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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
Report: Russia’s Tretyakov Gallery to transfer 2 medieval icons to Orthodox Church

Russia’s Tretyakov Gallery will transfer the Vladimir and Donskaya icons of the Mother of God to the Russian Orthodox Church, the Russian business daily Kommersant reported, citing a source close to the gallery.

Russia pulls 30% of library books in Ural city over Soros Foundation funding

About 30 percent of the books in Yekaterinburg’s libraries will have to be pulled from circulation because they were purchased with money from billionaire George Soros’s foundation, the director of the city’s municipal library network told the city council.

KamAZ may cut its workweek to 4 days again as Russian truck sales fall and Chinese surplus weighs on market

KamAZ may cut its workweek to four days starting June 1 as heavy truck sales in Russia fall, the company’s press service told the Russian business news outlet RBC.

Ukraine halts Russian advances across key sectors as Moscow prepares a new offensive. Meduza analyzes the latest battlefield developments.

Like our earlier reports on the combat situation in Ukraine, this article reviews recent battlefield developments based on open-source information. Meduza has condemned Russia’s invasion of Ukraine from the outset, and our military analyses reflect our commitment to objective reporting on a war we firmly oppose.

Northern Fleet personnel among 29 killed in Russian military transport crash in Crimea

Among those killed when a military transport aircraft crashed in Crimea were servicemembers of Russia’s Northern Fleet, Murmansk Governor Andrei Chibis said. He did not specify how many Northern Fleet personnel died in the crash. The aircraft had seven crew members and 22 passengers on board; none survived.

The plane crashed in a mountainous forest area not far from Crimea's capital, Simferopol. Since the Kremlin sent troops into Ukraine, incidents involving Russian military planes have occurred frequently.
Serbia's ruling SNS once again secured victories in local elections — but sometimes just by a few hundred votes. Narrowing margins suggest a shifting political landscape and growing momentum for anti-government protests.
What did our forebears do during the Nazi era? A subject long shrouded in silence in German families. Now, the US National Archives has made millions of NSDAP membership cards available online.
Finnish authorities are investigating two drones that crashed in southern Finland. Kyiv apologized for the incident, with Ukraine's Zelenskyy saying he and Finland's Stubb are on the same page.
The pope has said God rejects the prayers of those who wage war and have "hands full of blood." Leo has also prayed especially for Christians in the Middle East during a Palm Sunday Mass.
Under the Spotlight – Marc Blythe Founder, President, CEO & Director Au Gold Corp
Under the Spotlight – Marc Blythe Founder, President, CEO & Director Au Gold Corp

2026.04.01

Rick Mills, Editor/ Publisher, Ahead of the Herd:

Marc, can you introduce yourself, give us a brief background on what you’ve been doing, what your qualifications are and what’s motivating you?

Marc Blythe – Founder & CEO, Au Gold Corp (TSX.V:AUGC):

Yes, my grandparents met on a gold field in New Zealand in the 1930s in the Depression era and that’s kind of how my family got into the gold mining business.

Continue reading Under the Spotlight – Marc Blythe Founder, President, CEO & Director Au Gold Corp at Ahead of the Herd.

Orestone initiates exploration on Francisca Gold Project with mapping and sampling program –  Richard Mills
Orestone initiates exploration on Francisca Gold Project with mapping and sampling program –  Richard Mills

2026.03.28

Phase 1 of exploration has begun at Orestone Mining’s (TSXV:ORS) Francisca Gold Project in Salta province, Argentina.

The program will consist of detailed mapping and sampling of a 200 by 500-meter grid covering the surface exposure of the South Zone. Sampling will consist of 600 rock chip, channel and grab samples including the resampling of the 11 existing trenches which crosscut the zone along its 500-meter strike length.

Continue reading Orestone initiates exploration on Francisca Gold Project with mapping and sampling program – Richard Mills at Ahead of the Herd.

Sulfur chokepoint threatens critical minerals supply  –  Richard Mills
Sulfur chokepoint threatens critical minerals supply  –  Richard Mills

2026.03.28

Iran’s closure of the Strait of Hormuz has had a profound impact on the prices of oil, natural gas, and other key industrial commodities.

Before the war started, 20 million barrels of oil flowed through the strait daily, or about a fifth of global oil consumption. Significant volumes of aluminum, LNG, distillates such as gasoline, fertilizer, and sulfuric acid used in metal refining, also normally transit the narrow waterway, but are trapped in the Persian Gulf due to the conflict.

Continue reading Sulfur chokepoint threatens critical minerals supply  – Richard Mills at Ahead of the Herd.

‘On a whole other level’: rapid snow melt-off in American west stuns scientists
‘On a whole other level’: rapid snow melt-off in American west stuns scientists

From The Guardian

Snow surveys taking place across the American west this week are offering a grim prognosis, after a historically warm winter and searing March temperatures left the critical snowpack at record-low levels across the region.

Experts warned that even as the heat begins to subside, the stunning pace of melt-off over the past month has left key basins in uncharted territory for the dry seasons ahead. Though there’s still potential for more snow in the forecast, experts said it will likely be too little too late.

Continue reading ‘On a whole other level’: rapid snow melt-off in American west stuns scientists at Ahead of the Herd.

The Saudis found an escape hatch for some of the world’s oil. The Houthis could slam it shut
The Saudis found an escape hatch for some of the world’s oil. The Houthis could slam it shut

By Anna Cooban – CNN Business

The world, hungry for oil, got a modest reprieve earlier this month when Saudi Arabia began diverting millions of barrels of crude —ordinarily destined for ships transiting the blockaded Strait of Hormuz — to its Red Sea port of Yanbu.

But over the weekend Iran-backed Houthi militants entered the war in an escalation that threatens to sever even that lifeline.

Anything that jeopardizes Saudi oil flows out of the Red Sea will put more upward pressure on global oil prices, said Richard Bronze, co-founder and head of geopolitics at research firm Energy Aspects.

Continue reading The Saudis found an escape hatch for some of the world’s oil. The Houthis could slam it shut 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 🙂

He is mirroring his predecessor’s post-debate slump of 2024 [...]

Our analysis suggests that more than 22m people across the Middle East live near a reported strike [...]

The World Happiness Report shows it diverging from the rest of the world [...]

Our analysis shows which routes are getting longer [...]

Our analysis finds that age gaps among America’s richest couples are shrinking [...]