Arkite Alerts Archive

Welcome to the archive of Arkite Alerts, Global Forecaster's free newsletter notifying subscribers of the latest news, podcasts, interviews, Global Trader performance reviews and more.

Arkite: the name derived from my Arkent Strategy to navigate, survive and thrive through the great shift.

Lessons from D-Day: How to Win a World War

Dear Arkite,

How do we avoid having to do it all over again? 

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Today’s In our Arkite Alert and in combienation with Bill Blain's epic  Morning Porridge we offer something different and a wee bit special – it’s a joint piece related to D-Day, where the West stands today and what the UK must do to defend itself. In Bills words ''I’ve written it jointly with my friend David Murrin, a man who understands the flow of history and the realities of defence better than anyone else in this country. '' 

Let me kick off our story with some history

There is old chap I know in our village. During the war he was too young for the forces, but as a 14 year old living on the River Hamble, he had a vital job in the wartime economy, fighting tooth and nail for freedom and the liberation of Europe from Nazi tyranny. Each day he skippered a bowser up and down the river, delivering fresh water to the hundreds of vessels moored on the river. From HMS Cricket, the shore establishment where Royal Marines were trained to use landing craft, to the mouth of the river he got to know the crews. He knew the Americans who’d built a quayside from the bombed-out rubble of Southampton a few miles to the North, the Royal Navy matelots sailing the boats and British Marine bootnecks manning the guns. They gave him chocolates and gum, and occasionally a tot of rum.

80 years ago he woke and looked out the window. Aside from the steady drone of aircraft overhead, it was quiet. The river was empty. All the boats had gone. It wasn’t until later that morning, when a smoke-trailing Spitfire with flack splatters across the underside landed on Hamble Airfield, the nearest “prang-patch” repair unit to the Normandy Beaches, that the village knew for sure the Invasion of Europe was underway.

Many villagers must have wondered. The night before they’d heard the sound of Bagpipes on the River. It was the music of the Commandos who’d been training in the Scottish Mountains for years before departing for France. Their commander, Shimi Frazer, better known as Lord Lovat of the Lovat Scouts, had ordered his personal piper, Bill Millan, to play them to war.

Millan recalled years later: “I had been playing to the troops waiting to board the landing craft as we went along the Hamble river, and then I put them back in the box. The Lord Lovat said, "You better get them out again because you can play us out of the Solent and into the Channel. You will be in the leading craft with me."

That night, as he played from the prow of the landing craft, the Lovat Scouts joined thousands of other boats to the East of the Isle of Wight bound for Sword Beach. The 3rd Infantry Division’s first wave of the South Lancs and the East Yorks were supported by elements of Hobart’s Funnies, the 79th Armoured Division of swimming tanks, flail mine clearers and crocodile flame throwers, the shock troops of the Commando Brigades and 177 Free French Marines. Millan played The Road To The Isles'They heard the pipes, and they were throwing their hats in the air and cheering,' he recalled.

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Lovat told him to disregard War Office orders not to wear kilts or bring bagpipes, “aye, that’s the English War Office, we’re Scots”. Millan landed in his kilt playing Highland Laddie. On hearing the roar of the Great Highland Pipes every Scot, Lancastrian and Yorkshireman on the beach rose as one, thundered up the sands, through the German lines and onwards. Lovat’s mission was to relieve the glider-borne Ox & Bucks who’d seized Pegasus Bridge – the first allied forces to assault France soon after midnight. As the Commandos arrived, the sounds of Blue Bonnets Over the Border could be heard for miles, right down the whole beach.

Many believe the sound of the pipes was the moment the success of the invasion became inevitable. In the hell that was the battle for Sword Beach the Germans chivalrously declined to shoot Millan, thinking he must be an escaped lunatic.

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Today, Millan’s statue looks over the beach and towards Juno, Gold, Bloody Omaha and Utah beaches, each with its own tales of Canadian, British and American heroics. I was privileged to meet Bill Millan’s son a few years ago when we sponsored The 100 Pipers march through Hamble in commemoration of Bill’s bravery that day. He told me his father was armed with nothing more than his Sgian-Dubh, the wee dagger tucked into our socks to frighten Englishmen with. Who needs a rifle when you have the pipes?

