Remember when the government’s idea of “market involvement” was holding boring hearings and wagging fingers at CEOs? Yeah, those days are over. Uncle Sam has apparently discovered the stock market, and he’s shopping like it’s Black Friday at Best Buy.
Here’s the wild part: the feds aren’t just buying bonds anymore. They’re taking actual equity stakes in public companies. We’re talking about MP Materials, Intel, Trilogy Metals, and Lithium Americas. And when Uncle Sam writes a check, the market goes absolutely bonkers.
The numbers are insane:
- MP Materials shot up 50% in ONE DAY after the Pentagon bought in
- Lithium Americas doubled overnight (100% jump!)
- Trilogy Metals didn’t just double – it tripled
So what’s driving this government shopping spree? Two words: China panic.
Turns out, while we were busy arguing about everything else, China quietly cornered the market on stuff we actually need. They control 99% of dysprosium (good luck flying F-35 jets without it), 90% of pharmaceutical ingredients, and 96% of rare earth processing. Basically, if China decides to have a bad day, our entire economy could grind to a halt.
The government finally woke up and realized we’re in what could be called an “economic Pearl Harbor” situation. So they’re launching something called the “Mines to Magnets” plan – which sounds like a rejected Marvel movie but is actually a massive supply chain rebuild.
Here’s what’s happening: The feds are going full vertical integration mode. They’re not just buying a few mines and calling it good. They want to own the mines, the refineries, the processing plants, the chip manufacturers – basically everything from dirt to finished product.
Think of it as the government’s version of Amazon, but for national security. And just like Amazon disrupted retail, this is about to shake up investing in a big way.
The smart money is already positioning for what’s next. While everyone’s chasing the obvious plays, there are smaller companies sitting on massive rare earth deposits, domestic chip manufacturers with Pentagon contracts, and AI infrastructure firms that keep data centers from literally melting down.
Some of these stocks are moving on rumors alone. Critical Metals Corp jumped 275% just on whispers of government money. United States Antimony was up over 900% this year without seeing a single federal dollar – pure speculation.
The crazy part? This is just the beginning. We’re looking at what could be the biggest government buying spree in history, targeting everything from small modular reactors (because AI is an energy vampire) to defense contractors building nuclear submarines.
The bottom line: When the most powerful buyer on Earth starts picking stocks, you want to be paying attention. This isn’t your typical market cycle – it’s a complete rewiring of how America does business.
The government has essentially become the world’s biggest activist investor, and they’re not being subtle about it. The question isn’t whether this trend continues – it’s whether you’re positioned for it.
Welcome to the President’s Market, folks. It’s going to be a wild ride.