Then we (almost) agree. My position is the level of fraud was likely not close to sufficiently change the outcome of the election, put given the methodology in Pennsylvania what happened in that particular state is hard to tell, particularly in the absence of any wide spread nonpartisan investigation.
My eye has been more on the data in SoCal. I predicted a peak at Christmas (I was off by 2 weeks...the peak was a couple days after New Years...my friend, though nailed it and I owe him a beer when this is over). I agree with the decline and that we should be in a position to play by March (though I lean more towards the end). The big unknown variable is the Johnson & Johnson vaccine and how quickly it gets approved and how much we have on hand....if all goes well it will be a game changer.
Two caveats, however. One is the data coming out of Israel. Despite the vast number of people who have gotten stuck (25%) have received the first shot), the numbers remain stubbornly high. The most likely explanation is the unique behaviors of the Orthodox community, but still I'm surprised it hasn't declined faster (for whatever other reasons...new variants etc.). It indicates the herd immunity threshold must be every high at a minimum.
The other caveat is that this decision has always been more political than about the data. Rumors are new modifications to the sports guidance out soon. If true, you and VC might be playing by late March (it will also take a few weeks to gear up conditioning)....but not LA County. The question, though, is a political question (not a data one) and it's hard to know how Newsom (now that he's behaving like a scared cat) will jump.