Dear reader...

On 15 April, 2025, the US federal government quietly authorised Executive Order 14272.

In their official statement, the White House claimed this action was taken as a matter of ‘national security’…

But according to one prominent Washington insider — there may be another side to the story.

Because despite this move receiving almost zero coverage by the mainstream media…

Recently, certain publicly-listed stocks have been posting some incredible gains.

For example, within less than six months…

Trilogy Metals [NYSE:TMQ] — a mining company with interests in American zinc, silver, and gold projects — shot up over 600%…

Past performance is not a reliable guide to future results.

Which means an investment in just this one single mining stock could’ve made you more than seven times your money.

Perpetua Resources [NASDAQ:PPTA] is another great example — its focus is on a niche metal called antimony…

Perpetua’s stock gained over 100% — doubling during that same six-month period.

Past performance is not a reliable guide to future results.

Graphite One [TSXV:GPH] also went up over 100%…

Lithium Americas Corp [NYSE:LAC] — up over 280%…

Nickel-copper-cobalt developer Talon Metals [TSX:TLO] — up over 410%…

And Ucore Rare Metals [TSXV:UCU] — a specialist refiner of rare earth elements, operating inside the United States — its stock rocketed up 645%…

Past performance is not a reliable guide to future results.

Again, all of these gains were made within just six months of Donald Trump issuing Executive Order 14272.

So, you’re probably wondering — what do all these mining stocks have in common?

Past performance is not a reliable guide to future results.

Well, stick with me — because you’re about to discover…

Why certain companies are now benefiting from what are being called ‘GPOs’…

Plus, you’ll learn more about the specific strategy we’ve identified that’s designed to take advantage of this phenomenon in 2026.

And the best part is…

You don’t have to live in the US — or even travel there — to get involved.

In fact, most Australian investors can participate immediately…

All you need is a brokerage account — and the intel on which stocks you should consider buying right now.

Now, given this is a rapidly-evolving situation, we’ve tapped our connections to bring you…

An exclusive interview with none other than Jim Rickards.

Jim is a former advisor to the White House, the Pentagon, and the Federal Reserve.

And while many might recognise him as the author of several bestselling books, including The New Case for Gold…

Jim is perhaps best known for being connected to some of the most powerful men and women in America.

That’s because Jim has spent his 50-year career in the innermost circles of US politics and international finance…

• For example, back in the 1970s, he co-crafted the Petrodollar Accord — a single act which cemented the US dollar’s dominance as the world’s reserve currency…
• In the 1980s, he helped the US government end the Iranian Hostage Crisis…
• And in the 1990s, he was summoned by Alan Greenspan to help save America from a $1.9 trillion hedge fund meltdown…

Now, we’ve worked with Jim here at Fat Tail Investment Research for more than a decade…

And it’s astonishing how prescient he’s been about world events and their financial consequences.

Back in 2007, he testified in front of the US Treasury — warning of a looming financial crisis…

More recently, in 2024, he accurately predicted Donald Trump’s election win — right down to the precise number of electoral votes he would end up receiving…

Today, if Jim’s right again…

You could soon be looking at the chance to capture significant potential upside…

Simply by purchasing a handful of specific stocks.

However, what Jim has uncovered goes far beyond public announcements and executive orders…

In a moment, Jim will explain to you, in his own words…

How the US government is quietly sitting on what could be called a national ‘trust fund’…

A stockpile of assets worth over US$150 trillion.

Now, most people — especially those of us here in Australia — have never heard of this so-called American ‘trust fund’…

And for good reason — it’s been kept under lock and key for the better part of a century.

But recently, thanks to a landmark decision by the US Supreme Court…

Donald Trump and his administration are quietly beginning to unlock this estimated 15-figure fortune.

Of course, it goes without saying that a financial story of this magnitude has serious implications for investors worldwide.

Which is why our macroeconomic specialist Nick Hubble has been working closely with Jim…

To bring the details of this opportunity directly to Australian investors like you.

Now, Jim has gone on record predicting these events as early as last year…

But recently, this story has been accelerating faster than even Jim expected.

Which is why we’re rushing you this important investor update today.

As you’ve seen, certain

little-known companies
are already
profiting from
Trump’s recent actions…

And many more stand to benefit in the near future.

But there are five companies in particular that we believe are perfectly positioned to capture massive windfalls as this situation unfolds.

Could these five stocks become household names in 2026?

Well, the only way to find out is to follow this story for yourself.

And if you choose to take advantage of the ‘GPO’ opportunity Jim is about to share with you…

Your rewards for being an early investor could be substantial.

Now, for more on this historic multitrillion-dollar wealth creation event…

Here’s US correspondent Aaron Gentzler, with the man himself, Jim Rickards…

AARON GENTZLER:

Jim, it’s an honour to have you with us.

JAMES G. ‘JIM’ RICKARDS:

It’s great to be with you.

AARON:

Now, moments before we went on air, you told me we’re in the beginning stages of a profound transfer of wealth…

Yet very few people seem

to be talking about this.

JIM:

Right, and there’s a good reason for that.

This trust fund is not a pile of money to be equally distributed to all citizens.

And it’s not part of a government program or handout.

AARON:

Interesting.

So, tell me — if it’s true the government is sitting on $150 trillion…

How have they kept it quiet for so long?

Where does this money come from?

And how can the average person profit?

JIM:

Sure, I can answer those questions — starting with your first…

Why all the secrecy?

Decades ago, the US Congress inserted a key provision in Title 30 of the US Code…

Creating what one could call a ‘national trust fund’.

You can go read the Sections 22 to 42, to be exact…

It’s pretty dry stuff.

I got my law degree from the University of Pennsylvania — one of the top schools in the nation.

I promise you…

We never talked about this change to the US code — or this ‘trust fund’ — even once.

It’s been this big
secret for years.

Yet over time, the estimated size of this fund has grown and grown…

To the point where its raw value sits near $150 trillion and counting.

AARON:

Forgive me, but I’m hung up on the size of this…

$150 trillion? How?

JIM:

Well, it didn’t start out this way.

But the nature of this ‘trust’ is such that politicians haven’t been able to raid it…

Which has allowed it to grow untouched for decades.

AARON:

A number this big, though, it’s just — it’s unfathomable.

JIM:

I know.

