Hey RV Exchange!
Myself and @Aahan Menon did another video where we broke down personal income, identified how the stimulus has been impacting it and how to think about trading the stimulus as we move forward.
There were some incredibly helpful clarifications in regards to how much impact the stimulus checks are actually having and how they are being used. Fundamentally, we are tracking the flow of capital in order to identify how the market is positioned and the possible scenarios in the future.
Find @Aahan Menon research here: https://prometheusresearch.substack.com/p/impacts-of-fiscal-policy
Shout out to @John Fadool in the video.