America Started Buying Stocks. Nobody Told You.

Dear Reader,

The U.S. Government is now buying stocks directly.

So far, it has put more than $10 billion into select companies.

Every time it buys, the stock price has jumped sharply.

One went up 62% in one day. Others rose 227%, 229% and even 407%.

Michael Robinson has studied all these moves.

He believes he knows which company is next on their list.

The chance to get in before the news breaks is getting smaller.

Eliza Lasky

Weiss Advocate

► The U.S. government has invested `$20.9` billion across `16` equity deals since January 2025, per the Council on Foreign Relations. The Department of Commerce alone did `6` deals. That includes a `10%` stake in Intel.

► Stocks after the government bought in: MP Materials rose `229%`. Lithium Americas jumped `227%`. Trilogy Metals soared `407%`. USA Rare Earth gained `62%` in a single day.

► The S&P 500 closed Friday at `7,431` after SpaceX debuted at a `$2.1` trillion market cap. The biggest IPO in history raised `$75` billion. The Dow ended at `51,202`. The 10-year yield held near `4.55%`. The VIX fell to `18.5`.

► Here is the buried story. The Orion Critical Mineral Consortium launched at `$1.8` billion with Abu Dhabi’s sovereign wealth fund. The target is `$5` billion. The U.S. is now co-investing with foreign governments to buy into strategic companies.

Think about what `$20.9` billion in direct stock purchases means. The government is no longer just a regulator. It is a shareholder. It sits at the table at Intel, at rare earth miners, at lithium companies. Your tax dollars are in the market. And nobody held a vote on it.

Here is the dollar math. If you held `$10,000` in Trilogy Metals before the government announced its stake, that position became `$50,700` at the peak. MP Materials turned `$10,000` into `$32,900`. These are not mutual fund returns. These are single-stock moves driven by one buyer with unlimited capital and a public mandate to keep buying.

Sound familiar? So far, when the government steps in, the price jumps before most retail investors hear the news. By the time it hits CNBC, the move is already half over. The pattern repeats because the government is not done. It has `16` deals on the books. The CFR tracker suggests more are in the pipeline.

I think most people missed the bigger story here. This is not random government spending. It is industrial policy with a stock portfolio attached.

Trump signed an executive order in February 2025 to create a U.S. sovereign wealth fund. That is the playbook Norway, Singapore, and Saudi Arabia have used for decades. Now America is running the same play. The targets are critical minerals, semiconductors, and defense supply chains. These are the industries Washington has decided it cannot afford to lose to China.

My buddy at the coffee shop asked the obvious question. “How do I know which company is next?” I told him to follow the money. The Department of Commerce, the DFC, and the Department of Defense all publish their equity investments. The filings are public. Most people just do not look.

The wealthiest investors I know have been tracking this since 2025. They are not guessing. They are reading government filings the way other people read earnings reports. And they are buying before the headline hits.

Open your brokerage app. Search for the sectors the government is buying: critical minerals, rare earths, domestic semiconductors. You do not need to pick individual stocks. A broad exposure to these sectors puts you on the same side as the biggest buyer in the market. That is not a guess. That is positioning.

If you want to go deeper, bookmark the CFR Government Deal Tracker. It is free. It lists the equity deals the government has made. When a new one shows up, the clock starts ticking.

My buddy finished his coffee and pulled out his phone. He was looking up critical minerals ETFs. I told him the best time to buy was before the next announcement. The second best time is right now.