The Weekly Rundown 📊

Revaluing Gold: How Washington Could Unlock $800 Billion Without Raising Debt​

For decades, gold has sat on the U.S. balance sheet at a token valuation of $42.22 per ounce—an official figure unchanged for generations—but mounting fiscal strain and a national debt exceeding $37 trillion suggest that number may soon change. In an unusual acknowledgment that gold still holds relevance in U.S. monetary policy, the Federal Reserve recently referenced the metal in an official report, aligning with draft versions of President Trump’s proposed Bitcoin Act circulating in both the Senate and House. These bills explicitly outline a plan to revalue America’s official gold reserves—a process that, if approved, could unfold as early as 2026—to fund new sovereign wealth and Bitcoin reserve initiatives, redefining gold’s statutory value under 31 U.S. Code §5117. Repricing gold to around $3,400 an ounce could instantly “create” nearly $800 billion in debt-neutral liquidity—capital that might finance these funds without formally expanding the federal debt. Supporters hail it as an innovative way to rebalance public finances, while critics warn it mirrors a sophisticated form of quantitative easing that could trigger inflationary shockwaves worldwide. Should the U.S. move forward, other central banks may follow, reanchoring their currencies to tangible assets even as fiat values continue to erode. Whether the goal is to ease America’s debt burden or to redefine reserves for a digital age, the implications are profound: gold—once dismissed as a barbarous relic—may again become the measure of monetary credibility, and the next chapter of U.S. finance could well be written in both gold and code.

Disclaimer: The information discussed reflects ongoing market speculation and legislative proposals. As of now, the U.S. government has not announced or approved any official revaluation of its gold reserves. Figures such as $800 billion in liquidity are based on independent analyst estimates, not formal projections from the Treasury or Federal Reserve.

 

[Elina Ward]

Monday 15 December 2025​

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GE Weekly Stock Move Explained: Aerospace Demand, Analyst Confidence, and Structural Clarity​

General Electric (NYSE: GE) was a U.S.-based industrial company founded in 1892, originally built around Thomas Edison’s early electricity businesses. Over more than a century, GE evolved into a global conglomerate before undergoing a major transformation in recent years. Following the spin-offs of GE HealthCare and GE Vernova, the company operated primarily as GE Aerospace, focused on commercial jet engines, military propulsion systems, and long-term aviation services. As a result, GE stock increasingly reflected aerospace and defense fundamentals, rather than the risks of a diversified industrial group.

This article reviewed GE’s stock performance during the week from December 8 to December 12, explaining what caused the share price to rise and why investors responded positively over the period.

During the week, GE shares traded with a steady upward bias and finished higher, with gains developing over several sessions rather than appearing as a single, abrupt move. The advance reflected a mix of fundamental catalysts, improving investor confidence, and supportive market positioning.

What Drove GE’s Weekly Gain​

The most important driver was renewed confidence in GE Aerospace’s order pipeline and earnings visibility. On December 10, GE announced new defense-related engine orders tied to U.S. military applications. These contracts are typically long-term, service-oriented, and less sensitive to economic cycles, making them attractive from a revenue stability perspective.

Following the announcement, GE shares began to recover on December 11 as investors started positioning for improved long-term visibility, and the move accelerated on December 12 as the market more fully priced in the implications of the order flow alongside supportive analyst commentary. Rather than reacting instantly, investors responded in stages, with conviction building as the week progressed.

Commercial aviation fundamentals also remained supportive. Airline demand stayed resilient, and aircraft production continued to rely heavily on engine deliveries and aftermarket servicing. Investors focused increasingly on GE’s large installed engine base, which generates recurring service revenue over many years and underpins confidence in future cash flows.

Analyst positioning further reinforced the move. Institutions highlighted GE’s simplified structure after the breakup, stronger margins, and improved capital discipline. This made the business easier to value and encouraged accumulation rather than short-term trading.

Why the Stock Behaved the Way It Did​

Despite the gains, GE’s price action remained orderly and controlled. The stock advanced through steady buying rather than a single spike, suggesting institutional accumulation rather than speculative momentum. Some profit-taking appeared near recent highs, but it did not disrupt the broader trend.

Positioning also mattered. After a strong run earlier in the year, expectations were already elevated. As a result, positive developments translated into measured accumulation instead of aggressive chasing, keeping volatility contained and reinforcing the fundamental nature of the move.

Takeaway​

GE’s gain during the December 8–12 period was driven by improving clarity rather than surprise. A defense-related order announcement on December 10 strengthened long-term revenue visibility, the market began responding on December 11, and confidence solidified into a stronger advance on December 12. Combined with analyst support and GE’s streamlined aerospace focus, these factors helped lift the stock in a controlled and sustainable way, underscoring investor confidence in GE Aerospace as a durable industrial leader rather than a speculative trade.

The chart below illustrates how General Electric’s share price moved from December 8 to December 12, based on 5-minute candlestick data.