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Erik Morton
@erikimorton
Jack of some trades, master of none. Unprofessional investor. Work in progress.
Upstate NYJoined July 2007

Erik Morton’s Tweets

Albany area residents, please make your voice heard! Personally I oppose many of the politically motivated Climate Action Council proposals. Whatever your view, please participate in the process by commenting and/or attending the hearings.
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Mark your calendar! Albany residents & businesses, join the public hearing on the Climate Action Council’s Draft Scoping Plan being held 4/14 @PlazaEvents. We need your input! More info below ⬇️.
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Shawn Guertin reaffirms a "neutral" impact on $CVS if COVID disappeared in 2022. Lower retail/pharma volume offset by lower spend on HCB side (~$50K spend per COVID admission!). Same message on capital allocation, bias toward "capability-based" M&A tuck-ins, eg care delivery
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Extreme measures to flatten the virus “curve” is sensible-for a time-to stretch out the strain on health infrastructure. But crushing the economy, jobs and morale is also a health issue-and beyond. Within a very few weeks let those with a lower risk to the disease return to work.
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Is it time to start discussing the need for a date when the economy can turn back on? Policymakers have taken bold public health & economic actions to address the #coronavirus, but businesses need clarity. Otherwise they will assume the worst and make decisions to survive.
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