Trajectory of Stress on the House:
Ω(t)=Weight/Capacity+Iran Levers
Weight↑=(MaturityWall↑+PileOnDebt↑)×Yields↑+YieldVelocity↑
Capacity↓=FedRoom↓×(FedParkingLot↓+Growth?+ForeignBuyers↓+DealersCapacity↓)
Iran Levers↑=Energy↑+Bonds↑+OnFed↑
Ω(t0)<Ω(Nov)<Ω(2027)
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