Management should be more cognizant of how results are portrayed. The results were very good overall. See the article posted that gives better clarity. All is not lost as some argue. Far from it although I am disappointed with the AIDS push being delayed. Also included is the actual results. seekingalpha.com/.../4413470-cytodyn-far-from-failure Results: fintel.io/.../sec-cytodyn-inc-ex991-2021-march-08-18694-876

They calculate people filing for unemployment which has been manipulated by trying to find reasons to cancel benefits and lower the time people may be on them. Also it doesn't fully deal with those who are underemployed or do not qualify for unemployment mostly due to the fact they can't find a job for over a year.

Google is one of the only stock that is reasonably valued. Apple decent if it can keep its growth which is vary doubtful. I'd worry about Netflix, Amazon, etc, more than Google. Even if tech keeps hurting Google will likely not trade down that much.

Unemployment is best reflected in the percentage of people not working maybe minus those in retirement. I think everyone agrees the governments unemployment numbers are so manipulated they have no relevance in any logical system at figuring out the truth. They are purposefully designed to provide false answers.

Income disparity or the growing lack of wage growth must be addressed. This not only impacts demand but it also suppresses birth s and inevitably leads to adverse consequences whether it is suicides or civil or other disruptions. Here greed is not good for the ultra wealthy or the perpetually poor. Growth by and large comes to a screeching standstill. This goes far beyond oil and energy prices.

Before results were announced shorts pummeled Cytodyn's shares. The results were extremely positive as one following the news. We will continue to follow the drugs approval and continue to question why the FDA keeps letting people die given the far superior results of all these trials allowing for inferior solutions to get the green light. In my mind they are beholden to something besides the science they keep insisting upon.

That doesn't stop the results as far fewer patients die who get he drug. That said I increasingly feel it is just a matter of time before they become aware that approving a drug that helps the sick is the only way out of the Covid nightmare and grant approval of this. In the meantime, they want yet another trial given its stellar results. We will see if the price recovers.

Oil prices are rising and will effect inflation etc, even if the Feds inflation tracker fails to recognize it properly. Stimulus is needed now more than ever even though it is helping to cause the rising oil prices which I suspect will eat up most of the stimulus.

Unfortunately the Senate will do as much as possible to prevent the middle class from getting too much stimulus especially if it is offset by increases in taxes by the wealthy. Few care about real fiscal conservatism.

In reality demand is not brisk and rising. Stimulus will free up some money but I suspect a lot of this will just go back into investing continuing the asset inflation and the under recognized inflation that is already in the market. That said I think I will revive the commodities market.

I don't buy into the gloom and doom call on this but would caution against property bets from here on out,

Some information on what's going on. Wait for facts not speculation.

insiderfinancial.com/.../181078/