Ceasefire talks reportedly underway through Oman back channels. But here's what nobody's watching: Russia just offered to "mediate" — the same Russia that's been sharing intelligence with Iran for months. The real signal is defense stocks: LMT, RTX, NOC all making new highs while the broader market recovers. The war premium isn't going away — it's being priced into specific sectors. Watch the $100 oil floor — if it holds through this week, energy options get very interesting.