Regarding gold, I don't think it's the right time to go long on the right side yet. At least wait for this month's FOMC meeting to conclude, and for the new Fed Chair to take office and express their views.

Overall, the probability of an interest rate cut this year still exists, and the economy isn't actually that great (needs a rate cut), but at the same time, prices are there (oil prices can't fall). If the US Treasury yield curve experiences a bull steepening, that would be a very good phase for gold.

In simple terms, now is suitable for gradually building a position. Once the market can show clear bullish signals for gold, then buy on the right side! For the timing of the right side, I expect it to be in late May.$SPDR Gold Shares(GLD.US)