Operation Overlord, the D-Day invasion was the most complex and unsurpassed feat of military organisation. It was huge. It had mass. 5000 vessels, 133,000 troops landed on day one, and 10,300 casualties.  The Battles for Normandy, France, the Low Countries and crossing the Rhine into Germany required a million and a half troops to be trained, supplied and armed, thousands of aircraft to be loaded and painted with invasion stripes, ships’ magazines to be filled and bunkered, landing craft to be crammed with tanks and men, the concrete Mulberry Harbours to be ready and the Pluto oil-pipeline coiled to lay across the channel in days. It was a momentous and huge operation.

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Today the world is a very different place. In his writings on “Breaking the Code of History”, David Murrin has seen how new hegemonic struggles seem to erupt every 112 years of so. This one is bang on time. On one hand we have the alliance of Western Democracies. On the other we have the Axis of autocracy centred around China. Under Putin Russia has become a wartime economy dedicated to the leader’s dream of restoring his version of Russian historical lands. In Iran, the ayatollahs covet dominance across the Muslim world. 

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To avoid war you need to be prepared to fight and win it. Yet, the sad reality is World War 3 is already underway – triggered in Ukraine. Yet many in the West seem in blithe denial of the reality and unaware of historical precedent – appeasement does not work. 

At the end of the Cold War, when the Berlin Wall came down, the UK armed forces numbered 312,000 men. Defence spending was 4.09% of GDP – even after decades of defence cuts. Today the UK’s defence capability is perilously thin. Much of our kit is being canabilised to keep others functional. Our airspace is defended by a few elderly Typhoon fighters. The navy’s anti-submarine capabilities are limited to just three on-call escorts. A single attack sub annoys the Russians. Our aircraft carriers – let’s not go there. The Army has been hollowed out to such an extent its single deployable brigade would struggle after just a few days at a high operation pitch. Our recruitment is a shambolic mess.

Yet, the British Armed forces remain among the most professional in Nato sustained by our martial traditions and the ancestral muscle memory of the unsurpassed British Army of 1918 that ended the trench stalemate and destroyed the German Army. The RAF that won the Battle of Britain. The Royal Navy that won the Battle of the Atlantic, and kept the supply lines to Russia open. The Forgotten 15th Army that fought the largest single battle against the Japanese at Kohima and whipped them – a fact Americans are blithely unaware of. Or the 5 battalions that took on the Argies might and swept them from the Falklands. Past glories are not a guarantee of future victory – but British Armed forces have form.

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Already critical lessons have been picked up from Ukraine. The first we already knew – that lateral-thinking, highly motivated soldiers with the ability to make swift and effective tactical decisions can smash the Soviet mindset, nullifying their command and control on the battlefield – but it has become a World War 1 stalemate costly in terms of leaders and troops. New simple tech, like drones, has changed battlefield economics. UK forces understand the asymmetric nature of modern war and cyber security – but again it's costly. 

What will the UK have to do to win a future war, and hence dissuade Putin and his successors?

David reckons there are a host of factors to be addressed.

  • We need to sort out the political leadership of the West – it’s not about how little or how much we spend on defence, but how well we spend and direct defence. There is precious little awareness of defence on the front benches today. 
  • Trump’s threat to pull the Yanks from Nato must be taken seriously – and Europe become its own defender. 600 million moderately prosperous Europeans vs 140 million poor Russians may not seem a fair fight – but what have they got to lose, and what does it matter to China how much they do? Russia breaking itself in Europe opens the door to China in Siberia.
  • The continued focus on initiative and lateral-thinking at all-ranks levels must be encouraged. The market improvement in Russian fighting capabilities in recent months is easy to explain – they are learning.
  • The UK needs a missile shield – something comparable to Israel - the modern equivalent of Fighter Command in 1939. We need Patriot-type systems, backed by Sky Sabre and investment into new lazer tech.
  • Defence procurement remains a perennial problem. For instance, the RAF is short AWACs radar control – having retired the old ones to save money before the new ones arrived!
  • All three services need to upgrade the lethality of their platforms in terms of enhance air defences. The Royal Navy’s Daring Class destroyers have superb radars, but cost cuts meant they aren’t fitted with state-of-the-art missiles and offensive systems. This needs to be addressed immediately.
  • The Navy’s carriers have proved a bad compromise – fitted without catapults to save money, but only capable of operation the less effective VSTOL F-35 Bs, and not the cheaper F-18s and the new effective drones coming on line. It hasn’t helped that Big Lizzy and The POW are not reliable.
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Now or never

 

 

However, the main issue is Mass. To make clear to Putin that Europe is serious about defence, we need to put boots on the ground, ships on the sea and planes and drones in the air.

