The Skousen Report Trump Administration’s Next Big Stock Buy

In an era where national security and economic independence increasingly shape investment decisions, few opportunities capture attention like the one highlighted in Dr. Mark Skousen’s latest analysis. The Skousen Report, a new publication from one of America’s most respected economists, spotlights what it calls “Trump Administration’s Next Big Stock Buy.” This detailed report examines a small $5 penny stock that Dr. Skousen believes could become the next target for a major U.S. government investment, potentially sending its shares significantly higher.

Dr. Mark Skousen, a former CIA analyst, PhD economist, and Macroeconomic Strategist for The Oxford Club, has personally purchased 10,000 shares of this company. His reasoning centers on national security needs, the critical role of a specific mineral, and patterns of recent government actions under the Trump administration. Below, I’ll provide a comprehensive, informative overview drawn directly from the details in Dr. Skousen’s presentation, exploring the expert behind the recommendation, the investment case, the broader context of government involvement in strategic stocks, and how readers can access more through The Skousen Report.

Whether you are an investor seeking insights into critical minerals, domestic supply chains, or macroeconomic strategies aligned with current administration priorities, this piece delivers in-depth information to help you understand the opportunity. At the same time, it introduces The Skousen Report as a resource designed to deliver ongoing expert guidance.

Who Is Dr. Mark Skousen? America’s Economist and Trusted Macroeconomic Strategist

Dr. Mark Skousen stands out as a uniquely qualified voice in economics and investing. Known widely as “America’s Economist,” he holds a PhD in Economics, served as a former CIA analyst, and has spent more than 40 years as a professional economist and stock market strategist. He has authored over 25 books on finance, investing, and economics, many of which have become bestsellers. His work appears regularly as a columnist for The Wall Street Journal, and he founded FreedomFest, described as the “world’s largest gathering of free minds.”

At FreedomFest, Dr. Skousen has hosted prominent figures including President Trump, Senators Mike Lee and Rand Paul, Mike Rowe, Steve Forbes, and many others. His academic career includes teaching at top institutions such as Columbia University. He began his PhD studies at George Washington University while working as an economic analyst for the CIA, giving him rare insight into both intelligence and economic matters.

What truly sets Dr. Skousen apart, however, is his emphasis on learning from the world’s most successful individuals. He openly credits his investment success to building relationships with Nobel-prize winning economists like Milton Friedman, Vernon Smith, and Friedrich Hayek, as well as Fed Chairmen, top investors including Warren Buffett, Marc Cuban, and Bill Gates, and world leaders such as President Ronald Reagan, President Bill Clinton, British Prime Minister Margaret Thatcher, and Argentina’s Javier Milei.

This network has enabled Dr. Skousen to make timely predictions throughout his career. He anticipated the success of Reaganomics and the resulting stock boom in 1981. He warned of the 1987 stock market crash six weeks before the Dow fell 22.6% in a single day. In 1995, he forecasted the Nasdaq would “double and then double again” during the tech boom of the 1990s. After meeting Middle East expert Larry Abraham, he alerted subscribers in June 2001 to potential market instability from a terrorist attack, months before 9/11. In March 2009, at the exact bottom of the financial crisis, he called the market a “screaming buy.” He also predicted the “mother of all bull markets” starting in 2017 and the gold and silver boom in 2025.

These accomplishments have earned widespread praise. Steve Mariotti, President of the National Foundation for Teaching Entrepreneurship, called him “America’s finest economist.” George Gilder described him as “America’s leading economic author.” Michael Shermer of Scientific American labeled him “the next Milton Friedman.” Larry Kudlow, host of Kudlow & Company, noted that “Mark Skousen is one of the best financial economists I know.” John Dessauer praised his ability to explain complex principles in everyday language. Richard E. Band highlighted Skousen’s talent for identifying principles that help investors grow and stay rich. Steve Forbes went further, stating that in a non-political environment, Skousen and a few others “would have already won the Nobel Prize for economics.”

Dr. Skousen now serves as Macroeconomic Strategist for The Oxford Club, one of the oldest and most prestigious financial publishers. In 2026, he launched The Skousen Report as his flagship publication, aimed at sharing deep macroeconomic insights, market analysis, and carefully selected investment opportunities with subscribers.

Understanding the Trump Administration’s Pattern of Strategic Stock Investments

A central theme in Dr. Skousen’s report is the Trump administration’s recent shift toward direct investment in companies vital to national security. Traditionally, the U.S. government avoided taking stakes in individual stocks. That changed notably in late August 2025 when the administration acquired a 10% stake in Intel for $8.9 billion, becoming the company’s largest shareholder. Intel’s stock nearly doubled in the following three months.

