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rubiconcapital_'s profile
Kelly Brown
Kelly Brown
Kelly Brown
@rubiconcapital_

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Kelly Brown

@rubiconcapital_

Independent investor. Concentrated portfolio in high-quality companies with ethical, competent management. Accidental & unofficial COVID-19 data analyst.

linkedin.com/in/kelly-brown…
Joined March 2019

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    1. Kelly Brown‏ @rubiconcapital_ Mar 15

      Ontario Science Table lockdown policy, backed by @fordnation, @JohnTory & @epdevilla, appears to have dramatically shifted C-19 disease burden onto the low income, high visible minority, high household density, high service worker areas of Toronto. Shocking #’s & visuals follow.pic.twitter.com/pn25MtTwGO

      24 replies 157 retweets 311 likes
      Show this thread
    2. Kelly Brown‏ @rubiconcapital_ Mar 15

      First, a message to vulnerable communities: In my opinion, health/govt officials put you in harms way. They⬆️your mobility *relative to the population*, shifting community disease burden onto you. They did not care about you. They cared about themselves and their failed policy.

      2 replies 22 retweets 93 likes
      Show this thread
    3. Kelly Brown‏ @rubiconcapital_ Mar 15

      We know there were relative disease burden differences. But to what degree?

      2 replies 7 retweets 40 likes
      Show this thread
      Kelly Brown‏ @rubiconcapital_ Mar 15

      Of Toronto’s 140 neighbourhoods, in the 2nd wave… The 35 lowest income neighbourhoods vs. the 35 highest income neighbourhoods had*: 2.9x more cases 2.7x more hospitalizations 2.2x more deaths *all figures are per 100,000pic.twitter.com/Ms6WCQ0yBE

      3:49 PM - 15 Mar 2021
      • 32 Retweets
      • 118 Likes
      • Dr NO-T Worried Canadian Nadine Doe Leila O Cottage Fox🌸Gulag Prisoner 151 🆘🇨🇦🆘🇨🇦 Dr.Benny Hoser NotMd(TM) Joe Guthrie ERdoc 🌸Freedom Anna🌸🇨🇦🇸🇪
      8 replies 32 retweets 118 likes
        1. New conversation
        2. Kelly Brown‏ @rubiconcapital_ Mar 15

          The 35 neighbourhoods with highest concentration of visible minorities vs. the lowest 35 had: 2.6x more cases 2.1x more hospitalizations 1.6x more deathspic.twitter.com/wyWbOK5N7X

          1 reply 12 retweets 50 likes
          Show this thread
        3. Kelly Brown‏ @rubiconcapital_ Mar 15

          The 35 neighbourhoods with highest household densities vs. the lowest 35 had: 2.9x more cases 2.2x more hospitalizations 2.0x more deathspic.twitter.com/UOe1YvJyHv

          1 reply 11 retweets 42 likes
          Show this thread
        4. Kelly Brown‏ @rubiconcapital_ Mar 15

          And lastly, the 35 neighbourhoods with highest concentration of non-healthcare essential service industries vs. the lowest 35 (i.e. work-from-home neighbourhoods) had: 3.2x more cases 3.0x more hospitalizations 1.9x more deathspic.twitter.com/k9LZUcLsk1

          1 reply 15 retweets 50 likes
          Show this thread
        5. Kelly Brown‏ @rubiconcapital_ Mar 15

          IMO, these data show that OST and gov’t lockdown policy may have facilitated dramatically higher C-19 disease burden in the most mobile/vulnerable areas, by reducing the relative mobility of high income, work-from-home, low visible minority, low household density areas.

