I don’t see extreme concern for hospitals based on the overseas (few weeks ahead) data. Some systems will get stressed, of course, which is not good — but not much reason to think they’ll break.
Re: Staff shortages the CDC loosening quarantine was a good step and it makes sense to relax testing and quarantine even more imo. If you’re vacced and asymptotic it’s pretty much fine to just keep coming into work and being around people.
BOwise I agree that there’s some impact, but it’s been present for the last few weeks as well, so I don’t know if we should expect too much week-over-week impact. Especially since grosses are going to be so low now (esp weekdays) — if you’re having some staff shortages at a 10plex because of covid, you can pretty much just give 3 screens to NWH, one to sing, one to 355, one split KM/Underdog, don’t even run the other 4 and it’s not like you’re going to be missing much business. And yeah, we should be on the downslope in like 2 weeks, so… we’ll just weather the storm a bit, then sunny days by the time the next big movie comes out (in March, lol).