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boriquagato's profile
el gato malo
el gato malo
el gato malo
@boriquagato

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el gato malo

@boriquagato

you like to pretend that you don't like bad cats, but deep down, you know you do. investment advice likely to give you toxoplasmosis.

Puerto Rico, USA
Joined April 2018

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    el gato malo‏ @boriquagato May 16

    one of the key questions today is "does social distancing work to stop covid deaths?" i've done a lot of work on this in recent months. the answer looks to be an extremely clear "no". if it did, we'd expect less social interaction to correlate to fewer deaths. but it doesn't.pic.twitter.com/gMrfVzGbBt

    10:09 AM - 16 May 2020
    • 403 Retweets
    • 753 Likes
    • Ninad Parab alexander ruhle Sally Hobbs Mello.B33 Oli Viner Alex R Dell Josh Stevenson golooraam Joe
    72 replies 403 retweets 753 likes
      1. New conversation
      2. el gato malo‏ @boriquagato May 16

        as every 1st year stats student knows, you can have correlation without causality. BUT causality without correlation is deeply implausible. how do you cause something and not show a relationship to it? this is a severe problem for the idea that distancing worked.pic.twitter.com/tKXnIYZSxw

        4 replies 35 retweets 142 likes
        Show this thread
      3. el gato malo‏ @boriquagato May 16

        correlation is inverse to prediction. more distancing is associated with more deaths, not fewer. we see this in every individual series in the google data some have argued that parks are an issue and should be treated separately i tried that. it makes no material differencepic.twitter.com/KtMs9etb7R

        3 replies 45 retweets 112 likes
        Show this thread
      4. el gato malo‏ @boriquagato May 16

        we can also check time at home as a proxy for shelter in place. if SIP works, then more time at home should lead to fewer deaths. but, again, we see a solidly inverse correlation: more SIP is associated with more deaths. this is evidence that SIP has not worked.pic.twitter.com/FCciaS2gms

        4 replies 42 retweets 119 likes
        Show this thread
      5. el gato malo‏ @boriquagato May 16

        el gato malo Retweeted el gato malo

        someone always asks (and it's a good question) so please read this. this inverse relationship to hypothesis is not predominantly driven by stronger outbreaks leading to stricter policy. it may have had some effect, but not enough to invert R2.https://twitter.com/boriquagato/status/1255553218014109696?s=20 …

        el gato malo added,

        el gato malo @boriquagato
        many have posited that this inverse relationship is driven by worse outbreaks driving stronger distancing reactions. i suspected this too. so i tested it. i ran US state case counts to see if higher counts drove stricter policy. nope. r2 is minimal. this is noise. pic.twitter.com/NOQvwQhtw0
        Show this thread
        2 replies 11 retweets 60 likes
        Show this thread
      6. el gato malo‏ @boriquagato May 16

        a word here on what this does and does not mean this data proves the claim that SD/SIP did not work causality without correlation is all but impossible it does NOT prove that SD caused more deaths it is consistent w/ that hypothesis, but does not rise to the standard of proof

        4 replies 12 retweets 81 likes
        Show this thread
      7. el gato malo‏ @boriquagato May 16

        this result holds all over the world and in every component data series there as well. (i have not updated this chart because i've become focused on the US and i'm lazy. but the relationship was, up until 4/29, highly stable over time. i suspect it looks similar today)pic.twitter.com/RkAsqdXul8

        6 replies 23 retweets 84 likes
        Show this thread
      8. el gato malo‏ @boriquagato May 16

        i have tried to work out lots of ways to check this result as, honestly, it surprised me. one method is to look at the relative performance of US states. their responses varied widely NE and SD were up 5 and 6% HI and VE were -55% avg was -28.5, median -29%pic.twitter.com/QJmSCi3axJ

        3 replies 8 retweets 54 likes
        Show this thread
      9. el gato malo‏ @boriquagato May 16

        we can now look at what the US did. social distancing began on 3/15 when the SIS ticked negative for the first time. on 3/29, peak response was reached. this is why i have chosen 3/29 for my reference date for policy. peak response continued at very consistent levels to 4/24pic.twitter.com/h0VMJNyyxZ

        2 replies 18 retweets 57 likes
        Show this thread
      10. el gato malo‏ @boriquagato May 16

        states all largely follow this pattern. this gives us an interval of 27 days of peak response. time from infection to death is ~24 days +/- 5, so this is perfect. 24 days from 3/15 is 4/7. 24 days from 3/29 is 4/22 24 days from 4/24 is 5/17

        1 reply 4 retweets 38 likes
        Show this thread
      11. el gato malo‏ @boriquagato May 16

        we can expect the data from 4/7 to not yet see much effect from policy. we can expect data by 4/22 to be showing response to policy. we can expect data on 5/16 to not yet be showing response from the end of distancing but capture the whole of distancing response. so:

        1 reply 2 retweets 34 likes
        Show this thread
      12. el gato malo‏ @boriquagato May 16

        we can plot state rankings on 5/16 vs those on 4/7. to the extent that policy has effect, we should see rankings change. but 67% of position on 5/16 is predicted by position on 4/7. that's strongly suggestive of a driver other than distancing for outcomes.pic.twitter.com/o8QwQ2TWjI

