Endless War

GCC "allies" annihilation is a sacrifice he's willing to make.

For the S&P 500 (SPX) index options, the

5000 strike put is a "tail-risk" hedge that has seen significant pricing shifts as market volatility climbed from February into March 2026. 

1. SPX 5000 Put Option Trading Range 

The following estimates reflect the premium for the March 2026 monthly expiration (the "disaster" hedge referenced in recent headlines). 

| Date | S&P 500 (SPX) Level | 5000 Put Est. Range | Market Sentiment | |

|

|

|

| | Today (Mar 11) | ~6,776 | $4.50 – $6.50 | Disaster pricing active. VIX near 25. | | March 2nd | ~6,882 | $1.20 – $2.10 | Conflict escalation. Initial panic spike. | | Feb 11th | ~6,941 | $0.05 – $0.15 | "Cheap" protection. SPX near ATHs. |

2. Other High-Variance Strike: SPX 6400 Put 

The 6400 strike is currently the primary "near-tail" focal point, representing a potential ~5.5% drop from current levels. It has shown much higher daily variance than the 5000 strike because it is closer to being "at-the-money." 

• Today (Mar 11): Traded in a wide range of $32.00 – $48.50.
• March 2nd: Traded in a range of $18.00 – $24.00.
• Mid-February: Traded as low as $3.50 – $6.00. Yahoo! Finance Canada +1

3. Why the 5000 Strike Matters 

While the 6400 strike has more "dollar" variance, the 5000 strike's percentage increase is what substantiates the "disaster" headline. 

• Premium Growth: The 5000 put has increased by roughly 4,000% (from ~$0.10 to over $4.50) in just one month.
• Implied Volatility (IV): The IV for these deep out-of-the-money puts has moved into the 89th percentile, meaning the market is charging a massive premium specifically for a "black swan" event. MarketWatch

Region is a massive holder of existing US financial assets, and are most of Trump's bribery sponsors for AI and other projects in the US.

US Navy's contradiction: (there should be better link to this... but search censorship is what it is) https://www.reddit.com/r/maritime/comments/1rkh1vq/us_navys_reluctance_to_escort_tankers_sparks/

Karoline Levitt's "still no timeline" https://www.youtube.com/watch?v=YoIvJSciW9w

oil is up over $5 on this news.

First, Israel is thrilled to see Gulf states annihilated or diminished.

One of Jiang's point is extreme vulnerability to desalination for survival of these states, extra problematic if Straits are closed to shipping (link may be even better video than OP). These states are fully aware of Israel's lack of love for them, and how Trump $400m Jets and $T of US investment promises have not resulted in US protection of them.

The trap is to join war on Zionazi side. The solution is to beg or shame China to impose a ceasefire on Zionazis, because the US only listens to daddy Bibi.

In between steps can be stronger criticism of US/Israel than Iran, and goading them into protecting shipping to China to the last sacrificial sailor.

There has been some limited uncensored footage of damage from daytime, but it's unclear whether Israel is getting hit less overall or tighter censorship.

Shipping insurance has risen from $15k/day to $450k/day (entire voyage) for those traveling through straights of Hormuz.

Iran's drone, and short range, capability, is not as censored as its Israeli strikes, has shown capability of breaching Gulf states with missile and AF interdiction capabilities.

Straits of Hormuz is much easier/closer target. USS Abraham Lincoln withdrew to a safer distance, after first attack on it. The insurance subsidy is both an excuse to raise them to $10M+/day for US taxpayers to subsidize, and for spectacular embarrassment of destruction of escorts and cargo.

US can't protect targets with defense pacts further away than Straits.

U.S. annual production of navy and missile defense systems has shifted into high-scale mobilization as of early 2026, driven by high expenditure rates in conflicts involving

Iran

and defense operations in

Israel

. 

Navy Missile Production (Anti-Ship & Strike) 

The U.S. Navy relies heavily on the Standard Missile (SM) family and Tomahawk cruise missiles for both defensive interceptions and offensive strikes. 