But just to put it into perspective for our international viewers…

• US$150 trillion is enough to pay off the US national debt four times over…
• It’s enough to take a 100% stake in every company listed on the Nasdaq — from Nvidia to Google to Amazon…
• And if you divide this figure by the number of households in America, each family would get a cheque for US$1.1 million…

Now, of course, I don’t expect any of this is going to happen.

I’m just trying to point out the sheer magnitude of the situation.

This is not some kind of government program — like those COVID relief checks a few years back.

But it is a chance for switched-on investors to capture significant returns…

As certain little-known companies could become household names as this story unfolds.

And here’s the best part — you don’t need to be a US citizen to take advantage of this opportunity…

Which means our Australian viewers can buy these stocks through most reputable brokerage platforms.

AARON:

You know, for all the times we’ve had to navigate debt ceilings and government shutdowns…

I’m surprised no one has ever mentioned this trust fund.

The only one we hear about is Social Security — but this seems different…

JIM:

No, no, this is different
— very different.

The government has raided the Social Security trust fund so many times it’s practically gone.

Even NPR admits it could run short of cash in just eight years.

But this ‘national trust’ is different.

If Jimmy Carter, Bill Clinton, Obama or Biden tapped into it — they would have unleashed a socialist nightmare and destroyed America as we know it.

As luck would have it, they failed for one specific reason, which I’ll share in a moment.

The key thing to know is — for the first time in our lives — the US government is set to unlock this massive asset.

And it all ties to a pivotal decision made by Trump’s Supreme Court…

AARON:

I’ve got to say that that sounds great on paper, but I have so many questions.

JIM:

I thought you might.

Take your time…

AARON:

Now, why would the government release something so valuable?

JIM:

Well, as it turns out, this
has happened before.

Back in 1862, America was a young nation, and it needed people to populate the Western states.

That’s when President Lincoln signed the Homestead Act…

Instantly granting any American citizen the right to claim 160 acres of public land for $18.

AARON:

160 acres for $18?

That’s got to be the deal of the century.

JIM:

Well, for many it was.

Their $18 investment equates to about $577 today.

While 160 acres of farmland is worth about $900,000.

AARON:

Wait, so these people had a chance to make over one thousand times their money?

JIM:

Indeed.

But there was a catch…

To get all this free land, they had to pack up, move to the middle of nowhere — and stay put.

AARON:

Well, no such thing as a free lunch.

JIM:

No.

And to be clear, this story is not about real estate.

You see, despite giving away 10% of all the land in the United States…

The government retained the most valuable part.

For 163 years, it’s held on to it.

But thanks to a recent Supreme Court decision, it’s starting to release this vast $150 trillion asset.

And just like we saw with those 160 acres of farmland…

It’s not only the government who stands to profit from all this…

It’s the everyday people who know about this opportunity — they could also benefit tremendously.

AARON:

And who might that be?

JIM:

I’m talking about the businesses that are going to jump on this…

And the regular folks who know how to take advantage — they could come out way ahead.

Only in this case, you don’t have to uproot your family or endure months of back-breaking labour.

It’s just a matter of buying a few key stocks — which I’ll talk about more in a moment…

AARON:

That all sounds incredible — but there’s a hole in this story, I think…

What is this ‘national endowment’?

And where’s the money coming from?

As far as I know, the government isn’t cutting million dollar checks to people or giving away land…

JIM:

Well, you’re right.

President Trump is freeing
up
something far more
valuable than
land — on a
scale we’ve never seen.

AARON:

Now, before we get to that, I’m wondering…

Where on earth could the government store such a huge endowment?

Is this at the Federal Reserve?

JIM:

No.

The Fed manages about $6.8 trillion in assets — which is nothing compared to this.

It’s held on deposit across all 50 states.

• $516 billion is here in the Salton Sea area of California…
• $3.1 trillion is held in Nome, Alaska…
• And $7.35 trillion is here in Midland, Texas…

Take a look…

AARON:

Wow… $7+ trillion dollars in Texas alone?

But how do we know the government didn’t just sell it off?

You know, I was thinking about Fort Knox — it holds 147 million ounces of US gold reserves.

But is it still there?

The government hasn’t allowed an audit since… when?

JIM:

Well, since 1953.

Oh, I see what you’re getting at…

How do we know this $150 trillion endowment still exists?

Aaron, I can’t vouch for the gold at Fort Knox…

But this ‘national trust’ is different.

Unlike a stash of gold, they can’t sell it off with the push of a button.

That’s a key reason why it has grown untouched for so long.

But I believe all that’s starting to change…

AARON:

Okay, now we’re getting somewhere.

So, we’re not talking
about a pile of stocks,

cash, bonds, real estate,
or even gold bars…

JIM:

That’s right.

And it’s not an actual trust fund or endowment like you’ve seen before…

It’s not earmarked for any specific individual.

I’m just trying to use terminology that will make the most sense to viewers.

That’s why very few people know about this.

And here’s the thing…

Because we haven’t seen anything like this for decades…

You may not get a second chance to get ahead of an opportunity like this again.

AARON:

Now, I’m beginning to see the big picture.

But if this endowment is as huge as you say…

Why have so few people heard about it?

JIM:

It’s beyond the imagination of most people…

Including most officials employed by the federal government, or the media reporting on recent events.

Not only are the financial implications staggering — especially for investors who move quickly…

But there will be surprising political effects as well.

AARON:

Political effects?

What do you mean by that?

JIM:

Well, Donald Trump could become a national hero — one of the most powerful presidents in memory.

I won’t be surprised if his face gets chiselled into Mount Rushmore…

Or immortalised on the new $1,000 bill…

AARON:

Trump — on par with Washington, Lincoln, and Roosevelt?

JIM:

Look, Aaron, I can tell from the look on your face what you’re thinking…

AARON:

It seems crazy, but that’s

why I invited you to join us.

Over the last decade, we’ve seen dozens of off-the-wall predictions — and we’ve done our best to poke holes in them.

But when we investigated your record, Jim…

An astounding number of your predictions have proven right.

Few believed you back in 2008, when you warned of a looming stock market crash…

But that’s precisely what happened — stocks cratered 53%.

Then in 2016, you said Trump would become our next president.

At the time, polls gave him a 1% or a 2% chance — but again, you were right.

Then came 2020.

We all know what happened that year — but few people saw it coming…

And hardly anyone listened when you warned of the coming pandemic and lockdowns.

