Review: One of the three rules of Dow Theory, **Inclusive and digest everything.
Market behavior will reflect every piece of information, every person who understands the market, and all their hopes, disappointments and knowledge will be reflected in the fluctuations of market behavior, including theirs. For this reason, market behavior will always appropriately anticipate and influence future events.
A month ago I expected that there would be a bigger thunder around the middle of this year, we have the opportunity to run away in advance, now we need to fix it, this thunder is probably a dull thunder, we are afraid that we will usher in big inflation, interest rate cuts, water release, money printing, raising oil prices, and lifting restrictions on real estate purchases. Spare no effort, there is only one purpose, to stimulate you to spend money, but now it has little effect, and in the end there is only a magnification trick to create inflation, and when inflation expectations come, people will have to spend money, otherwise they will sit and wait for wealth to depreciate and shrink.
There is no bull market for inflation, but there are beneficiary sectors, such as the resources sector. , the price of agricultural products has risen, etc., so the focus is on non-ferrous metals and agricultural ETFs in the near future.
Tomorrow's operation plan: non-ferrous metal ETF (512500) broke through 0940, the remaining funds are full**. Is the A-share bull market coming?