The Quiet Squeeze in the Money Markets

In Today’s Masters in Trading: Live LIVE: The U.S. Supply Chain Panic Just Minted a 70% Winner! Now Watch These 16 Stocks The race to reshore America’s supply chains just took another major turn. And right now, the miner Lithium Americas (LAC) is in the Trump administration’s sights. After officials suggested they’d buy a 10% equity stake in the miner, shares jumped more than 70% in premarket trading on Wednesday. It’s all part of a broader plan set in motion months ago. The administration has been actively discussing opening a stake in the company as it looks to renegotiate a $2.26 billion government loan for its Thacker Pass lithium mine. The implications of this deal are huge. The Thacker Pass Lithium Mine? It’s expected to become the Western Hemisphere's largest source of lithium. And it could far outpace other facilities once it goes live in 2028. Now, Lithium Americas getting a 70% pop on government partnership talks isn’t some fluke. After our recent wins in MP Materials (MP) and The Metals Company (TMC), LAC’s big day is yet another signal that the U.S. is in a full-scale race to rebuild domestic supply chains. Everything from lithium to semiconductors to rare earths – if another nation controls it, America wants to build its own version. We had a clear thesis with MP and TMC — that Washington would have to secure domestic rare earth supply — and carefully selected targets positioned in the U.S. companies perfectly set up to benefit when the check finally cleared. Now we’re seeing that same thesis lift a whole range of other stocks higher. Remember the disruptive building industry play QXO Inc. (QXO)? I’m sure the Masters in Trading community recalls the massive win we locked in from this stock back in June. And it’s still going strong as it leverages a $150M investment from Kushner-affiliated capital. Or take enterprise software player Oracle (ORCL). That stock is tracing new highs with a 75% federal discount via government cloud agreement. The legacy tech giant Intel (INTC) is swimming in $8.5 billion-plus of U.S. subsidies/loans for domestic semiconductor fabs. And the list goes on and on. This is one of the biggest trends lifting the stock market right now. But most investors simply don’t have a clue – and they certainly don’t have the tools we use. The next leg of the government’s big equity spending spree is locked in. And right now, I want to show you where our next MP-level wins will likely come from. So make sure you join me for today’s episode of Masters in Trading at 11 AM EST, where I’ll show you: The 16 stocks I'm tracking that could benefit from government partnership announcements Why the reshoring trend is creating the biggest stock opportunities of the decade The specific sectors where government investment is accelerating ALL ACCESS MEMBERS ALERT: In today’s All Access, I’ll answer questions from viewers about our recent trades. Don't have All Access? Call 1-800-784-0871 to learn more. Recommended Link This creates the next wave of AI millionaires The next great divide isn’t political. It’s technological. According to three of the sharpest tech investors in the country, we’ve just crossed into what they’re calling AI Day Zero. And it’s not only changing how the world works… It’s changing who profits from it. While some investors are already positioning themselves for what could be a $20 trillion mega-trend… Millions of others will be caught on the wrong side of history. Don’t wait until it’s too late. Click here to see what happens after Day Zero – and how to get positioned now. Got a Question? Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, Jonathan Rose Founder, Masters in Trading Who is Jonathan Rose? In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust. In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision. In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman. After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange. But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading. Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time. To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit here. 90-Day Trade Hall of Fame Company (Ticker) Portfolio Gain Duration MP Materials Call Spread Advanced Notice 700% 19 days MP Materials Advanced Notice 534% 15 days Unity Advanced Notice 227% 50 days QXO Inc. Advanced Notice 183% 3 days Exxon Mobil Corp Advanced Notice 143% 24 days Note: These trades represent previously closed positions.

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