When it comes to President Trump, you’ve been flawless.

You were one of a few people who knew he’d become president in 2016…

And in 2024, you predicted Trump would win in a landslide victory…

Including the exact number of electoral votes he’d receive.

It’s uncanny.

But your latest call?

This is something else…

JIM:

Well, I don’t blame you if you think my latest prediction sounds a bit crazy…

Even though — if you pay attention — you can see that it’s starting to play out.

Like I said, almost no one has a reference point for this…

Because nothing like
it has
happened in more
than a century.

Now, what I’m about to say might sound like it’s coming out of left field…

But I promise it will make sense in a minute.

Do you remember when Trump spoke about new American cities?

AARON:

Yeah — I do recall him saying something like that…

JIM:

Right.

During his campaign he mentioned America could build as many as ten new ‘Freedom Cities’.

Trump said:

‘These ‘Freedom Cities’ will reopen the frontier, reignite the American imagination and give hundreds of thousands of young people and other people, all hardworking families, a new shot at homeownership and in fact, the American Dream.’

And this all ties back to

our ‘national endowment’.

Of course, CNN made fun of this plan, calling it light on details…

And Forbes piled on too, saying, there are a lot of problems with this idea.

Not surprising, because these people rarely stop to think.

All they do is parrot political talking points.

But have you ever wondered, where did our cities come from?

I’m not talking about colonial New York, Philadelphia, or DC…

Why did so many new cities spring to life during the 19th and early 20th century?

San Francisco and Denver…

Houston, Salt Lake City, and Birmingham…

And why would so many people leave everyone they knew to move hundreds to thousands of miles away?

It all ties back to the story I’m sharing with you today.

San Francisco was a sleepy village of less than 300 people for decades…

It didn’t become a city until the Gold Rush of 1849 — when tens of thousands of speculators joined the fray.

Birmingham, Alabama, was a quiet cotton-picking district…

Until we discovered vast deposits of iron, coal, and copper in the 1870s.

Overnight, it became known as the Magic City.

Denver was sparsely populated until the late 1800s…

Then a burst to life thanks to gold fever and the birth of the transcontinental railroad.

Houston was known as Mexican Texas…

But all that changed in 1901 with the discovery of the giant oil field, Spindletop.

An explosion of mineral wealth rained down over our nation…

And anyone of modest
means could
stake a claim
and strike it rich.

AARON:

Jim, I get it.

This idea of a gold rush — it’s embedded in our culture.

But I have to be honest, everyone I know who’s making real money…

They’ve bought and held stocks for decades — or made a fast buck trading crypto or AI stocks.

JIM:

Well, you’re right — we haven’t seen a real mining boom in our lifetime…

But the last time this happened in America, so many people cashed in…

A phrase was invented to describe it: ‘rags to riches’.

Today, we could be about to witness something similar play out once again…

These seemingly obscure minerals — from gold to copper, and silver to lithium — they’re the building blocks for everything…

• From Nvidia chips…
• To advanced military weapons…
• To ChatGPT…

To the new Freedom Cities Trump has proposed…

AARON:

Well, when you put it that way…

I guess new cities don’t seem so crazy.

JIM:

Right, and to be clear…

You don’t have to move anywhere to take advantage of this opportunity.

AARON:

That’s a relief.

But there’s one thing I can’t wrap my head around…

Why haven’t we seen any new cities spring up since the early 1900s?

JIM:

That’s a great question — with a simple answer.

It takes vast amounts of wealth to build a new city.

Not just dollars and cents…

Real mineral wealth — the building blocks of life.

And unfortunately, the government got in the way.

For the past 50 years or so, Washington backed all kinds of crazy things…

From electric cars and solar panels to offshore windmill farms.

All in the hope that these technologies would save the planet…

But they’ve been a disaster.

They cost trillions of dollars…

Make next to zero impact on the climate…

And they’ve made it next to impossible to tap into our vast resources here in the US.

One former insider at the Department of the Interior says…

We have ‘all these essential materials right under our feet. Incredibly, insanely, however, the United States is the only nation in the world that locks them up.’

AARON:

So, all these minerals were locked up by insane environmentalists for decades?

JIM:

You probably noticed Obama and Biden chose to protect plants, birds and fish…

Instead of protecting and enriching the American public.

AARON:

Alright, I mean, I’m all for a clean environment…

But what kind of person would sacrifice his family for the sake of a bird or plant or fish?

JIM:

Look, I appreciate the unspoiled beauty of nature, too — but these people are mentally ill.

To protect the environment, they destroyed our middle class…

They shipped our key industries overseas…

Then bottled up America’s most valuable resources.

Capital Research reports…

‘Unbelievable as it may seem, an area larger than 25 of the 27 states east of the Mississippi is no longer accessible for mineral exploration, much less mining.’

That’s equal to every square mile of all these states combined:

So, all this time — we’ve
had this rich
‘endowment’
right under our feet…

Yet for years, we refused to touch it.

AARON:

You know, when you put it that way, I can’t help but think of Norway…

For years it’s tapped into its own oil and gas fields — and passed the wealth along to its people.

JIM:

That’s right.

Norway’s endowment is around $350,000 set aside for every man, woman and child.

You can find similar sovereign wealth funds in Saudi Arabia, Iran, and the UAE.

Thanks to its vast oil endowment, its citizens receive everything…

• From interest-free mortgages…
• To free healthcare…
• To 11-cent gasoline…

And believe it or not, they pay zero personal income taxes.

AARON:

I wish you hadn’t mentioned that…

That seems unfair.

JIM:

Well, don’t lose hope just yet.

At the start of his second term, Trump established his sovereign wealth fund for America…

Something that has never happened before.

Now, I’m not saying the government will give away any of this money directly to American citizens.

No one knows how they will use this fund — or exactly what will go inside it…

But there are clues.

As Treasury Secretary Scott Bessent said:

‘We’re going to monetise the asset side of the US balance sheet’.

Contrast that with America’s Social Security fund…

Which is set to run out of cash by 2033 — just eight years from now.

AARON:

It makes me sick to think how badly it’s been managed — and how Social Security has become kind of a Ponzi scheme.

Will this new sovereign wealth fund help fix our broken safety net?

JIM:

There’s no telling how he’ll deploy this fund as it grows in value…

Anything is possible — we’ll just have to wait and see.

But Aaron, if Social Security running out of money makes you sick…

Brace yourself.

