When Uncle Sam Became a Whale: The Day the Trump Tour Turned Wall Street Upside Down

Brian Hicks

Posted December 9, 2025

There are moments in American history when the ground quietly shifts under your feet — when the mountains don’t roar, but the bedrock realigns. Moments when the future arrives not with a trumpet blast, but with a single line in a news article.

November 17, 2025 was one of those days.

CNN dropped a story most readers glossed right over…

The U.S. government — under President Trump — has begun quietly accumulating equity stakes in several publicly traded companies.

Not loans.

Not grants.

Not tax credits.

Equity. Ownership. Skin in the game.

If you’re a good socialist, you must love this. If you’re purist capitalist, well, your opinion might be muddled now.

Here are some names the White House likes…

Intel.

MP Materials.

Lithium Americas.

Trilogy Metals.

Perpetua Resources

Names we’ve been writing about for over a year. Names sprinkled through our Trump Tour dispatches, plastered across our FAST-41 research, and embedded deep inside the MoneyQuake thesis.

Wall Street shrugged.

We did not.

Because this isn’t a policy footnote.

It’s not a quirky government experiment.

This is the moment when the Conjoined Twin we’ve been warning about finally opened its eyes.

Two forces — the U.S. government and America’s industrial capital — are waking up together.

And when twins wake up… they move the world.

Chapter 1 — The Trump Tour Was Never About Speeches… It Was About Signals

When we told readers last spring that Donald Trump wasn’t just campaigning — he was touring America’s resource spine — many people missed what we saw.

He wasn’t meeting with copper mining executives for fun.

He wasn’t touting rare-earth concentrators because it made a good photo op.

He wasn’t praising miners, drillers, and welders out of nostalgia.

He was sending signals.

Signals that the future was going to be built not in Silicon Valley or Wall Street’s financial towers, but in the pits, mills, smelters, and mines of a re-industrializing America.

Signals that America’s next economic boom wouldn’t be coded in apps… but forged in metals.

Signals that the United States — after decades of outsourcing — was preparing to retake control of its industrial destiny.

And now, with these newly revealed equity stakes, the Trump administration has confirmed what we’ve been shouting since the Pebble Creek editorial:

America is not just talking about reindustrialization.

It is investing in it. Directly. Openly. Aggressively.

This is not rhetoric — it is capital.

Chapter 2 — FAST-41 Is No Longer a Policy… It’s a National Operating System

We told you in 2024 and 2025…

FAST-41 was the most important, least understood mining and infrastructure policy in modern U.S. history.

People laughed.

They’re not laughing now.

FAST-41 isn’t about “faster permits” — that’s what critics and casual analysts got wrong.

FAST-41 is about:

  • National security-aligned resource prioritization
  • Federal protection of strategic commodity projects
  • Shielding critical developments from activist derailment
  • Creating an unbreakable corridor for U.S. self-sufficiency

What is happening today — the U.S. taking equity stakes — is simply FAST-41 Phase II.

Phase I streamlined approvals for strategic mines.

Phase II puts capital behind them.

It took two years for the mainstream to catch up, but now that CNN is reporting it, the truth is obvious…

The United States is building a sovereign wealth engine.

And it’s using public-market equities as the transmission belt.

This is the quiet birth of America’s National Industrial Portfolio.

Something no one alive has ever seen.

Chapter 3 — Why These Companies? Why Now? Because the Conjoined Twin Has Awakened

Let’s lay out the companies again:

  • Intel
  • MP Materials
  • Lithium Americas
  • Trilogy Metals
  • Perpetua Resources

Do you notice the pattern?

  • Strategic metals
  • Battery metals
  • Rare earths
  • Chips and chip-fabrication supply chains

These are the exact industries we built New World Assets around.

These are the exact sectors we flagged in White Paper #5.

These are the exact core inputs that power the AI megafactory explosion.

These are the exact pillars of the Conjoined Twin model — where AI (the digital twin) cannot grow without its resource twin (metals, minerals, and energy).

The fact that the government stepped into these companies confirms the thesis.

AI cannot expand without copper.

Geothermal cannot scale without silver.

Defense cannot operate without antimony.

Batteries cannot exist without lithium.

The grid cannot be rebuilt without steel, nickel, cobalt, and graphite.

Chips cannot exist without rare earths.

And that means…

America cannot reindustrialize without owning the feedstocks of the future.

The United States isn’t just hedging.

It’s securing.

And if the federal government is willing to become a direct shareholder…

That tells you the stakes are higher than anyone imagined.

Chapter 4 — The MoneyQuake Was Never “Similar” to the 1970s… It’s Bigger

In White Paper #2, #4, and #5, we compared this coming resource boom to the 1970s and early 2000s.

That comparison may now be too small.

Back then, the U.S. government was reactive.

