Enslave
Profiteer
Rule
Don’t go there!
Perhaps ironically, one of the most famous 4 Horsemen of the Apocalypse paintings is by a Russian:
- Pestilence (on a White Horse -> COVID !?)
- War (on a Red Horse -> PUTIN !?)
- Famine (on a Black Horse -> HYPERINFLATION !?)
- Death (on a Pale Horse -> TOO LATE !?)
- Meduza
- DW
- Ahead
Last week, several major American media outlets reported that the Trump administration had presented a peace plan to Ukrainian officials that would involve U.S. recognition of Russian sovereignty over Crimea. Up until that point, the United States, like Ukraine’s other Western allies, had categorically refused to recognize Moscow’s annexation of the peninsula. As a result, over the past week, Ukrainian President Volodymyr Zelensky has found himself embroiled in another public dispute with President Trump, as the two leaders trade contradictory public statements about the future status of Crimea. Meduza shares a timeline of what they and other officials have said so far.
In 2022, Russian Deputy Prime Minister Marat Khusnullin presented Vladimir Putin with a plan to rebuild Mariupol, after Moscow’s armies leveled much of the city early in the full-scale invasion of Ukraine. Khusnullin envisioned Mariupol’s complete restoration within three years. Despite claims from Russian officials that they’ve met this target, many residents still haven’t found new homes. In a new investigation, journalists at Bumaga Media analyzed statements by the Russian government, examined available data on the city’s reconstruction, and spoke with locals. Meduza summarizes the outlet’s main finding: it would take the Russian authorities another 18 years to finish rebuilding the city at the current pace of construction.
Washington and Kyiv have signed a minerals deal granting the U.S. access to Ukraine’s natural resources, Ukrainian Economy Minister Yulia Svyrydenko confirmed in a tweet on April 30, following reports of last-minute hurdles that delayed the agreement by several hours. “Together with the United States, we are creating the Fund that will attract global investment into our country,” Svyrydenko said, attaching a selfie from Washington.
On Wednesday, Russia and North Korea marked the start of construction of the first highway bridge connecting the two nations. In a teleconference with North Korean Cabinet Premier Pak Thae Song, Russian Prime Minister Mikhail Mishustin called the bridge “truly a landmark moment for Russian–Korean relations,” adding that its significance “goes far beyond a mere engineering task.”
Earlier this week, a tragedy unfolded in Giryi, a small border town in Russia’s Kursk region recently retaken from Ukrainian forces after months of occupation. According to the outlet Pepel Media, a Russian soldier forced his way into a family’s home and began shooting. The incident reportedly occurred shortly after midnight on April 30. In the gunfire, 41-year-old Olesya Larina was killed, and her husband was wounded and later taken to intensive care. The couple’s children escaped unharmed, though eyewitnesses say the shooter held at least one of their daughters hostage for some period of time.
Ahead of the Herd thinks that the Gold/Silver Ratio, currently at 100.5 (meaning it takes 100 ozs of silver to buy one oz of gold, the ratio has averaged 60:1 since early 1970’s), shows silver may be undervalued compared to gold, indicating a potential for upward price movement.
Continue reading Silver: The unsung hero of the energy revolution at Ahead of the Herd.
Silver: The unsung hero of the energy revolution
Ahead of the Herd thinks that the Gold/Silver Ratio, currently at 100.5 (meaning it takes 100 ozs of silver to buy one oz of gold, the ratio has averaged 60:1 since early 1970’s), shows silver may be undervalued compared to gold, indicating a potential for upward price movement.
Continue reading Silver: The unsung hero of the energy revolution at Ahead of the Herd.
2025.04.29
Drills could soon be turning at Harvest Gold’s (TSXV:HVG) flagship Mosseau project located within the highly prospective Urban Barry Greenstone Belt in the Canadian province of Quebec.
Last week the company announced it has received all required government permits, providing the company latitude for selecting drill targets in the northern and central areas of Mosseau. Targets in the northern area have been prioritized while the company’s geological team is finalizing targets in the central area, a process expected to be completed within the next two weeks.
2025.04.28
End of Empire foundation For House Of Gold
Rick Mills Editor/ Publisher, Ahead of the Herd:
You were an intelligence officer in Vietnam, you were a pilot, and you were given more responsibility briefing the pilots and doing a lot of intelligence work in that kind of area.
Taking all that into consideration did you know the Defense Secretary has a make-up room in his office, he’s got an unsecured computer with Signal, he’s got Signal on his personal phone, he had a Signal conversation discussing classified information with his wife, brother and lawyer.
Continue reading End of Empire foundation For House Of Gold – Richard Mills at Ahead of the Herd.
China dominates the mining, refining and manufacturing of Rare Earth Elements (REE) and many critical minerals. Graphite is one of 14 listed minerals for which the US is 100% import dependent. Beijing has announced it is banning exports to the United States of many rare earth elements (REE), many critical minerals and further tightening sales of graphite.
The International Energy Agency (IEA) predicts that growth in graphite demand could see an 8- to 25-fold increase between 2020 and 2040.
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Mandela’s Kiss Endures
The 2024 Global Elections Super-Cycle
Stay tuned for continuous updates on elections around the world. Click on a country for the latest elections data and analysis.
- Number of national elections to be held in 2024 18 of 68
- Overall turnout (based on registered voters) 63%
- Total number of ballots cast in 18 elections 467,094,737
Pulled conclusions from pooled data compilations
Using some of the world’s largest companies by market cap & some of the most quoted indices + two most sung alternatives: data for this millennia where available
- At 134x, Apple is the absolute stock price growth winner; with Amazon at 45x and Google at 32x
- Despite the lack of interest or dividends, gold at 6.6x looks good compared to any other stock or index!
- Barrick Gold on the other hand seems to be poorly correlated to anything including the gold metal itself!?
- But Barrick is the only stock producing negative correlations with most of the indices including a relatively high -0.77 with the Euronext100 index
- If one wast trying to get something totally uncorrelated on purpose- it would be hard to beat: gold and the Euronext100 index at -0.03; or Barrick and the Hang Seng index at 0.04; or gold and Merck at 0.16; or BTC and the FTSE index at 0.19
- Correlation against a basket of indices & alternatives is best in Disney and Google (0.81-0.82), albeit at different growth multiples
- If an average historical P/E is somewhere in the 20x range, then the current S&P quoted average which is in high 30s is as warned high, BUT: only Amazon and Visa seem to be widely out of range (justified by growth in online transactions?), with many below current & historical averages
- In the current world of no interest & no inflation, maybe the higher P/E averages are justified..? For how long, that is a different question…
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