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The Oddity of Opening

Reopening prematurely and without adequate measures planned just makes no sense.

The polling and reporting tells the following story:

  1. Most people think that the measures aren’t there to reopen.
  2. Republican-connected groups have been pushing protests to reopen.
  3. Based on that, some Republican governors have been getting ahead of themselves and reopening.

It doesn’t make a lot of sense. While some businesses have a majority of Republicans supporting reopening, a lot do not, and even where there’s a majority, it’s still split (though maybe less or more if you factor in margins of error). There is, once again, a minority Republican view being pressed and causing policy here.

More importantly, there’s a huge business case to be made to pay what’s actually needed to reopen (testing and tracing). It could even be done in a VAT or similar vehicle! But instead of doing it correctly, there are businesses pushing for blanket immunity.

The self-described pro-business lobbies always seemed a bit fucked in the head, but they’re really smashing the old Budweiser can on their forehead this time. If the virus gets worse, all those businesses that reopen will just keep losing revenue. Immunity from lawsuits doesn’t pay bills.

It’s been months now, coming up on five if you count from when the administration had a heads-up from the intelligence community. There’s been ample time to stand up supply chains, to ramp up testing. They haven’t been able to do it.

The problem is this: most people in most states aren’t going to be John Rambo, so most will stay home. Business revenue won’t be improving in the way the open-uppers think it will. But there also won’t be a viable way to open up more or get people back in public, because they still aren’t working on test-trace. So the economy stays a bummer, the virus stays a plateau, and we continue to waste time and money spinning our wheels. It’s stupid. It’s ridiculous. It’s Donald John Trump.

In order for an economy to function, you need supply and demand. The supply is shut for health reasons, but also for demand reasons. Even before stay-home orders hit, many businesses were seeing demand plummet. There is demand—aspirational, “wouldn’t it be nice” demand. But there is not “I’m getting in the car, let’s go now” demand, and there won’t be unless and until there’s a good bet you won’t get sick.

From a numbers point of view, if even 50% of regular demand is there, that’s probably not enough, and if new upticks in cases happen even under depressed demand, that 50% will drop even lower and won’t recover the next time a reopen is attempted.

From a numbers point of view, the cost of the shutdown is very high, far higher than what it would cost to implement real testing and tracing, and yet… the governments are still not saying that. They aren’t doing that. They are ignoring the facts that are plain as day.