Group 1: Oil Market - WTI crude oil has dropped to its lowest level since February 2021, closing at over $56 per barrel, while Brent crude is around $60 [3] - The decline is attributed to two conflicting signals: the potential for a peace agreement in the Russia-Ukraine conflict, which reduces supply disruption risks, and an expected oversupply of crude oil exceeding demand in the coming years [3] - The current drop in oil prices is seen as a short-term emotional release rather than a long-term trend reversal, with the core focus remaining on supply and demand fundamentals [3] Group 2: Copper Market - Copper prices experienced a V-shaped recovery, rebounding 3.3% after a 3% drop, with a year-to-date increase of 30% [3] - The price increase is driven by supply disruptions in copper mining and long-term demand growth from green energy and electrical infrastructure projects [3] - Analysts predict that even amid global economic concerns, copper demand may exceed expectations, leading to potential shortages by 2026 [3] Group 3: Gold Market - Gold prices remain stable near record highs, influenced by Federal Reserve policy expectations and safe-haven demand [4] - Recent fluctuations in gold prices reflect market reactions to tech stock profit-taking, but the overall trend remains supported by expectations of future interest rate cuts and global economic uncertainty [4] - Investors are advised to wait for a pullback before making significant investments in gold, considering it as a stabilizing asset in their portfolio [4] Group 4: Investment Strategy - The core strategy for long-term investors is to focus on fundamentals, with oil prices affected by geopolitical news but ultimately driven by supply-demand dynamics [4] - Copper's price stability is supported by ongoing demand from the green energy sector, indicating a strong long-term trend [4] - Gold serves as a "ballast" in asset allocation, and investors should avoid being swayed by short-term market fluctuations [4]