🟢 [E70] US faces inevitable 'Suez 1956 moment' where it must accept humiliating strategic defeat. Iran has achieved strategic victory by boxing US out of the Middle East.

🟢 [E1322] Monitor 10-year US Treasury yield around 4.4% level - identified as critical red line that triggers changes in US geopolitical posturing.

💬 [E212] Discrepancy between suppressed paper oil prices and tightening physical oil fundamentals will resolve in favour of physical market.

🟢 [E1323] The more I see this playing out and re-involvement of Houthis, the more I want to sell (or buy more CAOS). Widespread market complacency and reliance on paper oil manipulation are misguided.

🟢 [E1326] FFTT recommends significantly overweight cash, T-Bills, and gold bullion to protect against sovereign debt crisis and cascading supply chain collapses.

💬 [E54] Monitor the 10-year US Treasury yield around 4.4% level as critical red line that triggers changes in US geopolitical posturing. Watch for further force majeures in basic materials as leading indicators of secondary inflation shock.