Today, it’s proactive.

Back then, America was an importer, pleading with foreign suppliers.

Today, it is positioning to become a producer — and an owner — of strategic resources.

Back then, inflation forced a commodity boom.

Today, geopolitics, AI demand, reindustrialization, and national survival require it.

The MoneyQuake isn’t repeating history.

It’s rewriting it.

Chapter 5 — This Is State Capitalism, American-Style… and It’s Going to Make Investors Rich

The skeptics are already panicking.

“What about distortions?”

“What about favoritism?”

“What about the government picking winners?”

“This is socialism, writ large!”

To that we say:

When the house is on fire, you don’t worry about the color of the firehose.

You pull the hose.

You turn the valve.

You blast the flames.

America is facing a resource crunch unlike anything in our lifetimes.

  • AI data centers demand 10x more copper than analysts predicted.
  • The grid is aging faster than we can map it.
  • Defense supply chains have been hollowed out for 30 years.
  • China controls 80%–90% of rare-earth refining.
  • Global gold and silver production are peaking.
  • Lithium demand is doubling every few years.

The United States has no choice.

This is not intervention.

This is survival.

When the government takes equity stakes in resource-critical companies, it is doing exactly what sovereign funds in the UAE, Norway, Saudi Arabia, Singapore, and South Korea have done for decades.

Except America is doing it late — and fast.

FAST-41 fast.

Trump-Tour fast.

MoneyQuake fast.

Chapter 6 — The Unspoken Message: If the U.S. Government Is Buying… You Should Be Too

Ask yourself one question…

Why would the U.S. government start buying stocks now, after 250 years of avoiding it?

We’ve been screaming the answer for 18 months…

Because we are in a once-in-a-century supply-chain emergency… and a once-in-a-generation investment opportunity.

If the government is willing to take risk in:

  • rare earths
  • lithium
  • base metals
  • chipmakers

… then the upside is bigger than any analyst on CNBC can model.

This isn’t TARP 2.0.

This isn’t rescuing collapsing industries.

This is the government trying to front-run scarcity.

When a sovereign entity tries to front-run scarcity, you want to be holding the assets.

And we are.

My premium New World Assets, R.I.C.H. Report, and Extreme Opportunities portfolios — which include FCX, NAK, NG, SVM, PPTA, UAMY, LUNMF, GEV, and the eventual NatGold Digital asset — is perfectly aligned with:

  • The Trump Tour
  • FAST-41
  • The Conjoined Twin
  • The MoneyQuake
  • The global peak-gold and peak-silver crisis
  • AI’s insatiable appetite for copper and rare earths
  • America’s national-security retreat from China

We built our portfolio for this exact moment.

Now it’s here.

Chapter 7 — The Pebble Creek Parallel

Let me remind you where this entire saga began:

Pebble Creek.

The story of the world’s most infamous undeveloped gold and copper deposit.

A deposit so large that geologists still whisper its numbers with awe.

A deposit so politically charged it became a symbol of American dysfunction.

In our earliest Pebble Creek editorials, we said:

The day America reclaims its resource independence is the day projects like Pebble come back from the dead.

That day is now closer than ever.

Why?

Because the very same FAST-41 structure underpinning the equity stakes is the structure that protects Pebble, Donlin, Stibnite, and Ruth.

Because the same resource scarcity that pushed the government into buying MP Materials and Lithium Americas will eventually force them to embrace Pebble’s copper and gold.

This is no longer theoretical.

The Conjoined Twin is growing.

Final Chapter — When the Government Buys, You Don’t Ask Why… You Buy More

Let me tell you the truth nobody on Wall Street will say out loud…

When the U.S. government becomes a shareholder in critical-resource companies, it is not “investing.”

It is securing its place in the coming resource war.

And when governments secure resources, investors who own the same assets get rich.

It happened in Saudi Arabia with oil.

It happened in Singapore with ports.

It happened in South Korea with semiconductors.

It happened in Norway with gas.

And now it will happen in America with:

  • Rare earths
  • Lithium
  • Copper
  • Silver
  • Antimony
  • Gold
  • Uranium
  • AI infrastructure metals

The twin has awakened.

The storm is building.

The MoneyQuake is accelerating.

We told you this moment was coming.

Now it’s here.

Hold your positions. Accumulate on weakness.

This is the beginning of the greatest resource boom in modern history.

The early birds are not just getting the worms.

They’re getting the mines.

Get to the good, green grass first…

The Prophet of Profit,

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Brian Hicks

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Brian is a founding member and President of Angel Publishing. He writes about general investment strategies for Wealth Daily and Energy and Capital. Brian is the managing editor and investment director of R.I.C.H Report  (Retired Independent Carefree Healthy), New World Assets and Extreme Opportunities. For more on Brian, take a look at his editor’s page.

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