Because guess who profits from this mess?

China.

In addition to taking most of our manufacturing jobs, the US government admits…

We rely on China for 100% of 20 key minerals.

These are critical to everything…

• From Nvidia’s AI chips…
• To Elon Musk’s EVs, robots, and satellites…
• To advanced military weaponry like F-16 fighters and drones.

Practically every device with an ‘on’ button.

But then — China cut us off...

AARON:

Cut us off in what way?

JIM:

China blocked the export of these critical minerals to the United States.

And if that wasn’t enough, recently they’ve been tightening the screws…

Meaning if we don’t act, our whole economy could tip into crisis.

This reminds me of the 1970s and the Arab oil embargo...

Back then, I was working with the Nixon administration.

I was part of an elite team plotting a secret takeover of Saudi Arabia’s oil fields.

It was our ‘Plan B’ if they didn’t agree to our demands.

Anyway, I bring this up because the same kind of thing is happening today in the market for critical materials…

Which is why Trump is moving fast to unlock this $150 trillion endowment.

AARON:

Well, I mean, when you put it that way, it’s no wonder…

Now, so, to recap, we’ve been sitting on a fortune — all the resources we could possibly need.

And meanwhile our leaders have acted like we’re broke…

Borrowing and printing money to fund our government — going hat in hand to China.

JIM:

Yes, but all that stops now.

Recently, Trump said…

‘There are certain areas where we have great raw earth, and we’re not allowed to use it because of the environment. We have areas that have incredible [resources], and I’m going to open them up. I’m going to let them use it.’

So, today, for the first time in a century, he’s reopening our mineral rich federal lands…

And fast-tracking companies that will recover trillions of dollars’ worth of resources, right here in America.

You can see on this map, the shaded area — it belongs to the public.

It adds up to roughly 28% of all the land in the United States.

About 90% of this land is concentrated out west — and it contains world-class mineral deposits…

Many of which have never been touched.

AARON:

Well, judging by what we’ve learned so far, it’s about time we’ve tapped into this treasure.

There’s just one problem…

JIM:

What’s that?

AARON:

Trump’s got a track record.

He’s already served a full term as president…

And in that time, he failed to unlock the $150 trillion endowment.

• He couldn’t get the Keystone Pipeline approved…
• Or greenlight Alaska’s famous Pebble Mine…
• He didn’t resurrect the coal industry or expand offshore drilling…

So, what’s changed?

JIM:

You’re right.

Most people don’t realise Trump was sabotaged from day one.

His first two years in office were wasted fighting the fake ‘Russia hoax’…

His third year was destroyed by a fake impeachment trial — concocted by the intelligence community and liars like Adam Schiff…

His fourth year was consumed by the COVID pandemic and the collapse of both the stock market and the economy…

AARON:

So, he never had a chance to do things his way?

JIM:

Right, but this time is different.

Recently, his Supreme Court made a pivotal decision — and it’s now having a massive impact.

I don’t want to get into the weeds, but for decades there’s been a law on the books…

The ‘Chevron doctrine’.

Well, it’s clear to me its purpose was to prevent businesses from operating in America.

Have you ever wondered what happened to…

• Our shipbuilding industry?
• Our consumer electronics industry?
• Clothing and furniture makers?

America used to be a bustling economy full of hard working, innovative businesses…

But most of them disappeared — thanks to a web of insane rules and regulations.

AARON:

Right — most of them outsourced their labour to China.

JIM:

And why does everything seem to be made in China?

If you’ve ever wondered why it’s so cheap to make a product way over there…

And ship it thousands of miles back here…

This is it — they don’t have all this red tape.

For the past 50 years, fake experts have strangled us from within the government.

They tied us down with reams of regulation — and they ushered in one boondoggle after another…

Like the ‘Green New Scam’.

So, they hollowed out our economy, and we wound up with…

• Toilets that can’t flush…
• Gas cans that don’t work…
• Shower heads that barely spit water…
• And annoying paper straws that disintegrate in your mouth.

And these same boneheaded policies they gave agencies like the EPA ‘kill-shot power’…

To stop any mining project they wanted — at any time, for any reason.

Look, recently, S&P Global put together a list of the top mining countries on Earth…

Based on how long it takes to tap a major deposit.

And guess where the United States ranks?

AARON:

Well, we’re the richest nation in the world…

So, I’m guessing somewhere near the top?

JIM:

No, we came in second-last — one notch above poverty-stricken Zambia.

AARON:

You’ve got to be kidding.

JIM:

Think about it.

When it comes to extracting rare and priceless minerals…

The US is only slightly better than one of the poorest nations on Earth.

We have truly massive mineral wealth here — it’s not hard to extract.

We know where it is, and how to get it…

But the government
got in the way.

AARON:

That’s just brutal.

JIM:

You have no idea.

There’s a huge copper deposit in Arizona — it’s called Resolution Mine.

But it’s been sitting there for 29 years. It’s got enough copper to supply 25% of what we need, right here in America.

Then there’s the infamous Pebble Mine in Alaska.

It’s one of the greatest sources of mineral wealth ever discovered. But it’s been mothballed since 1990.

Or how about this — the Thacker Pass lithium mine in Nevada.

It’s the largest known deposit of its kind in the US.

Guess how long it was stuck — waiting for US government approval?

AARON:

I don’t know…

25 years, 30 years?

JIM:

Since 1978.

AARON:

That’s insane.

JIM:

It’s beyond crazy — it’s criminal.

For too long, hard-working citizens like us have been deprived of this incredible, abundant wealth.

But now that’s all beginning to change…

AARON:

And so, what’s changed exactly?

JIM:

In 2024, Trump’s Supreme Court overturned the Chevron doctrine.

Most people have never heard of this policy.

Like I said, it essentially gave so-called government experts ‘kill-shot power’…

And they used it again and again — to block us from touching dozens of world-class resource deposits across the country.

But that’s all over now.

We know exactly where these minerals are…

We know they’re worth trillions of dollars…

Now, for the first time in half a century — we can go get them…

Not only is the Chevron doctrine dead — but its vast power now lies with the Trump administration, its courts, and its judges.

And Trump is racing into action.

AARON:

Okay, so this is the huge land rush you’re talking about…

And perhaps the core of Trump’s new sovereign wealth fund.