This was not an isolated move. The administration has targeted companies controlling critical resources:

• MP Materials, America’s only fully integrated rare earth producer, received a 15% government stake. The stock rose 216% in four months as the focus shifted to reducing dependence on China.
• Lithium Americas saw a 10% stake, with shares tripling in just three weeks, recognizing it as the largest lithium source in the Western Hemisphere.
• Trilogy Metals, holding a major deposit of copper, lead, zinc, gold, and silver in Alaska, received a 10% stake at $2.17 per share. The stock surged 388% to $10.60 in only eight days.

These examples illustrate a clear pattern: when the government identifies a company essential for domestic supply of strategic materials and takes a major position, the stock often experiences rapid, substantial gains that far outpace the broader S&P 500. Dr. Skousen notes that these moves address vulnerabilities where the United States relies heavily on foreign sources—particularly from Indonesia, Russia, and China—for materials critical to defense, technology, and economic growth.

The administration’s goal appears straightforward: build resilient domestic supply chains for resources that underpin modern industries, from electric vehicles and batteries to aerospace, robotics, construction, and emerging technologies like AI chips and data centers. This context forms the foundation for why Dr. Skousen identifies a particular small company as potentially “the next stock the U.S. government will take a major stake in.”

The Core Opportunity: America’s Only Primary Nickel Producer and Its Strategic Importance

At the heart of “The Trump Administration’s Next Big Stock Buy” report is a small company trading around $5 per share. Dr. Skousen has purchased 10,000 shares personally and recommends it to followers because it represents the only primary nickel mine and producer in the entire United States capable of scaling to meet significant domestic demand.

Nickel is described as “the magical element” due to its unique combination of properties: hardness with malleability, heat resistance, anti-corrosion qualities, and the highest magnetism of any metal at room temperature. These attributes make it indispensable across multiple sectors:

• In battery technology, nickel enables higher energy density, greater storage capacity, lighter weight, and better cost-effectiveness—critical for electric vehicles.
• In stainless steel production, it strengthens alloys to withstand extreme temperatures and corrosive environments, essential for construction, robotics, and automotive parts.
• In aerospace, nickel-based super-alloys are used in jet engines, turbine blades, exhaust systems, aircraft wings, and frames.
• In advanced technology, nickel supports AI chip manufacturing through high-temperature resistance, strength, electrical conductivity, and corrosion resistance. It also enables higher power density in data center power systems at reduced size and weight.

Global nickel demand has surged, yet production remains heavily concentrated outside the United States. Indonesia accounts for over 50% of world supply and has increased output by 537% since 2017. Russia ranks as the third-largest producer, China fifth. Combined, Indonesia, Russia, and China generate 316 times more nickel than the United States. American production totals only about 17 million pounds annually—less than half of one percent of Indonesia’s 4.8 billion pounds—mostly as a byproduct of other mining.

This imbalance creates national security risks. Major U.S. companies currently source nickel from abroad, including Ford’s investment in an Indonesian facility. Dr. Skousen emphasizes that the current administration prioritizes bringing production home, especially for materials tied to defense, energy, and technology independence.

The featured company stands alone as the only U.S. primary nickel producer positioned to address this gap. It assumed control of the nation’s sole primary nickel mine in December 2025 and is actively scaling operations. The deposit holds approximately 20 times the current annual U.S. nickel output, with projected production of 360 million pounds of nickel and 295 million pounds of copper—equivalent in weight to the Empire State Building. At current values, the nickel alone is worth about $2.9 billion and the copper $1.8 billion, totaling nearly 10 times the company’s market value, presenting what Dr. Skousen views as exceptional underlying value.

Even more significant is a second, larger discovery in the Midwest. This “waterfall” structure deposit spans half a kilometer deep and 3.7 kilometers wide, with an estimated 8.5 million tons of nickel, copper, cobalt, platinum, palladium, gold, and iron across just three mineralized zones. The full prospective area extends 18 kilometers, and exploration continues. The company’s head geologist described it as a “world-class system” unlike any other he has seen in 19 years, calling the project “essential to America’s critical mineral independence.”

A recent borehole confirmed exceptionally rich mineralization, reinforcing the deposit’s potential to transform U.S. supply capabilities.

Government Support Already in Place and the Special Meeting Catalyst

The U.S. government has already committed substantial funding, signaling strong recognition of the project’s importance:

• $20.6 million from the Department of War
• $2.5 million from the Defense Logistics Agency
• $114 million from the Department of Energy

These grants, totaling over $137 million, are beginning to flow and are expected to accelerate development timelines and streamline regulatory processes. Dr. Skousen interprets this early involvement as a strong indicator that a larger direct stake could follow, consistent with the administration’s approach to other critical mineral companies.