• SM-3 (Aegis Ballistic Missile Defense): Annual production for 2025 was approximately 71 units, with 66 projected for 2026. New framework agreements with RTX (Raytheon) aim to accelerate this further, as the U.S. fired roughly a year's worth of these interceptors during recent defenses of Israel.
• SM-6 (Multi-mission): Current production is roughly 125 units per year. Recent deals aim to increase this to over 500 units annually.
• Tomahawk Cruise Missile: Production was approximately 70–90 units per year as of 2025. Under a new 2026 agreement, RTX is scaling capacity to 1,000+ units annually to replenish stocks after 400 were fired in the first 72 hours of operations against Iran. Seapower Magazine +6

Missile Defense Systems (Israel & Gulf States) 

These systems are the primary shield against Iranian ballistic missiles and drones. 

• Patriot (PAC-3 MSE): Lockheed Martin delivered 620 interceptors in 2025. A landmark January 2026 agreement with the Pentagon aims to more than triple this capacity to 2,000 units per year.
• THAAD (Terminal High Altitude Area Defense): Historical production has been low, at roughly 50–96 units per year. In early 2026, Lockheed Martin broke ground on new facilities to quadruple output to 400 units annually.
• Expenditure Note: During the June 2025 conflict, the U.S. fired approximately 150 THAAD interceptors, nearly 25% of the total global inventory at the time. Lockheed Martin +7

Summary of Production Scaling 

| Missile System | 2025 Est. Production | 2026+ Target Capacity | Primary Manufacturer | |

|

|

|

| | Patriot (PAC-3 MSE) | 620 | 2,000 | Lockheed Martin | | Tomahawk | 72–90 | 1,000+ | RTX (Raytheon) | | SM-6 | 125 | 500+ | RTX (Raytheon) | | THAAD | 96 | 400 | Lockheed Martin | | SM-3 (Block IIA/IB) | 71 | Increasing (Goal 2-4x) | RTX (Raytheon) |

First only Israel has a plan. Rubio, and Johnson agreeing that US was forced to follow Israel, and even Trump calling it "the last best chance" desperation is all pure subservience to Israel's orders.

Israel has as little interest in a functioning democratic Iran, as it does in its Lebanon and Syria control operations. A dysfunctional weak state in chaos is one that cannot object to more Israeli genocide/warmongering.

Gulf States, US allies, being weaker and potentially failing is also to Israel's advantage even if US suffers. It means zero moral concerns and impotence to total evil.

The trap for Gulf states is to blame all internal rebellion on Iran is the perfect cover for Mossad operations to destroy them.

The fall of Gulf states, and complete contempt for their protection by the US, does have US advantages. EU is programmed to just buy more US energy, as a result of US initiated wars. Every threat to EU by the US is propagandizes as an attack by Russia.

Even if Israel is weakened by the war, that rest of Gulf is weakened more, is the plan that assures ultimate victory.

A denuclearization of Iran is a threat to the plan, and why Trump overturned the first one. Mediators declaring significant progress prior to start of war, belies the pure US servitude to Israel only plan.

Highly censored media environment projecting perfect victory needs these videos suppressed.

https://youtu.be/DA56d6qQ01M?t=2851 high damage levels.

https://youtu.be/DA56d6qQ01M?t=3043 multiwarhead Iranian missile. no antimeasures noticed.

https://youtu.be/DA56d6qQ01M?t=3072 with commentary.

https://youtu.be/DA56d6qQ01M?t=3522 US embassy in Iraq getting destroyed is not making other news channels. Iran could assist Iraq with their pest problem, if needed.

https://youtu.be/DA56d6qQ01M?t=3608 Bahrain, US officials wounded from this event. Spectacular 9/11 strike on hotel, but drone jet fuel doesn't melt steel beams.

https://youtu.be/DA56d6qQ01M?t=4682 Qatar pleeding US that patriot supply will be gone in 4 days. "STFU towel heads... our only real ally, Israel needs all of them."

In June 25 operation, US/Trump stayed out of the war until declaring victory by bombing a mountain. Iran did not retaliate against US colonies even as they helped shoot down Iranian missiles.

Johnson pretending to fear retaliation to Israel by attacks on the US is saying my headline. It also exposes BS about good faith negotiations with Iran as delay tactic prior to war.

Naval power projection was proven weak through Ukraine war. I was expecting Russia/China to be the more forceful actor in exterminating US power illusions.