I'm far from an expert on most things - trading being one - but I have been spot on about stimulus since July and explained not only what would happen but why.

McConnell shoots down bipartisan $900 billion coronavirus stimulus plan as stalemate drags on https://cnb.cx/37rlpuz 
You can't think about stimulus in terms of what Congress SHOULD do, what people need, or what you WANT them to do. Think of it in terms of a political GAME where players on the fringe of both teams are clueless, self-absorbed assholes and it'll make more sense.
Oh, and study Senate rules. In a Senate this divided, one senator...ONE....can sink any bill he or she wants to. There aren't 60 votes to bring cloture to a filibuster unless shit gets March-level bad FIRST. They won't do a damn thing proactively.
I am strongly against socialism. But people are hurting and it's going to get worse. Congress needs to do something. I want stimulus (as long as zero goes to WS or publicly-traded companies) as much as anyone. But I sure as hell am not making decisions dependent upon it.
Finally, any stock long who is bashing stimulus for people in need as socialism needs to look in the mirror. You're the single biggest beneficiaries of socialism in United States history. Congratulations.

Rant over. Back to the Pappy.
You can follow @realJosephRich.
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