But, Jim, to my knowledge, the United States government cannot extract these minerals…

JIM:

Of course not — these are public lands, so…

To unleash all this mineral
wealth, the
government is
partnering with investors.

In fact, Trump is rolling out the red carpet as we speak…

AARON:

Okay, I’m told we have his exact words on the screen…

This is from a post on Truth Social:

‘Any person or company investing ONE BILLION DOLLARS, OR MORE, in the United States of America will receive fully expedited approvals of permits, including, but in no way limited to, all environmental approvals. GET READY TO ROCK!!!’

$1 billion or more?

JIM:

But look, you don’t have to be a billionaire — or even a millionaire — to profit from this opportunity…

In fact, even a modest investment is enough to get you started today.

The important thing you need to know right now is — exactly which stocks to invest in.

And here’s the good news…

We’ve already found several publicly-listed stocks that can give you a ‘backdoor’ way to potentially profit from these mineral rights.

We’re talking about mineral rights tied to some of the most valuable untapped deposits in America…

AARON:

Mineral rights as an investment?

JIM:

That’s right.

As Trump’s Secretary of Commerce, Howard Lutnick, said:

‘We’re going to rename the Department of the Interior […] the Department of Land and Mineral Rights.’

Why is that?

Because for the first time in our lifetime, the government is going to monetise America’s real physical wealth.

Not just our gold reserves, but all our federal lands…

Along with priceless metals and resources hidden under the surface.

And if my research continues to prove correct…

Investors who act before it’s too late can position themselves ahead of this anticipated $150 trillion wealth creation event.

And even though, to my knowledge, no one alive has seen anything like this before…

I believe this story
is about
to get even
more extraordinary.

In the last few months, as the government has been unlocking this $150 trillion national endowment…

We’ve seen the Trump administration make some truly unprecedented moves.

Nothing like it has ever been done on American soil.

And I believe it ties directly into Trump’s new sovereign wealth fund that we’ve been talking about.

AARON:

How so?

JIM:

Well, let me back up for a second.

I didn’t define it earlier, but a sovereign wealth fund is a pool of wealth set aside for the benefit of its people.

And while it’s a new idea to us…

Other countries like China, Norway, and Saudi Arabia have had them for decades.

AARON:

Okay, so I want to be sure that I’m hearing you right.

We’ve been behind the curve on these sovereign wealth funds…

But now, thanks to President Trump, it’s finally America’s turn.

That’s great.

JIM:

Sure is.

AARON:

But, Jim, there’s a problem.

All the countries you mentioned, they produce far more than they consume.

While we’re at around, what, $38 trillion in debt and counting?

Where will all the money come from to fill up America’s sovereign wealth fund?

JIM:

A lot of that is still to be determined.

But I believe this is
where Trump’s
recent
and unprecedented
moves come in…

And they relate directly to the $150 trillion worth of minerals we’ve been talking about.

On March 20th, Trump signed Executive Order 14241…

Which allows government agencies to invest with a dedicated mineral and mineral production fund.

AARON:

Wait, so you’re talking about the equity stakes the government has been taking in mining companies?

JIM:

Exactly.

Like MP Materials [NYSE:MP] — which jumped over 100% in the month after the Pentagon bought a 15% stake.

Past performance is not a reliable guide to future results.

Or Lithium Americas [NYSE:LAC] — which jumped almost 100% within days, when word got out about a potential deal…

Past performance is not a reliable guide to future results.

And then another 34% in after-hours trading, once the government pulled the trigger.

Or Trilogy Metals [NYSE:TMQ] — which soared 200% the day the White House announced it was buying in.

Past performance is not a reliable guide to future results.

Of course, not every mining stock goes up like this — as everyone knows that the resources sector is highly risky, and it can be a wild ride.

But these stocks are all prime examples of what I refer to as ‘GPOs’…

AARON:

Now, Jim, what is a GPO and why does that matter to investors?

JIM:

Well, we’ve all heard of initial public offerings, or IPOs.

That’s when a private company goes public on a major stock exchange.

These IPO events can mint millions or even billions of dollars in profits for corporate insiders…

While everyday investors like you and me are stuck sitting on the sidelines.

That’s why these GPOs — these Government Participation Offerings — are different…

Practically anyone with a reputable brokerage account can get involved immediately — including our viewers over there in Australia.

There is one catch, however…

You have to buy the stocks of specific, publicly-traded companies before the government does.

AARON:

But if you don’t get in before the government participates?

JIM:

You’ll miss out.

But the good news is this…

We could see dozens more of these ‘GPO’ filings by the government in the months ahead.

AARON:

Now, Jim, I need to know…

Can anyone really get in

on these opportunities?

I mean, your GPO idea is so straightforward — you just have to know which stocks to buy.

But the first part, the whole idea of owning mineral rights…

That sounds complicated.

JIM:

Right, don’t worry — let me explain…

I’m not talking about doing anything complicated, like directly owning mineral rights.

You don’t have to be rich or an accredited investor.

With these GPOs, it’s just a matter of owning shares of a few specific stocks.

In fact, there are five companies we believe could skyrocket in the years ahead…

As Trump moves ahead with his plans to unleash this $150 trillion stockpile of trapped mineral wealth.

And as I mentioned earlier, our Australian viewers can get involved in this opportunity too.

AARON:

And what makes the mineral rights these companies own so valuable?

JIM:

Sure.

Let’s pretend you own the rights to a huge copper deposit.

Copper, by the way, is one of the most critical metals used in production of AI chips by companies like Nvidia.

Alright, so, you’re sitting on a $50 billion copper deposit…

How much are your rights worth?

AARON:

No idea.

JIM:

Well, it depends.

During the Biden administration, you had to deal with all kinds of roadblocks and red tape.

AARON:

In other words, my copper was off-limits.

JIM:

That’s right.

AARON:

Okay, in that case, my mineral rights would be worth less.

JIM:

Much less — pennies on the dollar.

But with what’s going on now, these same mineral rights could soon be worth a fortune.

And this is not
a hypothetical.

This is precisely what happened with a company called First Quantum [TSX:FM].

Remember Zambia?

AARON:

Yeah, I do.

JIM:

Well, back in the early 2000s, the Zambian government approved First Quantum’s Kansanshi copper mine…

And its shares exploded from $0.84 to more than $22.

That’s a peak gain of over 2,500%.

Past performance is not a reliable guide to future results.

