In the marble halls of Washington, where laws are written and futures are shaped, another kind of transaction unfolds—one that reveals more than any speech or press release ever could. What do those entrusted with governing choose to do with their own money?

The answer, meticulously recorded in mandatory disclosures, tells a story of conviction, timing, and perhaps, uncommon foresight.

This week, we examine the largest political stock trades of 2025—eye-watering sums that dwarf most portfolios—alongside five stories that moved markets and tested the principles of patient investors everywhere.

Picture a congressman quietly deploying $17.5 million into a single Canadian bank. Another unloading $12 million in Goldman Sachs while accumulating cryptocurrency position by position. A third executing the year's largest single transaction: a $37.8 million exit from UBS.

These aren't hypothetical scenarios—they're documented trades from 2025, each filed under legal obligation. This week's video analyzes every disclosed political stock transaction above $250k threshold, revealing the top five buys and top five sells. What emerges isn't speculation, but a pattern—one worth understanding before you make your next investment decision.

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1. S&P 500 Erases 2026 Gains Amid Volatility

The broad market index surrendered its year-to-date gains following a brutal Tuesday selloff, triggered by escalating geopolitical tensions over Greenland. The 2.1% drop marked the worst single-day performance since October, dragging both the S&P 500 and Nasdaq into negative territory for 2026 and reminding investors that political risk remains alive.

2. Intel Crashes 17% on Disappointing Guidance

Despite beating fourth-quarter earnings expectations with 15 cents per share versus the 8 cents forecast, Intel shares collapsed Friday as management warned of crippling supply constraints. The chipmaker's breakeven first-quarter EPS guidance and admission that demand exceeds available supply exposed the gap between ambition and execution.

3. Gold Hits Fresh Record Above $4,900

The ultimate safe haven extended its historic run, touching new all-time highs above $4,900 per ounce as volatility climbed and the dollar weakened. After surging nearly 60% in 2025—the best year since 1979—gold continues finding buyers amid persistent geopolitical tensions and concerns about fiscal credibility.

4. Treasury Yields Surge to Four-Month Highs

The benchmark 10-year Treasury yield climbed to 4.24% even as geopolitical tensions eased, reflecting deeper concerns about elevated inflation, fewer Fed rate cuts, and ballooning budget deficits. A Danish pension fund's decision to sell $100 million in Treasuries—modest in absolute terms—may signal the direction of future moves from foreign investors questioning America's fiscal trajectory.

5. Mega-Cap Tech Earnings Week Approaches

Microsoft, Meta, and Apple all report quarterly results next week. With AI infrastructure spending under scrutiny and valuations stretched, these earnings will test whether enthusiasm for artificial intelligence can overcome mounting economic uncertainty.

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