Charlie Robertson, Discover and Read the Best of Twitter Threads by @RencapMan

Charlie Robertson

RencapMan

Three themes of the past five years are likely to be reversed/undermined by COVID-19 over the next few years. 1) ESG. Those who invested in this, eg by avoiding fossil

We think if the coronavirus virus is widespread, a few tests will produce a high positive ratio. It is concerning if the ratio remains high in recent tests (#Nigeria, #Senegal).

Like many, we've modelled potential deaths per country using two different case fatality rates (Hubei vs ex-Hubei) and then reversed the model to see what it implies about how many

We all recognize that testing data doesn't tell us how prevalent the coronavirus is. If the % of positive test results for a recent day are higher than the cumulative

For months, there has been argument about testing data globally (it's not consistent) and this is also an issue with deaths data too. Some like France and Belgium include non-hospital

The US was very slow to do coronavirus testing but has now done so much (and found so many) that US states account for half the top countries/US states in

Austria and Switzerland now have less active #coronavirus cases than a week ago. This is why Austria is prepared to consider easing lockdown measures marginally around Easter. Emerging markets #Qatar,

Maybe factories move closer to Europe .. including to North Africa and Turkey .. but this could also be driven by rising costs in China. And resilience is prized today

How long will #lockdowns last ? This #thread suggests lockdowns end no earlier than the end of May in Italy and California, followed by most of Europe, but early June