We know this guy and his supporters' MO. Nothing is his fault (it was Sessions, Flynn, Bolton, etc etc a.k.a. the buck never stops at me) and "I can shoot a man on 5th ave and I wouldn't lose voters". I much prefer the "you can fool some of the people all of the time" quip which is credited to a much greater President (though doubtful he said it).
  9. Meh. Unlikely to be significant. A lot of URI/Sinus infections cause anosmia (taste/smell impact) and not due to brain involvement. Covid-19 binds ACE2 to gain entry in cells. ACE2 as far as I know is primarily expressed in upper respiratory tract and lungs. "neurological symptoms, including confusion, stroke and seizures". You know what else can cause these symptoms? Hypoxia.
  10. DHT EURN Can anyone spell C-O-N-T-A-N-G-O? Asymmetric play on crude storage squeeze. Oil market ain't buying the lies Trumpy is selling them.
  11. Amusing to see Trump supporters become the one thing they used to mock the most--snowflakes. Back to your safe space (politics section), snowflakes! Can't hide the POTUS' incompetence anymore behind duplicitous wise cracks about Obama/Hilary/Biden, it's too much to hide when there are 100k body bags being manufactured by the DOD. https://www.abc57.com/news/dod-working-to-get-100-000-body-bags-in-anticipation-of-increasing-coronavirus-deaths
  12. Quite frankly, that’s a third grade comment. throwing inventive means you dont have a clue Spek. I put you in the Dalal pile
  13. Many of those red areas also coincide with "local/state government taking COVID the least seriously", so the severe cases/deaths unfortunately may reflect that... After all, there is a correlation between those who live in the red areas and those who are aligned with/follow what this POTUS tells them--it's a "hoax", "like the flu", "no one in West Virginia has it", and "churches will be packed in Easter for a celebration". Note the similarities in maps... https://static01.nyt.com/images/2020/04/02/us/virus-distancing-promo/virus-distancing-promo-threeByTwoMediumAt2X-v4.png Source: https://www.nytimes.com/interactive/2020/04/02/us/coronavirus-social-distancing.html
  14. Many of those red areas also coincide with "local/state government taking COVID the least seriously", so the severe cases/deaths unfortunately may reflect that... After all, there is a correlation between those who live in the red areas and those who are aligned with/follow what this POTUS tells them--it's a "hoax", "like the flu", "no one in West Virginia has it", and "churches will be packed in Easter for a celebration".
  15. Because nepotism is part of this guy’s MO....oh, wait folks—look over there it’s Hunter Biden!! Diversion. It works like a charm.
  16. Physician responds to b.s. Fox New propaganda on air about "millions and millions of tests", mentions how U.S. response pitiful compared to S Korea despite having 1st confirmed cases on same date (Jan 19):
  17. It's ill-advised, perhaps even Irresponsible for non-experts to promote wearing of masks during a pandemic to a population unaccustomed to wearing masks. New mask wearers will fiddle with the masks from discomfort, thereby increasing their risk of transmission by transfer from their hands. Here are two McGill University medical experts weighing in with that message: No it isn't. Regular masks (not N95) prevent asymptomatic people from infecting others. They're quite effective elsewhere and should be worn by all. They shouldn't replace other measures, and people should be educated about them (as they have been in asia), rather than assume they're too dumb and shouldn't wear them. See: https://medium.com/@Cancerwarrior/covid-19-why-we-should-all-wear-masks-there-is-new-scientific-rationale-280e08ceee71 https://medium.com/@thejanellemj/please-join-me-in-wearing-a-mask-71e0e3f4fe4a Otherwise, it's like saying that people shouldn't wash their hands because they might do it badly and get a false sense of protection from it, or whatever... It's not about people being dumb. It's not even necessarily about education. It's instinct. When you first grow a beard, it will be itchy, and you WILL scratch it. But you get used to it over time. If you want to get a population used to wearing masks, you want them to get used to it OUTSIDE of a pandemic, because INSIDE of a pandemic, face-touching is a major cause of transmission. You have exhibit A above. Tobi wears a mask, and his glasses fog up. What does he do next? I am asking for the evidence that shows that new mask-wearers won't touch their face, not for evidence that masks work to prevent aerosol-based transmission. I estimate that, p(catching the virus from breathing it in from respiratory droplets) >>> p(catching the virus from touching your face after touching object with virus because mask is uncomfortable) Hence, there is a steep asymmetry: the benefit of wearing a mask >>> the cost/risk of wearing a mask You can't wait for the world to generate "evidence" to help you deciding how to act in a highly evolving, uncertain situation. You have to make quick estimates and act accordingly, with precaution as the #1 goal. Edit: And the above does not even consider the benefits of an infected individual of wearing a mask (for everyone else around them). Here is some "evidence", if that's what you are looking for:
  18. Yeah, De Blasio also managed this terribly. WHO has been mocked by many for a while (esp for not recommending masks). Cuomo has been doing well however IMO. Many people (even on this forum) dismissed this threat as recently as a week ago. These people did not sign up to be POTUS, so the magnitude of damage from their errors is contained. I expect a POTUS to overreact (not listen to "academic models") and invoke precautionary principle when it comes to nat'l security. Especially when the threat is clearly playing out in the same way across the world. Like I said, different standards for POTUS among people. He did overreact with the travel ban, but did not follow this up with any other effective actions. His repertoire seems limited to tax cuts, tariffs, and travel bans, hence his limitations as a leader and the crisis we now have unfolding in the United States with ~200k positive cases despite being among the last countries to get this outbreak. Oh, and let's leave out calling this "like the flu" or a "hoax" or saying we'll be "back online by Easter"
  19. Spot on. The lack of basic understanding shown in early stages of this is beyond belief. I still believe they are downplaying the true possible numbers here. Two more weeks and we will know, by tomorrow US will likely have 200K+ infections. Yes our "experts" showed great lack of understanding in early stages by their own admission. Dr. Fauci said "The American people should not be worried or frightened by this. It's a very, very low risk to the United States," Dr. Fauci said. https://thehill.com/homenews/sunday-talk-shows/479939-government-health-agency-official-corona-virus-isnt-something-the' January 26 Director Redfield agreed with Dr. Fauci's assessment, saying that at that time in January the information coming out of China suggested "they were pretty certain that this was not transmitted human to human." https://radio.foxnews.com/2020/03/27/cdc-director-reacts-to-resurfaced-tape-of-dr-anthony-fauci-downplaying-virus-threat/ I will ask you one thing and its very simple. On February 5th as they are voting for impeachment, did you spend one second of time on Covid, even though already China had lockdown and US had travel restrictions on January 31st? Fauci downplayed the threat mid January, but by late January/early Feb the threat was taken seriously and you have evidence of that from congress members dumping shares and Trump putting in place a travel ban to China (and not following any of that up w other measures/FDA & CDC stopping a Seattle ID doc from testing people). WH gets things called intelligence briefings and one might say it’s the executive branch's job to anticipate and prepare for threats like these, but clearly some of us just hold the Presidency to a different standard than others... What’s even more interesting is WH defenders were quick to attack China’s “slow response” and now defend this administration which had multi month head start to prepare and did not. The irony is not apparent to them...
