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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 !?)

 

For relevant updated news go to the EMMA press pages, or follow the following currently relevant (independent) news:
  • Meduza
  • DW
  • Ahead
U.S. and Ukraine sign minerals deal

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.

Russia and North Korea break ground on construction of first highway bridge linking two nations

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.” 

Russian soldier opens fire on family in Kursk border town after end of Ukrainian occupation

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.

The last remaining U.S.–Russia nuclear treaty expires in less than a year. A new arms race has already begun.

Fifteen years ago, Russia and the United States signed the New START treaty to limit their nuclear arsenals. In 2021, Vladimir Putin and Joe Biden agreed to extend the agreement — but it’s now set to expire next year. Analysts and international security experts are raising concerns: New START is effectively the last remaining arms control treaty between the two countries, playing a crucial role in curbing nuclear stockpiles and preventing a new arms race. At the same time, Russia continues to heighten tensions with its rhetoric, repeatedly threatening Ukraine’s Western allies with nuclear strikes. Meduza examines why reaching a new agreement on nuclear deterrence may prove difficult — even as Vladimir Putin and Donald Trump grow closer.

An open secret. Why Moscow and Pyongyang held off on acknowledging North Korean troops fighting against  Ukraine

Last fall, reports surfaced that Pyongyang had sent soldiers to support Russia in its war against Ukraine. Even as the evidence kept piling up, official Russian and North Korean sources remained silent. That is, until a few days ago. In what was almost certainly a coordinated move, first Moscow, then Pyongyang, officially acknowledged that North Korean troops had fought in the war. Novaya Gazeta Europe spoke to regional experts and political analysts to understand why they chose to go public now. Meduza shares an abridged English-language version of the outlet’s reporting.

Ukraine and the United States have signed a long-awaited "reconstruction investment" agreement allowing US access to Ukrainian natural resources, the US Treasury Department has announced. DW has more.
Swedish police said a masked gunman carried out a shooting that killed three people. The motive of the shooting was as of yet unclear, with police investigating it as a homicide.
Members of Germany's Social Democratic Party (SPD) have voted in favor of a 144-page coalition agreement with the conservatives. This clears the way for Friedrich Merz to become the new chancellor.
Europe is watching anxiously as Washington warns of a "critical week" for Ukraine. Leaked documents show the US and Europe diverge on how to end the war.
US President Donald Trump is urging Ukraine to make major concessions to end the war with Russia. Many Ukrainians reject his proposal. What do analysts have to say about the US peace plan?
Silver: The unsung hero of the energy revolution
Silver: The unsung hero of the energy revolution

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.

Harvest Gold gets drill permits for Mosseau project in Quebec – Richard Mills
Harvest Gold gets drill permits for Mosseau project in Quebec – Richard Mills

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.

Continue reading Harvest Gold gets drill permits for Mosseau project in Quebec – Richard Mills at Ahead of the Herd.

End of Empire foundation For House Of Gold – Richard Mills
End of Empire foundation For House Of Gold – Richard Mills

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.

Breaking Beijing’s Grip The U S Quest for Graphite Independence
Breaking Beijing’s Grip The U S Quest for Graphite Independence

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.

Continue reading Breaking Beijing’s Grip The U S Quest for Graphite Independence at Ahead of the Herd.

Echoes of History Navigating Today’s Global Challenges
Echoes of History Navigating Today’s Global Challenges

Domestically, the United States grapples with its unsustainable debt and deficit levels, whispers of bankruptcy echo across the nation. The sanctity of the US Dollar as the world’s primary reserve currency is under scrutiny. Shifts in global economic power have sparked debates on the future of the dollar’s dominance.

Amidst the cacophony of uncertainty, some financial experts hail gold as the bastion of stability, a timeless investment in turbulent times.

Continue reading Echoes of History Navigating Today’s Global Challenges at Ahead of the Herd.

 

2EMMA Featured Stories


Mandela’s Kiss Endures

Palestinian leader Yasser Arafat and Nelson Mandela embrace at Mandela's home in Johannesburg, South Africa, on Jan. 13, 1990.

 

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…

For hedging ideas, other growth, correlations, or averages- take a look at the data set/:>  the Excel file: 2emma stock monitor or go to the Data Monitor

 

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The Economist – Graphic Detail

Almost like it was done by John Graphicon 🙂

Investors are chasing resilience, not dazzling returns [...]

By Donald Trump’s telling it did. The data suggest otherwise [...]

It is the most democratic region in the world. But people are increasingly fed up [...]

How has its influence changed over time? [...]

And why that is increasingly hard to do [...]