Tuesday, August 22, 2023

Last Mile Delivery -- Robotics -- AI -- Update -- August 22, 2023

Another "take' on THE song, link here:

Yellow files for bankruptcy. Reuters. One hundred years old ... and just like that, gone.


UPS workers approve "massive" new contract, link here.

When employees ("the union") gets a "massive" new labor deal, what do employers do? See the story by Chris Otts several stories below.

The "last mile" truckers, link here. The "next big thing":

First obvious question: is Amazon unionized. Link here. Yes, but hardly, and the union with Amazon seems to be going nowhere. 


This may look "bad" for robotic taxis, but they're coming:

When employees ("the union") gets a "massive" new labor deal, what do employers do? Link here.

What are the top differences among FedEx, UPS? Link here.

  • UPS: 19.6% market share.
    • more ground vehicles
  • FedEx: 14.2% market share.
    • a larger air fleet

Consumer Reports on holiday shipping, link here.

"Last mile" delivery and robots, link here

Monday, August 14, 2023

Fauci -- August 14, 2023

The more I read, the more respect I have for Dr Fauci.

We'll see if that "holds true" over time.

August 18, 2023: The Premonition: A Pandemic Story, Michael Lewis. Two things:

  • why Trump couldn't fire Fauci, p. 290.
  • why Sweden got it wrong; why "herd immunity" doesn't work
From the book, page 280:
"The CDC has let itself be used by the Trump administration to lead the United States in a direction opposite to the direction thhe United States had once led the world. ("It was our ability to refocus India from herd immunity to attacking the virus that allowed smallpox eradication to succeed.")

Why herd immunity did not work -- and why it will not work -- Covid-19. Why Sweden got it wrong.

From Johns Hopkins, September 13, 2021, link here.

"Rethinking herd immunity and the Covid-19 response end game." Gypsyamber D'Souza and David Dowdy.

It raises the question: is Covid-19 different than the "Pox-MMR" viruses that seem not to mutate, have multiple strains, unlike Covid-19 and seasonal flu which "mutate" / change frequently.

Were D'Souza and Dowdy remiss in suggesting any role that "herd immunity" can play. 

See Mayo Clinic here.

More and more I read suggests that public health officials have got to say that for Covid-19, "herd immunity" simply will not work as a public health policy for Covid-19.

Sure, if you want into a party with 99 other people, all of whom are immune, and you are the only that is not vaccinated, you won't get Covid-19 at that party. The problem is that you will go to another party and another party and another party. Worse, you will go home to your five-year-old unvaccinated child who has been in school all day.

However, and this is great news: folks are always looking for an excuse not to go to work. Now, anyone with the sniffles will stay home, and in a crazy way, the US population is breaking the chain of infection.

It will be interesting to see the graphs for 2023 - 2024 and then again, 2024 - 2025.

Sweden now gets vaccinated. Link here.

Sunday, August 13, 2023

US Covid Death Rate -- NY Times -- Data From 2022




Two years into the pandemic, the coronavirus is killing Americans at far higher rates than people in other wealthy nations, a sobering distinction to bear as the country charts a course through the next stages of the pandemic.

The ballooning death toll has defied the hopes of many Americans that the less severe Omicron variant would spare the United States the pain of past waves. Deaths have now surpassed the worst days of the autumn surge of the Delta variant, and are more than two-thirds as high as the record tolls of last winter, when vaccines were largely unavailable.

With American lawmakers desperate to turn the page on the pandemic, as some European leaders have already begun to, the number of dead has clouded a sense of optimism, even as Omicron cases recede. And it has laid bare weaknesses in the country’s response, scientists said.

“Death rates are so high in the States — eye-wateringly high,” said Devi Sridhar, head of the global public health program at the University of Edinburgh in Scotland, who has supported loosening coronavirus rules in parts of Britain. “The United States is lagging.”

Some of the reasons for America’s difficulties are well known. Despite having one of the world’s most powerful arsenals of vaccines, the country has failed to vaccinate as many people as other large, wealthy nations. Crucially, vaccination rates in older people also lag behind certain European nations.

The United States has fallen even further behind in administering booster shots, leaving large numbers of vulnerable people with fading protection as Omicron sweeps across the country. 

The resulting American death toll has set the country apart — and by wider margins than has been broadly recognized. Since Dec. 1, when health officials announced the first Omicron case in the United States, the share of Americans who have been killed by the coronavirus is at least 63 percent higher than in any of these other large, wealthy nations, according to a New York Times analysis of mortality figures.

