On March 13th, Brent crude oil continued its rally, with daily gains exceeding 10%. The A-share opening signals are clear: inflation impacts have fully permeated the market. This is no longer a localized speculation, but a revaluation of the global pricing system.

Under the dual variables of inflation and geopolitics, infrequent trading is the optimal strategy. The core logic has three points:

Reduce volatility interference: Markets are heavily influenced by sentiment and news in the short term. Frequent trading easily falls into the trap of chasing highs and selling lows. Extending the time horizon allows for clearer trend identification.

Focus on core themes: Concentrate capital in two directions with clear certainty—energy transition and inflation hedge—while avoiding scattered attention across fast-rotating sectors.

Maintain position flexibility: Adopt a strategy of staged deployment and adding on dips, neither missing the move nor chasing at highs, balancing returns and risk.

In today's market, it's not about who trades more frequently, but who can maintain conviction and grasp the core logic.

Trading suggestion: Buy in the 94.5-95.5 range, target $XAU $XAG 100