Continuing An Optimistic Assessment of COVID-19 | Value Investing News

Continuing An Optimistic Assessment of COVID-19

  • Before I go on, I want to point out some useful sites for getting data and resources.
  • The absolute numbers of total cases, new cases, total deaths and new deaths make great headline fodder, but the real news should be looking at the percentage rates of growth of total cases and new cases.
  • The data also tends to be more noisy, but that’s what the regression analysis is for — smoothing out the data in a theoretically consistent way, and allowing tracking to be done so that a policymaker could estimate if they are doing better or worse than expected.
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