In recent months, the United States passed Britain and Belgium to have, among rich nations, the largest share of its population to have died from Covid over the entire pandemic.

For all the encouragement that American health leaders drew from other countries’ success in withstanding the Omicron surge, the outcomes in the U.S. have been markedly different. Hospital admissions in the U.S. swelled to much higher rates than in Western Europe, leaving some states struggling to provide care. Americans are now dying from Covid at nearly double the daily rate of Britons and four times the rate of Germans.

The only large European countries to exceed America’s Covid death rates this winter have been Russia, Ukraine, Poland, Greece and the Czech Republic, poorer nations where the best Covid treatments are relatively scarce.

“The U.S. stands out as having a relatively high fatality rate,” said Joseph Dieleman, an associate professor at the University of Washington who has compared Covid outcomes globally. “There’s been more loss than anyone wanted or anticipated.”

As deadly as the Omicron wave has been, the situation in the United States is far better than it would have been without vaccines. The Omicron variant also causes less serious illness than Delta, even though it has led to staggering case numbers. Together, vaccines and the less lethal nature of Omicron infections have significantly reduced the share of people with Covid who are being hospitalized and dying during this wave.

In Western Europe, those factors have resulted in much more manageable waves. Deaths in Britain, for example, are one-fifth of last winter’s peak, and hospital admissions are roughly half as high.

But not so in the United States. Record numbers of Americans with the highly contagious variant have filled up hospitals in recent weeks and the average death toll is still around 2,500 a day.

Chief among the reasons is the country’s faltering effort to vaccinate its most vulnerable people at the levels achieved by more successful European countries.

Twelve percent of Americans 65 and over have not received either two shots of a Moderna or Pfizer-BioNTech vaccine or one Johnson & Johnson shot, which the C.D.C. considers fully vaccinated, according to the agency’s statistics. (Inconsistencies in C.D.C. counts make it difficult to know the precise figure.)

And 43 percent of people 65 and over have not received a booster shot. Even among the fully vaccinated, the lack of a booster leaves tens of millions with waning protection, some of them many months past the peak levels of immunity afforded by their second shots.

In England, by contrast, only 4 percent of people 65 and over have not been fully vaccinated and only 9 percent do not have a booster shot.

“It’s not just vaccination — it’s the recency of vaccines, it’s whether or not people have been boosted, and also whether or not people have been infected in the past,” said Lauren Ancel Meyers, the director of the University of Texas at Austin’s Covid-19 modeling consortium.

Unvaccinated people make up a majority of hospitalized patients. But older people without booster shots also sometimes struggle to shake off the virus, said Dr. Megan Ranney, an emergency physician at Brown University, leaving them in need of extra oxygen or hospital stays.

In the United States, cases this winter first surged in more heavily vaccinated states in the Northeast before moving to less-protected states, where scientists said they worried that Omicron could cause especially high death tolls. Surveys suggest that the poorest Americans are the likeliest to remain unvaccinated, putting them at greater risk of dying from Covid.

America’s Omicron wave has also compounded the effects of a Delta surge that had already sent Covid deaths climbing by early December, putting the United States in a more precarious position than many European countries. Even in recent weeks, some American deaths likely resulted from lengthy illnesses caused by Delta.

But Omicron infections had edged aside Delta by late December in the United States, and epidemiologists said that the new variant was most likely responsible for a majority of Covid deaths in the U.S. today.

“These are probably Omicron deaths,” said Robert Anderson, the chief of mortality statistics at a branch of the C.D.C. “And the increases we’re seeing are probably in Omicron deaths.”

Still, the United States’ problems started well before Omicron, scientists said. Americans began dying from Covid at higher rates than people in western European countries starting in the summer, after the United States had fallen behind on vaccinations. During the Delta surge in the fall, Americans were dying from Covid at triple the rate of Britons.

By tracking death certificates that list Covid as a cause of death or as a contributing factor, Dr. Anderson said, the C.D.C. is able to ensure that it is counting only those people who died from Covid — and not those who might have incidentally tested positive before dying for unrelated reasons.

It is too early to judge how much worse the United States will fare during this wave. But some scientists said there were hopeful signs that the gap between the United States and other wealthy countries had begun to narrow.

