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The America Reloading Summit with Dr. Mark Skousen

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The America Reloading Summit with Dr. Mark Skousen

June 25
11:54 2026
The America Reloading Summit with Dr. Mark Skousen
Join The America Reloading Summit featuring Dr. Mark Skousen on June 30. Explore U.S. defense priorities, $1.5 trillion spending plans, and five selected stocks.

The Oxford Club will host the America Reloading Summit, a free online event featuring Dr. Mark Skousen, on Tuesday, June 30 at 2:00 p.m. Eastern Time. The session will examine current U.S. military supply challenges and the implications of planned increases in defense spending for select domestic companies.

The event will focus on the intersection of national security priorities and investment considerations in the defense and critical minerals sectors. Dr. Skousen, Macroeconomic Strategist for The Oxford Club, will present analysis on five specific stocks that he has identified as potentially positioned to benefit from these developments through the end of 2026.

Background on the Current Situation

Recent international conflicts, including those in Ukraine, Iran, and Israel, have highlighted constraints in U.S. weapons inventories. The United States has drawn down significant portions of its precision-guided missile stockpiles. Replenishment timelines are estimated at multiple years in some categories.

Additional factors include the relative size of the U.S. naval fleet compared to others and reliance on external sources for rare earth elements and other critical minerals used in advanced military systems. China currently accounts for approximately 80% of global rare earth production.

In response, the administration has proposed substantial increases in defense expenditures. The planned total reaches $1.5 trillion, representing the largest such program in 75 years. Key allocations include:

  • $54 billion for drone production, a significant increase from prior year levels.
  • $65 billion for 18 new warships and 16 support vessels under the Golden Fleet initiative.
  • $102 billion for new aircraft programs, including F-35s, F-47s, and B-21 bombers.
  • $52 billion for munitions replenishment.
  • $12 billion for development of a domestic critical minerals stockpile.

These measures aim to strengthen supply chain resilience and reduce external dependencies.

Dr. Mark Skousen’s Analysis

Dr. Skousen will review these budget items and discuss their potential effects on a group of five smaller domestic companies involved in defense technologies and critical minerals. The presentation will include details on each company’s role in the supply chain, such as drone systems, antimony processing, and rare earth elements.

The session will also address a planned policy adjustment regarding trade with China, scheduled for January 1, and its possible impact on domestic producers.

Historical spending periods provide context for the discussion. Following previous military engagements, certain companies in related sectors recorded notable performance. Examples include gains observed after the post-9/11 period, the Iraq conflict, and the response to events in Ukraine. Dr. Skousen will reference these cases as part of his broader market analysis.

About Dr. Mark Skousen

Dr. Mark Skousen is a recognized economist with extensive academic and professional experience. He holds a Ph.D. in economics from George Washington University and has taught at institutions including Columbia Business School. He previously served as a CIA analyst in the Office of Economic Research.

He is the author of more than 25 books on economics, investing, and related topics. Dr. Skousen founded FreedomFest, an annual conference that brings together thinkers from various fields. Past participants have included public officials, business leaders, and academics.

His public commentary has addressed major economic events over several decades. Notable instances include his 1981 assessment of Reagan economic policies, warnings ahead of the 1987 market decline, observations on the Berlin Wall in 1989, analysis of technology sector growth in the 1990s, and market commentary around 2001 and 2009. He has also provided forecasts on commodity prices.

Dr. Skousen contributes regularly to financial. He currently serves as Macroeconomic Strategist for The Oxford Club, where he provides research and commentary to members.

Event Details and Format

The America Reloading Summit is scheduled as a live online presentation. Attendees will receive information on:

  • The scale and components of current U.S. defense requirements.
  • Specific budget provisions and their distribution across sectors.
  • Profiles of the five selected companies and their relevant operations.
  • Historical patterns in defense-related industries during periods of elevated spending.
  • Policy developments affecting international trade in critical materials.

The program is designed to provide factual context and structured analysis for investors monitoring these areas. No cost is required to participate.

A VIP option is available for those seeking additional materials. This includes a supplementary report on a silver mining company with operations in multiple metals and recent exploration results, along with preparatory content and updates related to the summit.

Statements from Organizers

Jonathan Rodriguez, Senior Managing Editor at The Oxford Club, noted: “Defense policy and supply chain security have become central topics in 2026. This summit offers participants an opportunity to hear directly from Dr. Skousen on how these factors may influence certain market segments.”

Dr. Skousen added: “After reviewing the budget proposals and related intelligence, I have identified five companies that warrant attention. The June 30 session will provide a complete overview of the background, the specific opportunities, and the reasoning behind each selection.”

Why Attend

The event addresses timely questions about U.S. military preparedness and associated economic effects. Participants will gain access to Dr. Skousen’s compiled research in a single session. The format allows for direct presentation followed by structured takeaways.

With the proposed spending measures moving forward, the second half of 2026 may see increased activity in the affected industries. The summit aims to equip attendees with relevant information for their own analysis.

Registration Information

Registration for the America Reloading Summit is open at no charge. Interested individuals are encouraged to reserve their place promptly, as the live event has capacity considerations. The session will be held on Tuesday, June 30 at 2:00 p.m. ET.

To register, visit the dedicated event page here.

About The Oxford Club

The Oxford Club is an independent financial research organization providing analysis and recommendations to its members. Focused on long-term wealth preservation and growth, it draws on a network of economists, strategists, and industry specialists. Dr. Mark Skousen serves as its Macroeconomic Strategist.

Media info

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