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Tracking Income and Trading The Stimulus

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:


@Jaymes Rosenthal @Sam Colt @Moritz Heiden @Matt Daniell @Kazu Williams @Weston Nakamura @John Ahearn @Bradley Snyder @Craig P 

Shout out to @John Fadool in the video. 

Sam ColtExChangemaker
"So called Business Engineer"

How old is "The US day trader?"

Paul Harte
Business Owner - Investor

Is this time different? Finding this price to sales chart reminded me of a great quote from Scott McNealy in the ... we be asking the same question in 2021?

This is the quote from Scott McNealy, co-founder, Chairman & CEO of Sun Microsystems from 1996 to 2006: 

"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?"

So i would look at valuation from multiple angels and metrics. A lot of valuation metrics have changed given how share buybacks and other things have been influenced. A lot of valuation metrics I look at have shown current levels exceed 2000 valuations.