Iran has further escalated the scale of the conflict.

Iran is indiscriminately attacking military facilities in Israel, Qatar, the UAE, and Bahrain.

Oil tanker traffic in the Strait of Hormuz has come to a standstill.

There might be a gap-up opening on Monday.

Oil prices are set to rise.

Gold and silver are also set to rise.

I haven't paid attention to Middle East news for a while.

Instead, from the connections between major asset classes,

I detected changes in liquidity,

judged that we were entering a defensive state,

so I sold US stocks

and bought silver.

I've timed the recent moves quite well.

Continuing to test the logic.