4 Comments
  • Janet San Diego
    April 6, 2020

    Hello Brian and thank you so much for your articulate analysis and thoughtful dialogue in this ever-evolving situation. In light of this article regarding the flattening of California’s curve, could you please add a new article soon with a focused look (several different graphs a bonus) at the major cities in California, and how each has fared by comparison during this pandemic? Los Angeles, San Diego, Sacramento… and of course however you want to tackle the larger Bay Area, which could foreseeably be combined or at least consolidated if available. Thank you, this would be so very insightful! We are watching closely for new articles as your wisdom is finally reflecting a positive future outlook. Can’t wait.

    • Brian Goebel
      April 9, 2020

      Thank you very much for reading my analyses. I wish I had the time to look at all the jurisdictions in California, but I simply do not. I’ve been asked to focus on Santa Barbara County (my home) next, and I will start there. In the interim, although I do not agree with many of the conclusions the LA Times is drawing from the data, they do a good job of presenting data from various locations around the State. I would encourage you to look at their tracking data to see if it helps answer your questions.

  • Kyle Kirwan
    April 8, 2020

    Excellent analysis. Do investors understand it?

    • Brian Goebel
      April 9, 2020

      Thank you for the compliment regarding my analysis. To answer your question: It is difficult to assess what investors or the general public truly understand about the course of the pandemic in California (narrowly) or the United States (more broadly) given that almost any upward change in the data (regardless of relevance) is described as a “surge” or a “spike.” One of the reasons I began doing these Posts was to try to counteract the alarmist reporting that was not grounded in the data.

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