🟢 [E1707] FFTT argues Iran's most lethal asymmetric weapon is driving oil prices higher to force foreign liquidation of US Treasuries. The 10Y yield threshold of 4.6-4.8% has historically triggered equity downside.

🟢 [E1696] FFTT warns western investors are complacent about war duration; the conflict could last until September. Foreign nations holding $9.4T in USTs may be forced to sell to finance energy deficits if oil spikes above $150.