💬 [E1751] The note argues investors should not dismiss the current Iran/US/Israel conflict simply because historical 'buy the invasion' charts often work—judge on facts of this episode rather than blanket assumption.

🟢 [E1712] Macrotourist argues gold stopped trading in line with dollar/TIPS real yield framework after 2022 Russia reserve seizure. Some geopolitical events are genuinely transformative and permanently reprice assets—gold is the clearest case study.