          2 replies 14 retweets 75 likes
          Show this thread
        6. Kelly Brown‏ @rubiconcapital_ Mar 15

          Yet we are calling for more of these restrictions?https://toronto.citynews.ca/2021/03/15/ontario-hospital-association-province-third-wave-covid19-toronto-de-villa-variants/ …

          5 replies 7 retweets 61 likes
          Show this thread
        7. Kelly Brown‏ @rubiconcapital_ Mar 15

          Kelly Brown Retweeted Kelly Brown

          I first pointed out the disastrous disease burden shifts already occurring across Toronto neighbourhoods back in November 2020, in two extensive threads (this one from the 22nd):https://twitter.com/rubiconcapital_/status/1330602256685821955?s=20 …

          Kelly Brown added,

          Kelly Brown @rubiconcapital_
          32/ Fascinating stuff all around. Its clear that: 1. There are vast differences in prevalence levels and growth across the city, with much of the city perhaps(?) already past its peak. 2. The burden of lockdown falls heaviest on those least able to bear it in our city.
          Show this thread
          1 reply 5 retweets 44 likes
          Show this thread
        8. Kelly Brown‏ @rubiconcapital_ Mar 15

          4 days later, on Nov. 26, @SteiniBrown of the OST, for the 1st time (to my knowledge) directly addressed disease burden differences. But he blamed “long-standing structural factors” (not the pandemic or policy) and offered a new term: “Prevention Gap”. https://www.youtube.com/watch?v=uoe4g-2qrTk&t=1056s …pic.twitter.com/co0UIrwdGn

          1 reply 4 retweets 41 likes
          Show this thread
        9. Kelly Brown‏ @rubiconcapital_ Mar 15

          On January 28th, @SteiniBrown also acknowledges higher C-19 case burden borne by essential services workers (below slide), but simply reiterates need for workplace safety measures, and does not elaborate on the relative disease burden causes, imo. https://www.youtube.com/watch?v=dynMhEzxXGM&t=869s …pic.twitter.com/cVJr1UrjYD

          1 reply 7 retweets 35 likes
          Show this thread
        10. Kelly Brown‏ @rubiconcapital_ Mar 15

          But (and lastly), before we declare, as many do, that SARS-CoV-2 is simply a prejudicial virus, and its prejudice (and not lockdowns) caused the relative disease burden differences, let’s think a little deeper and remember that…

          1 reply 5 retweets 33 likes
          Show this thread
        11. Kelly Brown‏ @rubiconcapital_ Mar 15

          ….as we know, higher service worker neighbourhood concentrations correlate strongly with cases per 100k...pic.twitter.com/ygySLAZwuj

          1 reply 5 retweets 36 likes
          Show this thread
        12. Kelly Brown‏ @rubiconcapital_ Mar 15

          …but that, unfortunately, the following neighbourhood characteristics also strongly correlate with high service worker concentration… Visible minorities Average household size Average income (inversely correlated)pic.twitter.com/2cOyZuIMh8

          1 reply 5 retweets 32 likes
          Show this thread
        13. Kelly Brown‏ @rubiconcapital_ Mar 15

          C-19 is not a prejudicial virus—but imo, the Ontario Science Table and gov’t policies turned the virus prejudicial when it shut down all of society, shifting relative mobility, contact, and thus disease burden onto those the services-based/low-income/vis-min/dense neighbourhoods.

          6 replies 18 retweets 83 likes
          Show this thread
        14. Kelly Brown‏ @rubiconcapital_ Mar 15

          End these lockdowns now.

          4 replies 16 retweets 113 likes
          Show this thread
        15. Kelly Brown‏ @rubiconcapital_ Mar 15

          Kelly Brown Retweeted Kelly Brown

          /sources addendum Toronto C19 Data: https://open.toronto.ca/dataset/covid-19-cases-in-toronto/ … Service industry definitions:https://twitter.com/rubiconcapital_/status/1330598859052097544?s=20 …

          Kelly Brown added,

          Kelly Brown @rubiconcapital_
          14/ These neighbourhoods have the city’s highest %’s of employment in community, facing essential services industries like retail, as well as in transport, warehousing, manufacturing, and construction. i.e. those people/neighbourhoods keeping the city going and food on plates. pic.twitter.com/wfG2kmcKtZ
          Show this thread
          4 replies 8 retweets 36 likes
          Show this thread
        16. End of conversation

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