🟢 [E2168] Hartnett tactical call: buy UST30 at 5%. But risk is whether long end believes it and whether we get steepener.

🟢 [E2130] Hartnett: Correction not capitulation yet. BofA Bull & Bear at 8.4 still a Sell. FMS cash only 4.3%. Need another 3-5% fall to trigger contrarian buy. Trigger is 88% of global indices below 50-day and 200-day MAs. Tactical: sell DXY above 100, buy UST30 at 5%, buy SPX below 6600.

🟢 [E2116] Hartnett's framework: sequence only ends once markets believe oil is back below $100/bbl for good. De-escalation incentives as Trump's economic approval hits new lows.

🔴 [E2166] Hartnett data: bitcoin down 18.7% YTD while oil up 67.7%.