On March 13, Brent crude oil continued its upward momentum, with daily gains exceeding 10%. The A-share market opening signals point clearly toward: inflation impacts have fully permeated 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 pillars:

Reduce volatility interference: Markets are heavily influenced by sentiment and news in the short term. Frequent trading easily falls into the trap of chasing rallies and selling dips. Extending the time horizon reveals trends more clearly.

Focus on core themes: Concentrate capital in two directions with certainty—energy transition and inflation hedging—while avoiding being scattered across themes that rotate too quickly.

Maintain position flexibility: Adopt a phased deployment approach and add on pullbacks, thereby avoiding gaps in opportunities while not chasing strength at highs, 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 recommendation: Buy in the 94.5-95.5 range, targeting 100$XAU $XAG