On March 13th, Brent crude oil continued to rise, with daily gains exceeding 10%. The opening signals in the A-share market clearly indicate: inflation's impact has fully penetrated the market. This is no longer localized speculation, but a revaluation of the global pricing system.

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

Reduce volatility interference: Markets are severely affected by sentiment and news in the short term. Frequent operations easily fall into the trap of chasing rallies and cutting losses. Lengthening the cycle allows for clearer trend identification.

Focus on core themes: Concentrate funds in two directions with certainty—energy transition and inflation hedging—while avoiding scattered energy on rapidly rotating themes.

Maintain position flexibility: Adopt a staged deployment approach with add-on purchases on pullbacks. This avoids missing the market while also not chasing rallies at high levels, balancing both returns and risk.

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

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