First day back since COVID 19 lockdown (taking it slow)

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).

Summary:
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.