AARON:

That’s an incredible return.

JIM:

Well, keep in mind, it took place over five years.

But this just goes to show what’s possible over time — after the feds finally get out of the way.

I can show you dozens of examples…

Take Northern Dynasty [NYSE:NAK].

Back in 2002, our government allowed it to acquire a 100% stake in Alaska’s vast Pebble project.

In the span of five years, its shares leapt from $0.50 to almost $15 — a gain of nearly 3,000%.

Past performance is not a reliable guide to future results.

AARON:

You don’t see that very often.

JIM:

Well, in rare moments like this, anything is possible.

There’s a firm called Paladin Energy [ASX:PDN].

It’s a uranium miner with a massive property in Namibia — Zambia’s neighbour.

At one point, you could have bought shares for less than 15 cents, adjusted for splits.

But when the government approved this mine, it raced to $92…

Roughly 61,000% higher in four years.

Past performance is not a reliable guide to future results.

Now, it goes without saying, these are the best-case scenarios.

Most people aren’t going to get in at the absolute bottom and sell at the top.

And there’s no guarantee that the companies we’ve identified today will achieve such incredible gains.

It just goes to show
what’s possible.

It’s rare to see an opportunity like this…

But just think of where we are today.

For decades, the US government has blocked us from tapping into our birthright…

Trillions of dollars in minerals and metals, right here on American soil.

But now, for the first time in half a century…

Trump is shredding the government’s crazy rules and regulations.

• His massive 10-to-1 deregulation initiative is already clearing the way for miners and drillers to finally access our untapped resources…
• The Supreme Court has reversed a decades long ban…
• He’s issued multiple executive orders to unlock our vast energy resources…
• And his administration is buying stakes in companies which could form the bedrock of America’s first sovereign wealth fund…

When you put it all together, the opportunities are huge.

That’s why I’ve asked my Australian Investment Director and dedicated research team to put all the most important details together for you — into one easy-to-follow report.

It’s called ‘Trump’s Gift to Investors’.

As I’ve mentioned, there are certain companies who hold the rights to some of the most valuable mineral deposits in America.

Inside ‘Trump’s Gift to Investors’, you’ll find the five specific ‘mineral rights’ companies that could be about to soar in the months and years ahead.

My publisher has just made this special report available to Australian viewers…

And today, we’re making it available to anyone who requests a copy.

JIM:

All I ask is that you join forces and take a look at my work.

AARON:

Okay — tell us more about your team and about your research…

JIM:

For years I’ve given
advice to
members of
Trump’s cabinet…

I’ve been inside the West Wing of the White House, the Treasury, and our central bank, the Federal Reserve…

I’ve attended private gatherings with people close to the president…

And these inside connections have given me a rare window into what’s going on in his second term.

So, each month, we take everything we’ve learned and break it all down into a simple 20-page update.

In the past year, we’ve covered everything…

• From the intersection of artificial intelligence and the US military…
• To the potential for a new gold standard…
• To the hidden effects of major elections on our economy and the stock market.

I’ve got to tell you, Aaron, when people see what’s coming next, they’re going to be shocked.

Inside this first report, ‘Trump’s Gift to Investors’…

You’ll find the names and ticker symbols of five companies we believe are in prime position to profit…

As Trump unleashes all this pent-up wealth locked within federal lands…

And launches America’s first ever sovereign wealth fund.

Keep in mind, we haven’t seen anything like this in more than a century.

The last time the government allowed regular Americans to tap into our vast endowment was 1872…

That’s when Congress and President Ulysses S. Grant changed Title 30 of the US Code — and established this ‘secret trust’ for the American people.

Back then, anyone could make a claim — and all you had to do was pay $2 to $5 per acre, and do a minimal amount of work.

Again, so many people have cashed in on this, a phrase was invented to describe it — ‘rags to riches’…

But then the door slammed shut.

What excites me today is we finally have a similar asymmetric opportunity — but this time in the stock market…

Of course, there are no guarantees — so you should never invest more than you can stand to lose.

And since mining stocks can be volatile and high-risk investments — it’s best to consider these as ‘speculative’ plays.

But hear me when I tell you,
I believe
this could be the
opportunity of a lifetime.

That’s why billionaires — from Bill Gates to Jeff Bezos — started pouring a fortune into this corner of the market over the past year.

Chances are they see what Trump is doing…

So, they’re moving a mountain of money to get in front of this trend.

But in this case, regular investors have an advantage…

AARON:

We have an advantage over Bezos and Gates?

How’s that possible?

JIM:

The big guys are too wealthy to meaningfully invest.

To put it in perspective…

This is a company that controls one of the most valuable coverage deposits on Earth — with a total market cap of around $400 million.

AARON:

That doesn’t seem small.

JIM:

It’s minuscule compared to Jeff Bezos’ net worth of $255 billion.

He could invest one-tenth of 1% of his wealth and take over the whole company — which doesn’t leave much upside.

To put it in perspective, it’s like this…

Imagine you have a net worth of $200,000 — and you go and buy a business that’s worth just $300.

Even if it doubled or tripled

— or went up ten times…

It wouldn’t change your life.

AARON:

Now I see…

So, a guy like Bezos has his hands tied.

It would be like me putting in $300 and making $3,000…

A fantastic return, but it’s not going to change my life.

JIM:

Right.

This is why I say smaller investors have an edge — and the potential to capture significant upside…

But only if you act on this knowledge to begin with.

AARON:

Okay, we’ll share how to do that in just a moment.

But a minute ago, you upped the ante, Jim…

You said, and I quote, ‘people are going to be shocked in the months to come’.

What do you mean by that?

JIM:

Well, what I’ve shared with you today is just the beginning.

We’re entering a new era…

And this all has to do with Trump’s great rally cry — MAGA.

AARON:

Make America Great Again.

JIM:

That’s what it stands for…

But few people know what
it really
means — and what
Trump is planning next.

Because in addition to unlocking our vast $150 trillion mineral endowment…

I believe Trump is working to ‘reset the clock’ on our republic…

And return the US to something known as the ‘American System’.

AARON:

The American System?

How is that different from how things work today?

JIM:

Well, the American System dates to the late 1700s…

And it was supported by George Washington, Abraham Lincoln — all the way up to Dwight Eisenhower.

AARON:

What does this system look like?

