It’s Happening!

The reopening of the economy is happening at a pretty quick pace right now. Here’s a graph of TSA and OpenTable data from just before the pandemic started until now.

TSA traffic is back to averaging close to 1.5 million people while open table data is only down 25% now. You can see the steady uptrend over the last 3 weeks.

This will only continue as the vaccines continue to roll out.

The Good and the Bad on New COVID Cases

Bad new: U.S. had a record number of new cases yesterday. Good news: It’s because testing is improving. Conclusion: If governors stick to their rules, still a few weeks of stay at home.

California (my home state) is also near record high new cases.

One criteria is testing, which we still need more of. We also don’t have the capacity to test and trace. We don’t have a 14 day decline of cases. In fact, in theory, we now need 13 days of declining positives to meet the reopening criteria nationwide.

Regardless of what you think about the ‘rules,’ we don’t set them – Elected officials do. My predictions are based on their laid out criteria. I still see an opening of May 15th or later for the major population areas of the U.S.