Commodities

Two-Pronged Defense: Practical Strategies for Gold, Oil, and A-Shares Short-Term Trading Strategies for A-Shares In our previous video, we primarily discussed the long-term investment logic for A-shares; in this episode, we will focus on short-term trading strategies. The core strategy for the Shanghai Composite Index at present is to maintain a watch-and-wait position, waiting for clear market signals before seeking appropriate opportunities to add to positions. The goal is to control the average cost of holdings and avoid blindly increasing positions. ...

Overall Outlook on Crude Oil Prices and Major Asset Classes Next, let’s discuss the overall outlook for oil, coal, fertilizers, agriculture, and other metals. Key Assessment of Crude Oil Prices First and foremost, while we remain bullish on oil, coal, fertilizers, agriculture, and other metals in the long term, this does not mean I believe oil can remain stable above $300 for an extended period. At this stage, the best approach is to wait until the Strait of Hormuz reopens and crude oil prices pull back before adding to your oil positions. At current levels, adding to your oil positions carries relatively high risk, so it’s advisable to wait a little longer. ...

Introduction to This Issue We had originally planned to release the second installment of our gold analysis, but due to the recent influx of questions regarding gold, silver, and commodities, we have decided to publish this additional data update. It is important to clarify a key premise upfront: the validity of any single indicator is only temporary. Do not cling to outdated methods by relying solely on a single set of data to judge market trends; only through multi-dimensional cross-validation and integration with macroeconomic trend analysis can you improve the accuracy of your decisions. ...

The Fundamental Differences in Core Contradictions Today is July 30, 2025. This episode wasn’t originally part of the update schedule, but since I’ve received so many similar questions recently, I’ve decided to dedicate this episode to analyzing current hot topics. This episode focuses on three key areas: the Chinese economy, commodities, and the U.S. economy. Due to space limitations, the section on the U.S. economy may be split into the next episode. ...