As Delta and now Omicron have hammered the United States, they said, so many people have become sick that those who survived are emerging with a certain amount of immunity from their past infections.

Although it is not clear how strong or long-lasting that immunity will be, especially from Omicron, Americans may slowly be developing the protection from past bouts with Covid that other countries generated through vaccinations — at the cost, scientists said, of many thousands of American lives.

“We’ve finally started getting to a stage where most of the population has been exposed either to a vaccine or the virus multiple times by now,” said Dr. David Dowdy, an epidemiologist at the Johns Hopkins Bloomberg School of Public Health. Referring to American and European death rates, he continued, “I think we’re now likely to start seeing things be more synchronized going forward.”

Still, the United States faces certain steep disadvantages, ones that experts worry could cause problems during future Covid waves, and even the next pandemic. Many Americans have health problems like obesity and diabetes that increase the risk of severe Covid. 

More Americans have also come to express distrust — of the government, and of each other — in recent decades, making them less inclined to follow public health precautions like getting vaccinated or reducing their contacts during surges, said Thomas Bollyky, director of the global health program at the Council on Foreign Relations.

A study published in the scientific journal The Lancet on Tuesday by Mr. Bollyky and Dr. Dieleman of the University of Washington found that a given country’s level of distrust had strong associations with its coronavirus infection rate.

“What our study suggests is that when you have a novel contagious virus,” Mr. Bollyky said, “the best way for the government to protect its citizens is to convince its citizens to protect themselves.”

While infection levels remain high in many states, scientists said that some deaths could still be averted by people taking precautions around older and more vulnerable Americans, like testing themselves and wearing masks. The toll from future waves will depend on what other variants emerge, scientists said, as well as what level of death Americans decide is tolerable.

“We’ve normalized a very high death toll in the U.S.,” said Anne Sosin, who studies health equity at Dartmouth. “If we want to declare the end of the pandemic right now, what we’re doing is normalizing a very high rate of death.” 

Friday, August 11, 2023

Ms Michelle Obama Will Be Our Next President If Trump Is In Prison -- August 11, 2023

 

Updates

Later, 12:22 p.m. CDT: the original post was posted about two hours ago. The point of that post: to start looking at what must be done to move Biden out of the way. 

Less than two hours later, it happens.

In "strategic planning" one puts down the "end state" or the "goal" one wants. In this case, the end state is Michelle Obama to be the first women president. Walking backwards from that, the first thing that needs to be done: move Biden out of the way. Hold that thought.

Breaking: links everywhere.

The last step before the convention? The announcement from Michelle herself that she will run and intends to be the Democratic presidential nominee. The venue for that announcement: on Oprah's show. Does Oprah even have a show any more. Nope. How does Hollywood solve that problem: "an Oprah special." Watch for rumors to begin after the strike ends that Oprah will have a television special.

Original Post

Link here. Great story.


If Trump is in prison, and Biden hands the torch to Michelle, the latter will win in a landslide. Can you imagine the energy of the crowd when a past president and her husband nominates her at the convention?

Is this the correct spelling of pandemonium?

It's a given that Biden is a puppet of Obama, that 75% of the White House staff are former Obama people, and that Biden is aging before our eyes, or at least that's the meme.

The "tell": how quickly the Obamas said adios to their Martha's Vineyard mansion after the drowning of their chef. 

Friday, July 28, 2023

Intel Ericsson -- July 28, 2023

 The link.

Do you remember when you were a kid and spent hours looking at "Can You Find It" in the "Hidden Objects" or whatever it was called in "Highlights Magazine"?

Fast forward.

Do the same thing with this headline:

How many "things" can you find concerning with that announcement?

************************

One. Two failing companies partnering.

My dad always used to tell me, when two companies "merge" one is likely failing.

Two.

5G. "We're" moving onto 6G. Yes, of course, 6G won't be here for awhile, but when talking to your investors, you don't talk about a "mature" industry" or an old technology. One talks about "the next big thing."

Three.

The cloud. LOL. When you think "Cloud" do you think of either INTC (Intel) or Ericcson. LOL. Not me.

Three-b.

Here are just some of the big "Cloud" players with very deep pockets: Amazon, Apple, Google (Alphabet), Meta (Facebook). I'm sure I've missed a few.

Four.

Look at their "ticker-symbol" graphs. Not exactly promising. Except as trading stocks.

Five.

I know nothing about Ericcson except that it's "telephone."

