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Dear Fellow Traveler, The CEO of United States Antimony has just invested $613,000 of his own money in company stock at $6.13 per share. This was at an all-time high… The last time he bought the stock… it was at $1.44 per share in December…
He still bought it - 100,000 shares - at over 4x the previous purchase price… Plus… he didn’t buy options. This wasn’t about RSUs. He used cold, hard cash to purchase common stock. This follows a pattern I’ve tracked for years. You see… insiders and government contracts go hand in hand… The Intel PlaybookIn mid-2022, Intel (INTC) insiders - particularly directors and senior VPs - accumulated shares ahead of major CHIPS Act announcements. The government later awarded Intel $8.5 billion in grants and $11 billion in loans. They weren’t betting on quarterly earnings. They were front-running federal industrial policy. The same happened with MP Materials. There, insiders accumulated heavily in late 2020 and 2021, just before becoming the sole recipient of Department of Defense rare earth refinement contracts. The U.S. needed a domestic alternative to China. MP executives knew it before the market noticed. And now there’s the Nuclear Trade
The U.S. is rushing to secure high-assay low-enriched uranium (HALEU) for next-gen reactors. There are only two serious U.S. suppliers. The insiders know this. The UAMY SetupThat brings us to the UAMY move today…
Defense Logistics Agency needs antimony for munitions. China controls 80% of the global supply. UAMY has the only two North American smelters. And the Pentagon just ordered $10 million worth… Seems like just the beginning. When the CEO writes a $613K personal check, he’s not speculating. He’s trading on strategic necessity. So… watch the pattern… That’s Insider buying + Government dependency + Supply chain chokepoints It creates an Asymmetric opportunity These aren’t quarterly earnings trades. They’re policy certainty trades. When insiders bet their own money on companies that the government MUST support for national security, they’re not gambling. They’re front-running industrial policy. This is why we pay attention to what’s going on K Street instead of just Wall Street… Stay positive, Garrett Baldwin About Me and the Money Printer Me and the Money Printer is a daily publication covering the financial markets through three critical equations. We track liquidity (money in the financial system), momentum (where money is moving in the system), and insider buying (where Smart Money at companies is moving their money). Combining these elements with a deep understanding of central banking and how the global system works has allowed us to navigate financial cycles and boost our probability of success as investors and traders. This insight is based on roughly 17 years of intensive academic work at four universities, extensive collaboration with market experts, and the joy of trial and error in research. You can take a free look at our worldview and thesis right here. Disclaimer Nothing in this email should be considered personalized financial advice. While we may answer your general customer questions, we are not licensed under securities laws to guide your investment situation. Do not consider any communication between you and Florida Republic employees as financial advice. The communication in this letter is for information and educational purposes unless otherwise strictly worded as a recommendation. Model portfolios are tracked to showcase a variety of academic, fundamental, and technical tools, and insight is provided to help readers gain knowledge and experience. Readers should not trade if they cannot handle a loss and should not trade more than they can afford to lose. There are large amounts of risk in the equity markets. Consider consulting with a professional before making decisions with your money.
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