The liquidity shock has passed
Yesterday's post "Short-term Liquidity Shock, Hold On" emphasized the importance of enduring short-term liquidity shocks.
Look, starting yesterday afternoon, precious metals have already begun to rebound. Although the short-term gold price of 5500 seems a bit exaggerated, looking ahead to the end of the year, a gold price of 5500 is not exaggerated because, apart from leveraged arbitrage funds, solid buying from entities like central banks is indeed real.
The same applies to industrial metals, as industrial metals like copper and aluminum have real industrial demand, and the scale of global industrial demand this year won't be small. Another example is chemicals, etc. These are all configured by the active alpha advisors.
(Not as investment advice)
$Tianhong CSI Industrial Non-ferrous Metal ETF(159157.SZ) $Penghua CSI Subdivision Chemical Industry Theme ETF(159870.SZ) $SPDR Gold Shares(GLD.US)
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