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
Meduza’s publishing imprint has released a book to accompany “No,” our art exhibition opening at the Kunstraum Kreuzberg/Bethanien gallery in Berlin on April 26. Dedicated to everyone who still dares to resist, the book is not only a complete guide to the exhibition but also includes exclusive bonus materials. Whether you plan to visit the gallery or will be unable to attend the exhibition, if you’re a Meduza reader, this book has something for you. Get your copy from our online store today!
A court in the Russian city of Yekaterinburg has sentenced artist and activist Alisa Gorshenina to 10 days in jail for allegedly displaying “extremist symbols,” the Telegram channel It’s My City reports.
U.S. special envoy Steve Witkoff’s meeting with Russian President Vladimir Putin has ended after about three hours.
Michael Gloss, an American citizen and the son of CIA Deputy Director for Digital Innovation Juliane Gallina Gloss, was killed in Ukraine while fighting in the Russian military last year, the independent outlet iStories reported on Friday. He was 21 years old. Gloss’s father, Larry Gloss, is a U.S. Navy veteran and head of Security Information Systems, a company that develops software for the U.S. Department of Defense. Meduza shares an English-language summary of Gloss's story.
A car exploded late Friday morning in the courtyard of an apartment building in Balashikha, a town just outside Moscow. According to the Russian Investigative Committee, the blast killed General Yaroslav Moskalik, deputy chief of the Main Operational Directorate of the Russian military’s General Staff.
2025.04.25
China is by far the biggest graphite producer at about 80% of global production. It also controls almost all graphite processing, establishing itself as a dominant player in every stage of the supply chain.
China also accounts for 98% of announced anode manufacturing capacity expansions through 2030, according to the International Energy Agency.
China has imposed restrictions on graphite exports. Exporters must apply for permits to ship synthetic and natural flake graphite.
2025.04.24
RM: Bob and I are putting all the articles we talk about in our ‘Under the Spotlight’ series of articles in one spot.
Bob what you have for us this morning is so good you can do the whole intro….
BM: I’m going to steal some short ideas that are so appropriate for where we are today. If you want to get rich or even just retire, you can put together a basket of cheap lottery tickets at the bottom of the precious metal resource stocks.
2025.04.24
Max Resource (TSXV:MAX; OTC:MXROF; Frankfurt:M1D2) has reported successful iron ore and recovery results from dry magnetic test work at its Florália Direct Shipping Ore (DSO) Iron Ore Project.
The project is located 67 kilometers east of Belo Horizonte, in the state of Minas Gerais, Brazil.
Florália DSO Iron Ore Project
In May 2024 Max announced the acquisition of the Florália DSO Iron Ore Project hoping to create new shareholder value.
Adam Hamilton, CPA
Gold just soared to crazy-overbought levels, among its most-extreme in modern history! Though still nowhere near shooting parabolic, such exceedingly-stretched technicals dramatically up the odds gold is due for a rebalancing selloff. That will likely be correction-grade, though precedent shows a quick bear is possible. Despite this probable cyclical-bull topping, gold’s relatively-small secular bull remains alive and well.
Gold is having a hell of a year, blasting 30.4% higher in 2025 as of this Monday!
Continue reading Crazy-Overbought Gold! at Ahead of the Herd.
By Stephen S. Roach – Project Syndicate
The supply-chain disruptions during the pandemic look almost quaint compared to the fundamental reordering of global trade currently underway. This fracturing, when coupled with US President Donald Trump’s attacks on central-bank independence and preference for a weaker dollar, threatens a prolonged period of stagflation.
At a minimum, Trump is ramping up political pressure on US monetary policy precisely when inflationary pressures are mounting in the face of new supply-chain disruptions.
Continue reading Stagflation for the Ages at Ahead of the Herd.
2EMMA Featured Stories
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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Ivan
Ivan