Adding immediate urgency, the company recently announced a “special meeting” scheduled for March 5. Dr. Skousen highlights this as a potential major catalyst that could precede or coincide with further government action. Given the speed of past moves—such as Trilogy Metals’ 388% jump in just eight days—timing is critical. Investors positioned before any announcement stand to benefit most.

Tesla’s Binding Agreement and Broader Industry Demand

Further validating the company’s strategic position, Tesla has signed a binding agreement to purchase 75,000 metric tons of nickel from this producer over six years. As the only domestic source capable of delivering at the required scale, the company was Tesla’s logical partner for securing supply for battery technology. Dr. Skousen notes that Tesla “had no choice” but to secure this domestic option.

This deal represents just the beginning. Demand extends far beyond electric vehicles. Automotive giants like Ford and GM, aerospace leaders such as Lockheed Martin and Boeing, and AI chip manufacturers including Nvidia and AMD all require substantial nickel supplies. With nearly 80% of global production controlled by foreign nations, a reliable American producer could see rapid contract growth, further strengthening the business case.

Legendary Investor Robert Friedland and Potential Rio Tinto Partnership

Another powerful endorsement comes from Robert Friedland, widely regarded as one of the greatest resource investors of all time. Friedland, a billionaire inducted into both Canadian and U.S. mining halls of fame, founded or led 12 mining companies, including Ivanhoe Mines (valued at over $22 billion). He mentored Steve Jobs in the early 1970s on an apple orchard—directly inspiring the name “Apple”—and later sold Turquoise Hill Resources to Rio Tinto for $3.1 billion in 2022.

Friedland has committed to a $41 million funding round in this company through Ivanhoe Capital Holdings. Simultaneously, Rio Tinto has entered a partnership to help develop the massive nickel deposit. Dr. Skousen believes Friedland may facilitate a buyout by Rio Tinto similar to the Turquoise Hill transaction, potentially valued in the billions. The company’s recent 10-for-1 reverse split supports this possibility, as higher share prices often attract institutional buyers and acquirers preparing for major corporate actions.

Comparing Potential Upside to Previous Government-Backed Winners

Dr. Skousen draws direct parallels to earlier successes:

• MP Materials rose 216% in four months after a 15% government stake.
• Lithium Americas tripled in three weeks following a 10% stake.
• Trilogy Metals gained 388% in eight days after a 10% position.

The current opportunity involves an even smaller company with what Dr. Skousen considers the largest relative upside. Even without a government stake, the combination of Tesla’s contract, Friedland’s involvement, the Rio Tinto partnership, expanding production, and massive underlying asset value provides multiple paths for substantial appreciation. Dr. Skousen has stated he expects the stock “could skyrocket higher in the weeks ahead” and has outlined scenarios for hundreds of percent gains in days or over 1,000% within a year, based on historical precedents.

Introducing The Skousen Report: Expert Guidance for Today’s Markets

To share insights like this nickel opportunity and many others, Dr. Skousen launched The Skousen Report in 2026 as his primary publication with The Oxford Club. The service goes beyond single recommendations to deliver monthly in-depth analysis of the global economy, macroeconomic trends, jobs reports, inflation data, and government statistics. Subscribers receive Dr. Skousen’s top investment ideas across stocks, bonds, precious metals, crypto, and special situations.

Each issue includes:

• Breakdown of global economic events and policy impacts
• Honest assessment of official data versus real-world conditions
• Specific stock, sector, and asset recommendations
• Updates on existing positions with clear guidance on when to buy, hold, or sell

Weekly alerts keep members informed of breaking developments, such as potential buyouts, new contracts, or policy shifts. Dr. Skousen draws from his extensive network—contacts within government, the Fed, and top investing circles—to provide early warnings and opportunities that general media cannot match.

The Skousen Report also features engaging sections, such as “You Blew It!” highlighting notable missteps in government and business, adding both insight and readability.