        1 reply 9 retweets 45 likes
        Show this thread
      13. el gato malo‏ @boriquagato May 16

        i also checked all states that rose in ranking (got worse) vs those that dropped (got better). i averaged the social distancing response on 3/29 for those states. they are literally identical. you have to go 4 decimal places deep to find any variance at all.pic.twitter.com/jQvcewB0d1

        1 reply 6 retweets 50 likes
        Show this thread
      14. el gato malo‏ @boriquagato May 16

        so there is zero predictive ability on rise or fall in ranking based on distancing response. (actually states that worsened were 0.0003478 more locked down) we can see this another way by looking at change in rank vs distancing response. again, basically zero correlation.pic.twitter.com/wZyVocW2zX

        1 reply 11 retweets 48 likes
        Show this thread
      15. el gato malo‏ @boriquagato May 16

        change in deaths per million from 4/7 to 5/16, like the other distancing data, rose with more distancing. this is inverse to prediction if SD worked. but i don't love this measure. it means that a rise from 1000 to 1200 looks worse than one from 50 to 150.pic.twitter.com/eQDtVs8MYi

        2 replies 4 retweets 39 likes
        Show this thread
      16. el gato malo‏ @boriquagato May 16

        we can look at % change as well. (WY omitted b/c of divide by 0 issue) here we see near zero correlation where we would expect to see strong correlation if SD were highly effective i do not like this measure either as it means going from 2 to 10 is worse than from 300 to 1000pic.twitter.com/dXkFnNtBJ7

        2 replies 11 retweets 46 likes
        Show this thread
      17. el gato malo‏ @boriquagato May 16

        but the two together sort of bracket the issue and both are saying the same thing: there is no evidence that distancing works. (sidenote: if someone has a clever way to measure this variance to avoid these issues, i'd love to see it)

        1 reply 3 retweets 40 likes
        Show this thread
      18. el gato malo‏ @boriquagato May 16

        a word on why i chose the metrics i did. cases are not useful as a metric. they are too related to changes in testing levels and that leads to the issue shown below. most states report cases on the day the test comes back, not date of infection or testing.pic.twitter.com/WEmE6GFU9n

        1 reply 2 retweets 40 likes
        Show this thread
      19. el gato malo‏ @boriquagato May 16

        that top graph is what is reported, the bottom is what happened. this has gotten MUCH worse as antibody tests started being added to case totals. it takes 2 weeks for IgG to even show up. so every one of those "cases" is at least 2 weeks old. they could be 3 months old.

        1 reply 2 retweets 40 likes
        Show this thread
      20. el gato malo‏ @boriquagato May 16

        it's also not even clear that cases are bad. you WANT mild cases. that is how you breed herd immunity and it makes it easier to protect the vulnerable later. so i just see no useful way to use it as a metric.

        1 reply 3 retweets 47 likes
        Show this thread
      21. el gato malo‏ @boriquagato May 16

        the point of flattening the curve was supposed to be sparing hospitals from being overwhelmed and saving lives. ICU data is too siloed, inconsistent, and poorly sanitized. i could not find a good way to work with it that left deaths.

        2 replies 3 retweets 48 likes
        Show this thread
      22. el gato malo‏ @boriquagato May 16

        deaths/day is not useful because it has the same date of report vs date of death issue shown above. you cannot tell if you're measuring disease curve or a rise in testing. that left deaths per million, which seems a great metric for policy success once you account for lag.

        3 replies 3 retweets 43 likes
        Show this thread
      23. el gato malo‏ @boriquagato May 16

        el gato malo Retweeted el gato malo

        i just cannot find any way to cut this data that makes it look like distancing/lockdown did anything at all. and this actually fits with the CDC's own assessment in their pandemic guidelines for non pharmaceutical intervention.https://twitter.com/boriquagato/status/1259142805105938432?s=20 …

        el gato malo added,

        el gato malo @boriquagato
        this is a stunning quote it's from the CDC pre-pandemic planning guidance for use of non-pharmaceutical intervention they flat out KNEW that lockdowns have rapidly declining effect once infection rates hit 1% they completely missed the window here small wonder it didn't work pic.twitter.com/ilB3OJWU5i
        Show this thread
        3 replies 25 retweets 83 likes
        Show this thread
      24. el gato malo‏ @boriquagato May 16

        once disease prevalence exceeds 1%, the efficacy of quarantine and distancing falls apart. we were likely past that in most metro areas by 3/15. this was known to the "experts". it was in their own guidelines. yet they pushed for something radically different. why?

        2 replies 30 retweets 97 likes
        Show this thread
      25. el gato malo‏ @boriquagato May 16

        we just spent $4 trillion closing the barn door when the horse has already jumped the fence. it never had a prayer of working. we need to ask some VERY pointed questions about what just happened here. the one thing it clearly was not was "science".pic.twitter.com/OjK5Kr8SLI

        14 replies 36 retweets 130 likes
        Show this thread
      26. End of conversation

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