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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
Zelensky arrives in Ankara ahead of Ukraine–Russia talks, accuses Moscow of sending 'prop' delegation

Ukrainian President Volodymyr Zelensky has arrived in Ankara, where he plans to meet with Turkish President Recep Tayyip Erdoğan as Ukraine–Russia negotiations are set to begin in Istanbul.

‘Why would he go if I’m not going?’ Trump says of Putin skipping Istanbul talks

U.S. President Donald Trump claimed that Russian President Vladimir Putin chose not to attend talks in Istanbul because Trump himself did not go.

Harvard scientist from Russia charged with smuggling frog embryos into U.S., sent to federal prison

Kseniia Petrova, a Harvard Medical School researcher from Russia, has been charged with smuggling for attempting to bring frog embryos into the United States, the U.S. Attorney’s Office in Massachusetts said.

Restored sculpture of Stalin unveiled in Moscow metro station

A sculpture of Soviet leader Joseph Stalin has been unveiled in a passageway at the Taganskaya Metro Station in Moscow, architecture researcher Alexander Zinoviev reported on Thursday.

Russia launches more than 100 drones at Ukraine ahead of Istanbul talks

Russia launched an overnight wave of drone attacks across Ukraine, damaging homes and sparking fires, according to Ukrainian officials.

The Ukrainian president has called Russia's low-level delegation sent to peace talks in Turkey merely "decorative." He had challenged Russia's leader to meet him in person to talk about ending the war. DW has more.
Children with hearing impairments in Kosovo fall behind at school due to a lack of resources and institutional support. Some parents refuse to teach them sign language, fearing it will hinder speech development.
The Kurdish Worker's Party, or PKK, has agreed to stop fighting the Turkish state. What does it mean for PKK members, for Turkish politics and even neighboring countries?
There have been many attempts to broker a lasting peace in Ukraine, all of which have ended within weeks or even days. DW's summary charts a history of recent failures in the conflict.
Germany's newly elected chancellor, Friedrich Merz, called for Berlin to transform its Bundeswehr into the "strongest conventional army in Europe" in his first major speech to parliament.
Is the US dollar done? – Richard Mills
Is the US dollar done? – Richard Mills

2025.05.14

Donald Trump has boldly imposed a new era of US economic policy dominated by tariffs, trade wars, and threats to the sovereignty of nations it has long considered allies (Canada, Denmark, Panama), as the second-term president aims to rewrite the rules of international trade mostly by disregarding them as he pursues an America-first agenda.

The cost to the United States of Trump’s trade war and “country takeover” rhetoric has already cost America its reputation.

Continue reading Is the US dollar done? – Richard Mills at Ahead of the Herd.

The last safe haven #6 – Richard Mills
The last safe haven #6 – Richard Mills

2025.05.12

Friday 9th May 2025

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

RM: I believe the United States current economic policies are driving us towards stagflation. And US Federal Reserve Chair Jerome Powell has mentioned, twice publicly, that he also thinks a lot about declining growth and rising inflation. The last time he said, and I’m paraphrasing here, “It’s only a matter of time until Trump’s tariffs stoke inflation, push up unemployment and weaken economic growth.” Which is Stagflation.

Continue reading The last safe haven #6 – Richard Mills at Ahead of the Herd.

Video – Navigating Economic Uncertainty: The Looming Threat of Stagflation
Video – Navigating Economic Uncertainty: The Looming Threat of Stagflation

I believe the United States current economic policies are driving us towards stagflation. And US Federal Reserve Chair Jerome Powell has mentioned, twice publicly, that he also thinks a lot about declining growth and rising inflation. The last time he said, and I’m paraphrasing here, “It’s only a matter of time until Trump’s tariffs stoke inflation, push up unemployment and weaken economic growth.” Which is Stagflation.

Stagflation is an excellent environment for commodities, gold, silver and related equities.

Continue reading Video – Navigating Economic Uncertainty: The Looming Threat of Stagflation at Ahead of the Herd.

Video – Copper’s Rising Tide: Navigating the Market Shifts
Video – Copper’s Rising Tide: Navigating the Market Shifts

Some of the world’s largest mining companies, market analysis firms and bank are warning that this year, a massive shortfall will emerge for copper, which is now the world’s most critical metal.

Continue reading Video – Copper’s Rising Tide: Navigating the Market Shifts at Ahead of the Herd.

Copper price supported by Chinese demand, tariffs hiatus, easing of geopolitical tensions – Richard Mills
Copper price supported by Chinese demand, tariffs hiatus, easing of geopolitical tensions – Richard Mills

2025-05-09

China is by far the largest copper consumer and is the world’s number one refiner of the metal by a large margin.

Following the announced 90-day suspension of tariffs, the stock market rebounded and with it the price of copper.

The red metal is now trading at $4.62 a pound, 5% higher than the April 8 trough of $4.07. Year to date, the copper price is 7.5% stronger.

Continue reading Copper price supported by Chinese demand, tariffs hiatus, easing of geopolitical tensions – Richard Mills 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 🙂

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