  20. OT. Ahh, so this might be an explanation for a belief that you get cold/flu/pneumonia from being cold (or in the cold). It's just the MCC - and maybe some other parts of immune system? - work worse when a person is cold (is outside in the cold), so they are more likely to get infected? Thanks for insight. Most definitely. And remember--cold air is also drier (less humid), so it may dry out mucous lining in airways as you breathe it in (esp if you are a mouth breather vs nose breather) which impairs MCC/allows viruses to attach and gain entry into cells. Studies also show respiratory droplets (containing influenza for example) travel shorter distances in humid air vs dry air which may explain why Flu is seasonal towards cold/dry seasons (https://jvi.asm.org/content/88/14/7692). As COVID also spreads via respiratory droplets, humidifying indoors spaces and maintaining warmer temps is a low risk, potentially high reward action you can take to protect yourself.
  21. My recommendations would be as follows (if not infected or if infected). If you are infected with URI symptoms, remember the goal is to prevent spread to your lungs (i.e. a lower respiratory tract infection). If you keep it as URI (in your nose, throat/pharynx), over time you will build antibodies (IgG in particular) to defend your whole body including lungs. Stop spread to the lungs however you can/optimize defenses by: 1) Humidify indoor spaces: mucociliary clearance (MCC) is the lung's primary innate defense mechanism (innate immunity, does not require prior exposure to a pathogen). Patients with impaired MCC (cystic fibrosis) are prone to frequent pneumonia. Studies show MCC is optimized at 100% relative humidity, adequate hydration, and avoiding cold temps (Pubmed ID: 27864314, https://www.researchgate.net/figure/Mechanisms-involved-in-respiratory-epithelial-innate-immunity-Inhaled-pathogens-such-as_fig1_304577962, https://www.ncbi.nlm.nih.gov/pubmed/25361567) 2) Maintain hydration. If dehydrated, hydrate with fluids consistent with oral rehydration therapy (water + some sugar + salts) which allows H2O to be absorbed optimally via osmosis in GI tract. This keeps your airways moist, optimizes MCC, and increases mucous layer on respiratory epithelium (PCL) which prevents viral attachment and allows for clearance (Pubmed ID: 27864314) 3) Avoid cold temps (MCC/beating of the cilia is optimized when you are at core body temp/you don't breathe in super cold air) (Pubmed ID: 27864314) 4) Vitamin D at least 2000 IU a day has been shown to reduce URI frequency/severity, particularly in those who are Vitamin D deficient (increased deficiency in low sunlight places) (https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3543548/) 5) Avoid close contacts (there may be a correlation to viral load and disease severity, but a lot of uncertainty at this point) 6) Light/moderate exercises (only if you are not sick, can help overall immune function) 7) Daily multi vitamin, fruits/vegetables Obviously some of these depend on if there is no contraindication in the individual/underlying conditions that would preclude doing these
  22. "An ounce of prevention..." or another useless saying (for those who will now end up spending pounds and pounds on the cure). Unfortunately a lot of innocent people (restaurant workers, etc) will end up paying for much of the cost, let alone those who lose family members/themselves to this tragic pandemic. Another useless data point for the "nothing could be done anyway" and "we can't blame our leaders" (a.k.a. "keep politics out of this discussion please") crowd. Carry on. They're constantly trying out new narratives to shift the blame elsewhere. We've seen the "blame the governors" and "blame china", and I've seen that recently they've been thinking of trying "the impeachment distracted Trump from focusing on the virus". Just making stuff up to pass the buck, holding the president to the standards of a child rather than someone who should be a competent executive able to deal with multiple complex problems, which is the whole job in the first place.. Don't lose too much faith in the intellectual capacity of all of our leaders though. After all, several members of Congress saw the writing on the wall after a late January Intelligence briefing and showed it with their investment decisions shortly thereafter. They just chose not to speak up because it might scare people/markets which would then anger the child in the White House (after all, at that time, the child could still use the "How is your 401k doing?" campaign line). What a great state of affairs we have.
  23. So their best guess for CFR is 1.38% (or more than an order of magnitude worse than the flu). Based on that, the number of patients requiring ICU beds is probably 10x or more (10-15% of infections)--hence the concern about healthcare strain and how this is not "just like the flu".
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