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
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 Major General Yaroslav Moskalik, deputy chief of the Main Operational Directorate of the Russian military’s General Staff.
During talks between Ukrainian, U.S., and European officials in London on Wednesday, Kyiv put forward five main demands for a future ceasefire agreement with Russia, The Telegraph reports.
A plane believed to be carrying U.S. President Donald Trump’s special envoy Steve Witkoff has arrived at Moscow’s Vnukovo airport, according to the flight tracking service Flightradar24.
The U.K. is likely to drop its plans to deploy thousands of troops to help defend Ukraine, The Times reported Thursday, citing diplomatic sources.
U.S. President Donald Trump said Thursday that Russia is willing to make concessions to end the war in Ukraine — then cited not taking control of the entire country as one such concession.
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.
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.
By Ben Turner – LiveScience
In a first, researchers have developed a new copper alloy that’s one of the most resilient copper-based materials ever made.
The new alloy, a mixture of copper, tantalum and lithium, was built on nanoscales to withstand extreme temperatures and strains, and could have crucial applications for aerospace, defense and industry. The researchers published their findings March 27 in the journal Science.
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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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