Two Additional Premier Opportunities Included with Subscription

Alongside the nickel report, new members receive two more exclusive reports:

1. “The #1 Silver Play in the World” – This company operates three mines producing gold, silver, and copper. With silver prices surging due to deficits, low rates, and monetary expansion, the firm achieves a 47% gross profit margin. Production costs average $24 per ounce while silver trades well above triple that level. Recent drilling has expanded resources to the equivalent of 277 million ounces of silver (valued at $25 billion—25 times the company’s current market cap). Output is projected to rise from under 3 million to over 8 million ounces in three years, positioning it for significant growth. The stock trades under $10 with a market cap around $1 billion, offering 10-bagger potential according to Dr. Skousen.
2. “The #1 Rare Earth Company in America” – Focused on restoring domestic rare earth supply chains, this firm produces 10 of the 50 most critical minerals for technology. It is also the top uranium producer in the United States, benefiting from rising nuclear demand driven by AI data center energy needs. A bankable feasibility study confirms low capital and operating costs at its Utah facility. The company supplies materials for steel in infrastructure and defense (including F-35 jets), robotics, electric vehicles, and medical applications. Dr. Skousen views it as another potential candidate for government support, which could drive rapid share price appreciation.

These three reports—“The Trump Administration’s Next Big Stock Buy,” the silver play, and the rare earth/uranium leader—provide immediate actionable ideas upon joining.

Comprehensive Benefits and Risk-Managed Approach

Membership in The Skousen Report includes the monthly flagship issue, weekly updates, special situation alerts, and full access to the three launch reports. Dr. Skousen emphasizes responsible investing: small companies carry volatility, and he advises never risking more than one can afford to lose. Even modest positions in past government-backed opportunities delivered life-changing returns for early participants.

The service operates with a 365-day money-back guarantee. Subscribers can review all materials and performance for a full year; if unsatisfied, they receive a complete refund while keeping everything sent. This reflects Dr. Skousen’s confidence that consistent value will encourage long-term relationships.

Special Launch Offer, Time-Sensitive Bonus, and How to Participate

To celebrate the launch, The Skousen Report is available at a special “launch party” price of $99—more than 60% off the regular $249 rate. This one-time opportunity provides immediate access to all three reports and ongoing service.

Those who join within 15 minutes of reviewing the offer also receive a complimentary hardback copy of Dr. Skousen’s book The Maxims of Wall Street. This collector’s item, which has sold over 50,000 copies, compiles wisdom from legends including Warren Buffett, J.P. Morgan, Benjamin Franklin, John D. Rockefeller, Milton Friedman, John Templeton, and Jesse Livermore. It is praised as a beautiful leather-bound volume every investor should keep and reread regularly.

The process is straightforward: complete the secure membership form to receive instant digital delivery of the reports, including the full ticker symbol, detailed company information, brokerage instructions (as the stock does not trade on NYSE, Nasdaq, or AMEX), and ongoing updates.

Why This Matters Now: National Security, Economic Independence, and Investor Opportunity

The convergence of factors—exclusive U.S. nickel production capability, Tesla’s major contract, government grants already awarded, Friedland’s involvement, the Rio Tinto partnership, the upcoming special meeting on March 5, and the administration’s proven track record—creates what Dr. Skousen describes as possibly “the single best investment opportunity I’ve ever uncovered.”

By reducing reliance on foreign suppliers for a metal essential to batteries, aerospace, stainless steel, robotics, and AI infrastructure, success here directly supports broader goals of economic resilience and national security. Investors who understand these dynamics through resources like The Skousen Report position themselves to participate thoughtfully in opportunities aligned with these macro trends.

Dr. Skousen’s track record of translating high-level connections into actionable insights—whether calling market bottoms, warning of crashes, or identifying resource booms—adds credibility to the current recommendation. His personal investment of 10,000 shares demonstrates conviction, and his commitment to alerting subscribers first before any potential exit underscores fairness.

Final Thoughts: Informed Investing in a Changing Landscape

The Skousen Report’s focus on “Trump Administration’s Next Big Stock Buy” offers a timely window into how national security priorities are creating distinct investment opportunities in critical minerals. Through detailed examination of the company’s unique position as America’s only primary nickel producer, its massive deposits, existing government support, high-profile partnerships, and multiple catalysts, Dr. Mark Skousen provides a thorough case for why this situation deserves careful consideration.

The broader service extends this value with ongoing expert commentary, additional recommendations such as the top silver and rare earth opportunities, and a structured approach to navigating markets. With a proven track record, extensive credentials, and a subscriber-first philosophy backed by a full-year guarantee, The Skousen Report serves as a valuable resource for those seeking informed perspectives on macroeconomic trends and special situations.

For investors interested in understanding and potentially participating in opportunities tied to domestic resource independence, reviewing the details Dr. Skousen has prepared represents a logical next step. The combination of urgency around the March 5 special meeting and the depth of analysis available makes this a moment where timely information can make a meaningful difference.

FAQ: The Trump Administration’s Next Big Stock Buy and The Skousen Report