Labib Abiad

[Labib Abiad @AbiadLabib]

CHAPTER II: SETTING THE STAGE FOR A U.S. GOLD REVALUATION

(Full macro insight)

Sanctions on Russia’s assets and efforts to suppress the value of its gold reserves were a key financial strategy in 2022. However, the current economic landscape has shifted. Remarkably, neither the U.S. nor major financial institutions have intervened to curb gold’s recent surge, via derivatives, futures contracts, or ETFs. Gold's price is being left to rally unchecked, and this hands-off approach isn’t accidental. More on that in a bit.

The real issue now is the U.S. debt, deficit, and ballooning Treasuries.

In parallel, the world’s largest gold reserve—8,134 tons—is held by the United States. Yet, unlike most countries, the U.S. government does not mark its gold reserves to market value. Amazingly, it still records gold at its 1973 BOOK VALUE OF $42.22 PER ONCE, a figure that has remained unchanged for over half a century.

Revaluing the U.S. gold reserve at today’s (or tomorrow’s) market price would "CREATE" a major asset, ADDING NEARLY $1 TRILLION IN TANGIBLE VALUE to the U.S. Treasury’s balance sheet. To put this into perspective, the total reported Treasury assets in 2024 stood at $5.7 trillion. By strengthening the government’s financial position, this revaluation could reduce the debt-to-GDP ratio, lower borrowing costs, and push Treasury yields downward. At the stroke of a pen, the revaluation of gold would represent one of the most significant financial shifts in modern U.S. history, reinforcing the Treasury’s asset base without adding a single dollar of debt.

Given the above, THE CURRENT SURGE IN GOLD PRICE IS CONVENIENTLY SETTING THE STAGE FOR THE NEW LEVEL AT WHICH THE REPRICING WILL TAKE PLACE.

The U.S. is the world's largest gold holder. The U.S. has a playbook, and the U.S. is in control!

Sharing these thoughts with you all! @TaviCosta @KobeissiLetter @SpencerHakimian @LukeGromen @JuergKiener8953 @zerohedge @gloomboomdoom @LawrenceLepard @MacroAlf @GRDecter @DanielaCambone @ParrillaDiego @JamesGRickards @dan_azzi @MichelKozah @labibabiad

[Labib Abiad @AbiadLabib]

@edouardhusson @Malbrunot Bien sûr! La seule confusion est chez notre ami Georges.

[Labib Abiad @AbiadLabib]

@marcfiorentino 🎯

[Labib Abiad @AbiadLabib]

@tamuke06 @JMilei En attendant le Milei de la France !

[Labib Abiad @AbiadLabib]

LEBANON'S BANKING SYSTEM FROM 2016 TILL 2019...

When foreigners stopped buying EuroBonds in 2016, a "FINANCIAL ENGINEERING" was put in place, similar to the electrical "engineering" illustrated below 👇🏻

[Labib Abiad @AbiadLabib]

SETTING THE STAGE FOR A US GOLD REVALUATION

The world’s largest gold reserve—8,134 tons—is held by the United States. Yet unlike most countries the US government does not mark its gold reserves to market value. Amazingly it still records gold at $42.22 PER ONCE, its 1973 BOOK VALUE, a figure that has remained unchanged for over half a century.

Revaluing the US gold reserve at today’s (or tomorrow’s) market price would "CREATE" a major asset, ADDING NEARLY $1 TRILLION IN TANGIBLE VALUE to the US Treasury’s balance sheet. To put this into perspective, the total reported Treasury assets in 2024 stood at $5.7 trillion. By strengthening the government’s financial position, this would reduce the debt-to-GDP ratio, lower borrowing costs, and push Treasury yields downward. At the stroke of a pen, the revaluation of gold would represent one of the most significant financial shifts in modern US history, reinforcing the Treasury’s asset base without adding a single dollar of debt.

Remarkably, neither the US nor major financial institutions have intervened to curb gold’s recent surge, via derivatives, futures contracts, or ETFs. Gold's price is being left to rally unchecked, and this hands-off approach isn’t accidental.

Given the above, THE CURRENT SURGE IN GOLD PRICE IS CONVENIENTLY SETTING THE STAGE FOR THE NEW LEVEL AT WHICH THE REPRICING WILL TAKE PLACE.

The US is the world's largest gold holder. The US has a playbook, and the US is in control!

@TaviCosta @KobeissiLetter @SpencerHakimian @LukeGromen @JuergKiener8953 @zerohedge @gloomboomdoom @LawrenceLepard @MacroAlf @GRDecter @DanielaCambone @ParrillaDiego @JamesGRickards @MichelKozah @labibabiad

[Labib Abiad @AbiadLabib]

@SpencerHakimian 🎯

[Labib Abiad @AbiadLabib]

@tamuke06 🎯🎯🎯

[Labib Abiad @AbiadLabib]

@JuergKiener8953 👍🏻👌🏻

[Labib Abiad @AbiadLabib]

@AimenDean Metformin would help. Latest research.

[Labib Abiad @AbiadLabib]

@MichelKozah @riachi_jean 🎯

[Labib Abiad @AbiadLabib]

@MichelKozah In 2 hours, Lebanon's "yearly" GDP, if we may say...

[Labib Abiad @AbiadLabib]

@ProfessorKhater 💯

[Labib Abiad @AbiadLabib]

@riachi_jean 💯 and not sure about Crypto

[Labib Abiad @AbiadLabib]

@riachi_jean @MichelKozah BDL, where depositors' money ended...
Are you following?

[Labib Abiad @AbiadLabib]

@MichelKozah @riachi_jean You forgot gold. They didn't...

[Labib Abiad @AbiadLabib]

@marwanmatni NB: Excluding gold... We know what's next.