What about hard assets. Because I know you called gold's bottom at 2,000, called silver's bottom at 24. We've seen huge impressive runups since then.You comfortable getting in now. Are you waiting for better entry points. What are those entry points.>> Well, we're happy. We may have gotten out a little bit early, but considering we rode this from like almost a double uh in silver and in gold, um I'm happy to be a little patient. So, here's what I'm looking for right now.Now, I mean, we're seeing a massive c ...

Core Insights - Inflation is eroding the purchasing power of cash savings, making it a significant concern for individuals [1][2] - The current economic environment is characterized by slow global recovery, fluctuating central bank policies, and geopolitical risks, leading to asset devaluation pressures [2] Group 1: Cash and Inflation - The belief that saving money in banks is a safe choice is a dangerous illusion in a high inflation environment [2] - Actual inflation rates are significantly higher than official CPI figures, increasing the risk associated with holding cash [2][6] Group 2: Investment Strategies - Successful investors should focus on "hard assets" and companies with a "high moat" that can pass on cost increases to consumers [4][7] - Investing in funds that track high-tech indices or essential consumer goods indices is a simpler and effective strategy for ordinary investors [5] Group 3: Asset Allocation - Gold is recognized as an effective tool for hedging against currency devaluation, serving as a "lifeboat" during financial turmoil [7] - Companies with strong brand power, technological barriers, or monopolistic positions can maintain or increase profit margins despite rising costs [7] Group 4: Leveraging Debt - In an inflationary environment, quality debt can become an ally, as fixed-rate loans become easier to repay over time [8] - The strategy involves using low-cost, controllable long-term debt to acquire quality assets that yield returns exceeding the loan interest rates [8] Group 5: Call to Action - The key to navigating inflation is proactive learning and decisive action, rather than complacency [9] - Individuals are encouraged to reassess their cash holdings and invest in resilient "hard assets" and "high moat" companies [9][10]

Market Overview - The market experienced a mixed performance with the Shanghai Composite Index reaching a new high during the session, while the Shenzhen Component Index and the ChiNext Index showed slight declines [1][10] - The total trading volume in the Shanghai and Shenzhen markets was 1.63 trillion yuan, an increase of 151.1 billion yuan compared to the previous trading day [1] Sector Performance - The non-ferrous metal sector saw significant gains, with stocks like Northern Copper and Shengda Resources hitting the daily limit [1][15] - The chip sector was active, with companies such as Chipone Technology and Demingli reaching their daily limits [2][22] - The real estate sector showed a rebound, with stocks like Rongsheng Development and Suning Universal also hitting the daily limit [1][5] Individual Stock Highlights - A total of 50 stocks hit the daily limit, with a sealing rate of 87%, and 17 stocks achieved consecutive limit-ups [1] - Notable stocks included Suning Universal and Qingshan Paper, both achieving four consecutive limit-ups [1][14] - In the storage chip sector, Demingli and other companies saw significant price increases, with Demingli rising by 10% [4][23] Global Metal Prices - On September 11, London Metal Exchange (LME) prices for aluminum, zinc, nickel, copper, lead, and tin all increased, with aluminum rising by 2.06% to $2,679.00 per ton [3][15] - Analysts attribute the rise in metal prices to expectations of interest rate cuts by the Federal Reserve, which has led to increased demand for hard assets [3] Real Estate Policy Changes - Following adjustments in housing purchase restrictions in major cities like Beijing and Shanghai, the Shenzhen real estate market has also seen positive changes, with increased online consultations and property viewings [5][13] Semiconductor Developments - Kioxia announced a collaboration with NVIDIA to develop a new type of SSD that is nearly 100 times faster than traditional SSDs [5][22] - The storage chip sector is expected to remain active, with companies like Micron Technology anticipated to provide strong earnings guidance in their upcoming financial reports [4][22]

Group 1 - LME copper prices increased by $14 or 0.15% to $9,533.50 per ton on May 21, driven by investor concerns over rising U.S. debt levels and a weakening dollar, prompting a search for hard assets [1][3] - The three-month copper price reached a six-week high of $9,664 per ton, supported by easing trade concerns, although optimism is waning [3] - Technical analysis indicates strong support for copper at $9,500 per ton, with a short-term target of $9,950 per ton if no significant negative macroeconomic events occur [3] Group 2 - Moody's downgraded the U.S. sovereign credit rating from Aaa to Aa1 due to increased government debt and interest payment ratios, changing the outlook from "negative" to "stable" [3] - The global refined copper production for Q1 2025 was 7.2832 million tons, with consumption at 7.0125 million tons, resulting in a surplus of 270,800 tons [5] - The World Bureau of Metal Statistics reported that global refined copper production in March 2025 was 2.5135 million tons, with consumption at 2.493 million tons, leading to a surplus of 20,500 tons [4]