JIM:

I’m sure you’ve heard Trump talk about getting rid of the IRS and axing the income tax…

It turns out, historically, it’s not a crazy idea.

We didn’t have an income tax for much of our history…

Instead, the government drew revenue from tariffs.

AARON:

Tariffs instead of taxes?

That’s a pillar of Trump’s policy.

JIM:

Right.

Remember when Trump said…

‘It’s time for the United States to return to the system that made us richer and more powerful than ever before.’

AARON:

The American System?

JIM:

Correct.

That’s why Trump has proposed a new agency called the External Revenue Service.

A new branch of Treasury focused on protecting American jobs…

And raising revenue by taxing our trade partners — instead of the public.

And it could reshape America’s economy in the months ahead.

JIM:

My Australian Investment Director has been working with me and my team to assemble all our critical research into a second special report.

It’s called ‘Trump’s Secret Plan to “Reset” America’.

AARON:

A moment ago, you mentioned this could rewire our whole economy.

Can you share what that means?

JIM:

Of course.

Trump has opened the door to revive the Keystone XL pipeline…

I’m sure you’ve heard about this — it’s been a political football for years.

Biden and Obama
did
everything short
of nuking it…

But now it could become a reality.

Trump is also planning to refill our strategic petroleum reserve.

Most people don’t realise how insane Biden’s policies were…

During his presidency, he drained a record 180 million barrels — that’s more than the previous six presidents combined.

To refill our stockpile, Trump’s working to increase oil production here at home…

And that’s only the start.

Trump’s plan is to increase US oil production by 3 million barrels per day…

But I’m not recommending you buy any of the US oil majors.

You see, there’s a huge bottleneck in the system…

We don’t have enough refining capacity.

And the more oil we produce, the more profits could flow to one specific company.

You’ll hear all about it in our report, ‘Trump’s Secret Plan to “Reset” America’.

As you’ll see, the story goes way beyond oil and gas…

As we return to the American System, we’re going to see a whole lot more than oil and gas produced here in America.

As you know, Trump is applying immense pressure on US companies to reshore the production of everything…

From auto parts to AI chips — it’s all coming back.

AARON:

So, is it fair to say there are two paths here?

Companies that reshore
jobs
to America will thrive
— while
those that refuse
could get hit hard.

JIM:

Precisely right.

So, in addition to my report on Trump’s new American System…

I’ve asked my team to put together a vital report on the companies most likely to lose under this scenario.

If you own the wrong stocks now, you could suffer a huge loss — as Trump returns America to its roots.

In the weeks and months ahead, their shareholders could be wiped out.

In fact, we’ve found several companies that could crash 30 to 50% — or even go to zero.

And there are three popular companies in particular that I consider ticking time-bombs.

That’s why my Australian Investment Director and our team have been busy compiling all the details together inside today’s third special report, called…

‘Trump’s Takedown Trade: 3 Stocks to Sell Immediately.’

If you have even one of these in your portfolio, this is your chance to get out — before it’s too late.

AARON:

Okay, so to recap…

You’ve assembled three reports our viewers can claim immediately:

• ‘Trump’s Gift to Investors’…
• ‘Trump’s Secret Plan to “Reset” America’, and…
• ‘Trump’s Takedown Trade: 3 Stocks to Sell, Immediately’…

JIM:

Yes, that’s it.

We’ve worked to assemble these reports for good reason…

Massive changes are in the works — and most people are going to be caught off-guard.

That’s why I want to give folks watching a chance to claim these reports…

Along with full access to an investment service I’m spearheading, called Strategic Intelligence Australia.

My Australian Investment Director Nick Hubble has spent the last 11 years working alongside me.

Nick is the person I trust most to adapt my insights and research for our Aussie subscribers.

So, whenever there’s a new stock recommendation to take action on, you’ll be hearing from him directly.

And lately, the Strategic
Intelligence
Australia
portfolio has really
been
knocking it out of the park…

Under Nick’s guidance, in 2025 alone we closed out 17 positions for an average gain of 96% — with an average holding period of just 637 days.

One of our most recent wins was over 400% from a nuclear energy company in under two years…

And that 400% wasn’t even the biggest winner we closed out in 2025!

The whole point of Strategic Intelligence is…

We want to help you understand and profit from the vast and often unseen forces shaping our economy and stock market — through the rest of Trump’s second term and beyond.

• What will happen after Trump regains control of the Panama Canal?
• Or negotiates a deal to make Greenland a US territory?
• What assets will be funnelled into America’s new sovereign wealth fund — and how can you front-run the government?

Not to mention everything going on with AI…

Recently, Trump inked a deal with Nvidia and AMD that gives the government a 15% royalty on any chip sales to China.

And around the same time, he directed the government to take a 10% stake in Intel — making Washington its number one shareholder.

Fortunes will be made as we move forward.

And through my research, you’ll see what’s coming — weeks to months before it becomes common knowledge.

AARON:

I love that.

It’s like you’re giving us a look ‘behind the scenes’ of what’s really happening…

JIM:

That’s exactly what we do.

Each month, you’ll receive a new issue filled with ideas and strategies to help you protect and grow your wealth.

In the past year, we’ve covered everything…

• From Supreme Court decisions…
• To the dismantling of the Deep State…
• To the race for AI supremacy — and how to profit from it…

Before Strategic Intelligence, I only provided this kind of research to my high-net-worth clients and members of the US intelligence community.

But now, you can have the chance to hear my best ideas on an ongoing basis.

Membership to my newsletter typically sells for $299 per year…

But my publisher and I have just arranged a special discount for our Australian viewers.

We want to help as many Australians as possible prepare for what’s coming…

And potentially profit from the companies most likely to soar during the rest of Trump’s second term and beyond.

Because odds are they won’t look anything like the stocks that soared over the past five years.

So, today, we’re not charging anywhere near $299…

My publisher just agreed to make Strategic Intelligence available to our audience for a single payment of 49 Aussie dollars.

That $49 entry fee grants you instant access to Strategic Intelligence for a full three months.

Which means when you join me today, you’re immediately reducing your upfront outlay by $250.

Then after three months, if you decide to continue, your subscription will automatically renew at $49 for each additional three-month period.

That’s a great deal, in my books.

And if you don’t like what you see — and you’re not 100% happy…

You can get a full and prompt refund any time in the first three months.

All you have to do is call or email our Melbourne-based customer service team and they’ll take care of it — no questions asked.

