I see swing traders are active today. I wonder at the audacity of buying stocks in worthless companies just because they are going up, selling them before they fall, then buying them back, in a continuous cycle.
Prediction #1: Inflation = energy prices
Inflation will react to energy prices before monetary policy. Central banks have not tightened. Global leaders cannot increase energy production without political consequence.
Prediction #2: Valuations in the 'select' industry sectors will improve due to bets on global recession (e.g., money managers, specialty retailers, chips and semiconductors)
Observation #1: Inertia is a powerful force in business. This is why innovation, discipline and vision are so valuable.
Belief #1: I could help turn around so many services businesses. I am ready to be helpful.
Belief #2: Buy profitable companies that do one thing well when secular trends go against them and drive down their share prices (relatively speaking of course).
It is time to make your stock buy wishlist. Valuations are improving.
Negative secular trends + improving individual stock valuations + reduced price volatility + increased expected returns (BETA) = increased probability of investing success
We are intrigued by our dividend stock picks...never built a dividend income stream before.