Asset Heavy Benefits from Demographic Destiny, COVID Trends Remain Positive in US

The global picture for COVID-19 is improving as daily cases are falling across the US, Western Europe and much of Asia. However, India and Pakistan cases are at alarming levels despite being significantly down from their heights. Latin American cases have also been creeping up and are now at 150,000 per day versus 75,00 per day 90 days ago.

In the US, daily deaths are steadily improving and averaging 450 a day which is down from a high of 3,272 in January. So, this is a substantiable improvement. However, 450 deaths per day still means that the annualized rate of COVID-19 deaths are horrifically high at about 164,000 per year. This level is roughly three times all the US combat deaths in Vietnam, so it is substantial. We have deduced with the help of tireless Ken and our data science team that nearly 10% of the deaths are in Florida. There are six states that account for about 40% of daily death: Fl, CA, TX, IL, MI, OH, PA. We have also noticed that daily deaths are rising in six states as well, the only of which is common to the previous list is OH. The other five are WI, IN, MT, TN, and SD. So, deaths are concentrated in a few states and OH is the only states with a lot of deaths moving in the wrong direction.

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