Go ahead and
print out
everything
you’ve received…

• All the issues…
• All the reports…
• And our complete buy list of current open recommendations…

As of this moment, there are several you can act on right now.

Nick provides his suggested buy-up-to price for each stock — as well as indicating which stocks are active ‘buys’, as opposed to stocks on the watchlist.

The decision to invest is always up to you, of course.

AARON:

Okay, you should see a button below that says ‘Join Now’…

This is a secure link that will take you straight to Jim’s order form.

Don’t try to look this up anywhere else — you won’t get this special price.

Make sure you use the button on this page.

So, go ahead and click that button…

JOIN NOW

When you do, you’ll get a full summary of everything on offer today…

Including all three of your special reports — plus everything else you’re entitled to as a member of Jim Rickards’ Strategic Intelligence Australia.

And Jim, as you just mentioned — you’ve backed all this with your 90-day money-back guarantee…

JIM:

That’s correct.

If, for some reason, you receive all these reports — and access to Strategic Intelligence…

And you think it’s not worth $49…

No problem.

As I just mentioned, you can simply contact my team and they’ll issue a full refund — anytime during the next three months.

If you’re not thrilled with our research…

If you don’t see the value…

We can part as friends — I won’t have it any other way.

So, if you haven’t done so yet, go ahead and click the button below.

JOIN NOW

AARON:

Jim, I want to thank you for joining us.

This has been an invaluable experience.

I was wondering, do you have a few more minutes to spare?

We’ve received
dozens of questions…

And a few of them are so good, I wish I’d asked them myself.

JIM:

Yeah, I’ve got a couple more minutes — sure, go ahead…

AARON:

Now, Jim, I want to respect your time.

So, I’m going to move through these questions pretty fast.

JIM:

Fire when ready.

AARON:

First one…

1. ‘Why hasn’t this $150 trillion ‘trust fund’ been widely reported on by mainstream media, financial institutions or government agencies?’

JIM:

Oh, it’s definitely been reported on — but mostly in a negative light.

Unfortunately, most liberals don’t seem to like mining…

Which is ironic, since their whole green transition would require massive amounts of new minerals — and they don’t just fall out of the sky.

But we’ve already established the fact that most of those people are insane.

To answer the second part, I think you asked…

Why haven’t government agencies reported on this?

Well, the US Geological Survey does indeed report on the vast store of wealth left on our federal lands…

But they don’t look at it from a financial standpoint.

They’re basically a bunch of rock-kickers — it’s hard to listen to what they say without falling asleep.

And if you somehow managed to find their reports, you’d get lost in the sea of data.

But to be clear, the $150 trillion endowment — as I like to call it — is well-documented…

It’s just been trapped in place for decades.

AARON:

Well said.

Okay, we’ve got another question here — this one is a bit of a curveball.

1. ‘How does unlocking this ‘trust fund’ not trigger hyperinflation or devalue the US dollar?’

JIM:

Oh, I love this question — whoever asked this is a keen grasp on history.

In the past, when gold was money…

A significant gold discovery would literally expand the money supply — which is, of course, inflationary.

But today, there’s not a single currency on Earth that’s backed by anything of real or lasting value…

So, I don’t think this would be hyperinflationary, in any sense of the word.

You could argue a greater supply of gold or other minerals could push their price down in dollar terms…

But that’s only if demand remains the same.

All my sources indicate soaring demand for these minerals in the months ahead.

AARON:

Okay, I know you said you only had a few minutes, Jim — and I don’t want to abuse that.

Do you have time for two more?

JIM:

Sure, I’ve got time for that.

AARON:

Okay, here we go…

1. ‘How does this compare with existing sovereign wealth funds in places like Norway or Saudi Arabia? What makes the US version different?’

JIM:

Fascinating question.

Every other fund of its kind that I know of has included a massive stockpile of commodities or cash equivalents.

The big question is…

• Will America follow in the footsteps of Saudi Arabia?
• Will we offer subsidised interest-free mortgages?
• Will we use this windfall to slash taxes and get rid of the income tax entirely?

Nobody knows.

But I believe all the new acquisitions Trump is making in the stock market could form the basis of this first ever sovereign wealth fund…

And that’s why I’m urging our Australian viewers to consider buying shares in these companies — before the US government makes its next move.

We can’t know for certain what the government will do next…

But with moves this big, they always leave clues.

And we’re going to interpret these clues to our best advantage — to help you come out way ahead.

AARON:

That’s enlightening — thanks again, Jim.

Okay, this is it.

In the interest of time, one last question…

1. ‘If these mining and mineral rights are so valuable, why aren’t major institutional investors pouring money into them?’

JIM:

Oh, they absolutely are.

That’s a great point — one I neglected to make.

You know Warren Buffett’s Berkshire Hathaway, of course…

Well, they’ve continued to scoop up shares of Occidental Petroleum.

In fact, they now own around 28% of the company — which has huge interest in expanding oil production in the US.

And then there’s PIMCO, the huge bond manager…

It made some big moves when it snapped up 354 million shares of a natural gas exporter called Venture Global.

One more example is Elliott Management…

They invested $1 billion in Anglo American, a mining firm that was once involved with the infamous Pebble project in Alaska — which has been blocked from production for many years.

So, yes, wealthy investors and institutions are involved…

But like I mentioned before, there’s not an incentive for them to own smaller, publicly-traded companies — the way you and I can.

Like Warren Buffett once said…

‘If I only had $1 million to invest instead of $200 billion, I could earn an annual 50% return.’

That’s why smaller investors almost always have more upside.

AARON:

Jim, we’ve taken enough of your time.

I want to thank you again for being with us today.

And for our Australian
viewers, please
go ahead
and click the button below…

JOIN NOW

When you do, you’ll be taken to a secure order form — where you’ll find all the details of Jim’s limited-time offer.

There, you’ll be able to become a subscriber to Jim Rickards’ Strategic Intelligence Australia for three months — for just 49 Aussie dollars.

That modest $49 entry fee grants you instant access to:

• All three special reports that we’ve discussed today…
• The complete Strategic Intelligence Australia buy list…
• Plus much, much more…

And remember, you’ll be protected by Jim’s 90-day money-back guarantee.

JIM:

And to the folks joining us today, I look forward to working with you in the months ahead.

Go ahead and click the ‘Join Now’ button below — and I hope to see you on the inside…

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