Welcome to the President’s Market

There was a time when the government’s idea of “market involvement” was holding a hearing, not a portfolio.

But that was before the Genesis Mission.

Today, Uncle Sam is doing something extraordinary – and a little unnerving. He’s acting like the biggest activist investor on Earth, moving billions not with policy memos but with purchase orders.

And if you’re not watching what Washington is buying, you’re already behind.

Over the past few months, the federal government has taken equity stakes in four specific public companies: MP Materials (MP), Intel (INTC), Trilogy Metals (TMQ), and Lithium Americas (LAC).

And the market reaction has been explosive.

• MP Materials soared 50% in a single day after the Pentagon bought a stake.
• Lithium Americas doubled overnight, jumping 100% when the Department of Energy bought in.
• Trilogy Metals didn’t just double; it tripled overnight after the government wrote the check.

And White House officials have already said they intend to keep the cash flowing.

In other words, the most powerful buyer on Earth is repricing strategic national assets at will – creating mouthwatering investment opportunities for traders who know where to look. 

If you want to make the most of your time on Wall Street, you’ve got to be positioned in the stocks on the government’s shopping list. 

Because this is the “President’s Market.” And frankly, it’s going to make the AI bubble look like a warm-up act…

Why the Federal Government Is Now Picking Stocks

So, why is the government suddenly acting like a desperate venture capitalist? Because America is staring down what could be an ‘economic Pearl Harbor.’

For decades, America has been asleep at the wheel while China systematically captured the raw materials and supply chains that power the 21st century.

Take a look at your smartphone. Without a rare earth mineral called dysprosium, it’s little more than a paperweight. The same goes for your computer, electric vehicle, and the wind turbines and nuclear reactors that power them. Perhaps most importantly, without dysprosium, the U.S. military’s F-35 fighter jets don’t get off the ground.

Yet, China controls:

• Roughly 99% of the dysprosium supply.
• Nearly 90% of the active pharmaceutical ingredients for our drugs (antibiotics, heart meds, you name it).
• 96% of the processing for all rare earth minerals globally.

In 1992, China’s former paramount leader, Deng Xiaoping, famously said, “The Middle East has oil, China has rare earths.”

He knew that if China controlled the inputs, it owned the output. And now, the nation has us in a chokehold. 

Beijing has the power to turn off the lights on the American economy tomorrow if it wants.

Mines to Magnets: How Federal Investment Is Rebuilding U.S. Supply Chains

The White House knows this. And that is why we are seeing the activation of something called the NDIS Implementation Plan.

Its official tagline is “Mines to Magnets,” meaning the government isn’t just going to buy a few mines in Nevada and call it a day. It will invest in the entire vertical supply chain.

The U.S. needs to own the mines, the refineries, the processing plants, the chip manufacturers, the energy grid that fuels the AI-driven future…

This is a total retooling of the American economy, reminiscent of the industrial mobilization for WWII. People like JPMorgan (JPM) CEO Jamie Dimon see it coming; that’s why he’s talking about a $1.5 trillion fund for this buildout.

Folks, the government is about to launch the greatest stock buying spree of all time. And I believe they are targeting 119 specific companies to secure our future…