"Telephones" are now a mature industry; no growth. The big companies? Samsung, Apple. Phones are simply their bread and butter now. They all have deep pockets and deep penetration. When was the last time you bought an Ericsson phone?

Six.

On the other hand, Ericsson pays almost 5%. Intel pays 1.4%.

Seven.

On a day the NASDAQ surges, Ericsson is likely to go negative. On a day the NASDAQ surges, INTC goes up over 5%. A great trading stock.


Monday, July 17, 2023

Cleaning Out The In - In Box —July 17, 2023

Ukraine
  • road / rail bridge to Crimean Peninsula taken out?
  • Zelensky changes strategy — taking counteroffensive “slow” — minimizing losses of men.
Apple
  • changing marketing strategy.
  • 3nm chip ready to be marketed in new laptop / surface computers.
Investing:
  • not a bubble
  • nothing like the dot.com bubble in the 1990s.




Saturday, July 8, 2023

Property Taxes -- Rocket Mortgage -- The US: The Greatest Country In The World -- July 8, 2023

July 14, 2023: Everything for TEXAS needs to be updated with this new development

The TEXAS package puts $12.6 billion of the state’s historic budget surplus toward making cuts to school taxes for all property owners, dropping property taxes an average of more than 40% for some 5.7 million Texas homeowners, and offering brand-new tax savings for smaller businesses and other commercial and non-homesteaded properties. The voters would need to approve the package in November for the cuts to take effect this year.

Using the table below: at a 40% cut --

  • the TEXAS real estate tax would go to 1.08% -- #30 on the list below, and about par with that of North Dakota;
  • the TEXAS average of $3,907 would go to an average of $2,344 -- again, about par with that of North Dakota.

North Dakota has also just passed new legislation cutting taxes. Link here.

  • North Dakota's $500 credit = $40 / month savings.
  • at the current $2,138 for North Dakota, a credit of $500 drops that to $1,638 to #15 between Tennessee and California.

Original Post

Link here.

Comments:

  • top to bottom, removing the first two, which were obviously outliers; and the last one, also an outlier;
  • range:  $1,113 - $4,942
    • a difference of $3,829 = $319 / month (coffee and parking in the big city on a daily basis)
    • the folks in the highest-property-tax states need to forgo Starbucks and start taking public transportation, start carpooling, or ask for free parking from their employer.
  • three groupings
    • 23 states: $1,000 - $2,000
    • 11 states: $2,001 - $3,000
    • 14 states: $3,001 - $5,000

In the fourteen "high-property states," there are two outliers, Nebraska ($3,754) and Texas ($3,907)

  • $3,907 / 12 = $325 (compare to the low-property tax states, average, $319
  • OMG: Texas -- $325 / month vs $319 / month in the low-property tax states

In the low-property tax states, there are three definite outliers:

  • DC ($1,221)
  • Delaware ($1,240)
  • California ($1,644)
  • throw out DC and Delaware, and we're left with California
  • we have to eliminate California, also, due to property taxes being artificially low due to Proposition 13, perhaps one of the worst tax laws to befall any state.

Back to Texas: one can also argue we need to throw out Texas due to artificially low house prices reported by Rocket Mortgage because of the really, really low how prices in almost all of Texas, outside the five major urban areas, and especially, along the Mexican border, and out west (except in oil country -- Odessa, Midland).

But that brings me to my second argument with regard to this discussion regarding property taxes.

****************
Other Links

At this link, add the property tax paid and the income tax paid in dollars.

*******************
Three Arguments

1. People have no idea what they pay in property taxes; they know exactly how much they pay in state incomes.

2. People buy the house they can afford; property taxes are just part of the mortgage payment.

3. People can cut their state income tax by reducing their income; folks can cut their property taxes by moving into an abode which has lower property taxes (dollars, not rate).

***************
Other Comments

1. The difference in annual property taxes on a monthly basis is almost inconsequential among all states.

2. Property taxes are quietly paid on a monthly basis -- folks are completely unaware.

3. Whether enough state income taxes are withheld or not, state income taxees must be filed at which time one sees immediately how much one is paying in state income taxes. 

4. Most folks paying property taxes consider that a small fee / tax for the privilege of owning one's own home.

5. Majority of folks paying state income tax seeing no value added considering ten states do not have state income tax, and that as many as 50% of residents in a state don't pay taxes in the first event.