Group 1 - The article emphasizes the importance of strategic trading before the clarity of the war situation, suggesting to position during Trump's pressure and sell during TACO [2] - It predicts a potential recovery in risk appetite by late April, recommending early positioning in three high-elasticity sectors [2] - The article notes that Turkey's gold selling has not led to a price drop, indicating a shift in gold's role from a safe-haven asset to a "risk recovery" asset [2] Group 2 - It highlights the high-valuation risks under the shadow of a prolonged conflict, particularly if oil prices remain elevated, which could increase risks for AI-focused stocks [2] - The article discusses the dual advantages of the electricity sector, driven by collaborative electricity strategies and high dividends, while advising to avoid thermal power [2]