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Markets at a Glance
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What happened that you didn't notice
Years from now, when historians sit down to write the prologue to America's New 1776 Moment, they will pick a date.
You have already lived through it. You probably did not notice.
The candidates are stacking up.
July 10, 2025 – the day the Department of Defense took a 15% equity stake in MP Materials, the largest rare-earth miner in America.
August 22, 2025 – the day the U.S. government converted $8.9 billion in federal grants into a 9.9% common-stock stake in Intel.
September 2, 2025 – the day the U.S. military conducted its first lethal strike on an alleged drug-trafficking vessel off the coast of Venezuela. By year-end, the campaign had killed over a hundred people across roughly 30 strikes – and in late December, U.S. forces conducted the first strike on a land target inside Venezuela, a dock the administration said was used for loading drug vessels.
October 7, 2025 – the day the Department of Energy finalized a $2.23 billion loan to Lithium Americas and took a 5% equity stake at the same time.
November 4, 2025 – the day a 34-year-old Democratic Socialist was elected mayor of New York City.
December 11, 2025 – the day the president signed an executive order moving to preempt all state-level AI regulation.
January 21, 2026 – the day the president announced a "framework of a future deal" on Greenland.
May 14, 2026 – the day Cerebras went public with 86% of its revenue coming from two UAE-affiliated entities.
You can pick any of them. The fact pattern is the same.
What is happening across all of those dates is the most coordinated reorganization of the relationship between the U.S. government, U.S. capital, U.S. industry, and the rest of the world in 250 years.
The last time the world reorganized this way was 1776 – the year Adam Smith published The Wealth of Nations and Watt's first commercial steam engine entered service, alongside the Declaration of Independence. Three forces converged in twelve months on three continents with no coordination, and built every wealthy nation on Earth.
Pick any of those dates. They mark the same transition. The financial decisions you make over the next 12 months could determine whether your household ends this decade ahead of where it started, or several steps behind.
The stocks to buy. The stocks to sell. The three money moves to help ensure you and your loved ones end up on the winning side.
It is all laid out here for you.
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