A series of commodities are waiting for a pullback. After silver was disconnected, it will definitely drive the sentiment of related industries downward, but after the emotional sell-off, commodities with real demand will still go up; so among the commodities that are being heavily sold now, those that are mistakenly sold and have certain demand will have a rebound later, and then we can buy them back. No rush🐢

$Southern Copper(SCCO.US)

Longbridge - 奇迹的交易员cola
奇迹的交易员cola

Hakimi sat solemnly in the military tent, with three scrolls of silk spread out before him, while three generals stood at attention below.

One, clad in golden armor and helmet, holding a halberd, spoke gravely: "My lord, my troops are as steady as Mount Tai. Whenever chaos erupts and panic spreads, the banners I command become the haven for the world's wealth. However... I am straightforward by nature, not adept at swift raids, but as the bedrock of our foundation, none is more suited than I."

Another, in shining silver armor and a plain robe, with twin swords at his waist, added: "Elder brother speaks truly. Yet my forces are light and swift, capable of both dazzling in industrial halls and speculating in market alleys. The volatility is fierce, but opportunities lie within. If elder brother is the shield, I can be the spear."

A third, clad in black armor, astride a black steed, gripping a serpent spear, roared: "Elder brothers! The troops I command are elite cavalry, specializing in striking at the lifelines of industry, the heart of automobiles, and the realm of precision instruments. Though our stronghold is small, our blades are sharp, yet our temper is fierce, rising and falling like a stormy sea. A single brigade of surprise troops is all I need to win extraordinary victories for my lord!"

Hakimi gently stroked the warming stove in his arms, pondered for a moment, then suddenly laughed: "Marvelous! The world is now divided into three, and a tripod balance has formed. GLD, like the Han dynasty's legitimacy, shall guard the center, uphold order, and maintain the foundation. SLV, like the benevolent rule of Shu Han, is flexible and mobile, penetrating the ordinary, rooted in industry yet opportunistic. As for PALL, 'it resembles the vigor of Jiangdong, relying on Sun Wu's industrial and commercial foundation, excelling in ingenuity. Though remote, it can astonish the world.'"

"But!" Hakimi said sternly: "The art of war lies in coordination. General Gold shall hold the camp steady, General Silver shall maneuver and support, and General Palladium shall strike at the vital points. Inflation is like the Wei army pressing in, recession like the treacherous paths of Shu. You must act according to the broader trends, supporting each other, never advancing alone."

"Today’s assembly is not for decisive battle, but to remind you all: the market is a battlefield, and news is like beacon fires." Hakimi raised a cup of tea from the table. "Asset allocation is like deploying troops. Generals, return to your posts, sharpen your weapons, and with me, Hakimi, we shall advance steadily!"

$SPDR Gold Shares(GLD.US)

$iShares Silver Tr(SLV.US)

$Abrdn Palladium ETF Trust(PALL.US)

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.