  • It’s time to bulk up the navy and refit last generation equipment ahead of new kit being designed – that means recommissioning older frigates, amphibious warfare ships and attack submarines.
  • We need to strengthen the RAF – train more pilots swiftly and give them more and better Typhoons and F-35s (even if Trump might decide to “switch them off”).
  • It’s time to put the UK’s defence industry on a wartime footing – as happened in the race to rearm from 1938 onwards. New equipment and ammunition is critical. The economy would receive a substantial boost if we build new ships using the latest robo-tech. 
  • Take back control of armed services recruitment from Circo (hopeless), and have experienced soldiers, airmen and sailors run the process.
  • Focus on innovating new warfighting paradigm shifts in weapons and tactics to maximise the effectiveness of reconstituted mass.
  • Build a capability for the UK to space launch its own satellites – don’t assume Elon Musk is on our side.
  • Secure vital resources and build stockpiles of strategic materials.

Finally, a renewed focus on defence needs to involve the whole nation. While Rishi Sunak’s half-cocked conscription plan was yet another embarrassment, the need for a National Resilience Plan to ensure the UK can cope with war and its consequences is a whole population exercise. That’s something every Brit should get used to.

Bill Blain & David Murrin

Interview: War Equals Massive Inflation

Dear Arkite,

Watch my latest interview 'War Equals Massive Inflation' on Palisades Gold Radio:

"In this Palisades interview, Tom Bodrovics welcomes back hosts global forecaster David Murrin to delve into the differences between lateral and linear thinking in the context of current world conflicts. Murrin posits that empires cycle through phases of thinking, with laterals leading initially and linears taking control as empires mature. He attributes the current global climate to an unprecedented level of linear thinking due to sophisticated money printing over the past two decades, which has left societies inflexible to dynamic threats.

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Murrin further discusses geopolitical implications, particularly regarding the Houthis' actions in the Red Sea and its significance for American maritime hegemony. He raises concerns about China's involvement and advanced military capabilities, emphasizing the importance of maintaining control over critical sea lanes for wealth and resource extraction.

Murrin believes historical cycles of war could have been avoided with greater awareness and full-spectrum deterrence, aligning with the 112-year contractive cycle that has led to hegemonic conflicts throughout history.

David also shares his views on China's strategic intentions and resource acquisitions, arguing that China is not primarily concerned with wartime resource gathering but rather denying resources to the West. He points to Argentina as an example where Chinese interests were rejected, giving the West a foothold in the region. Murrin suggests Western engagement and political activism are necessary for regime change in countries with autocratic regimes.

He uses numerous price-based systems to understand various markets and sectors, predicting a decline in bond prices and increased inflation for commodities due to excess demand from fiat money. David sees the current situation as a commodity supercycle that affects the entire commodities complex and causes inflation for all physical resources. War contributes to inflation during these cycles. Murrin warns of impending wars, emphasizing the importance of adapting and strong leadership in response to threats."

Watch Now!

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Interview: Western Leadership Blind & Driving World to War

Dear Arkite,

Watch my latest interview on the Geopolitics & Empire podcast:

"David Murrin discusses his system of forecasting global geopolitics and market trends, which takes into account the stages of empire and imperial decline. There is a rhythm and drumbeat to war which has a bigger cycle of 112 years. We're looking at a struggle between maritime (lateral) democratic governance and landpower (hierarchical) autocratic governance. Democracy is weaker than its ever been. America entered the fifth stage of decline with 9/11. Western leadership is blind and driving the world to war, we're over the brink. WWIII started with the invasion of Ukraine, the Middle East is now on fire, and the last piece of the puzzle is when China chooses to go to war. Decline (e.g. USA) means the fracturing of systems and less to go around. We will continue to see de-dollarization, high inflation, and higher oil and gold prices. Bitcoin, blockchains, and crypto are temporary safe havens that will eventually collapse. We shouldn't worry about Davos Man."

https://geopoliticsandempire.com/

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Geopolitics & Empire

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Global Forecaster David Murrin and Catherine Cashmore discuss the escalation toward WW3

Dear Arkite,

Watch my latest interview with Catherine Cashmore, Land Cycle Investor, where we cover WW3, Australia's defence against attack, the commodity cycle, equities and much more:

"Considering recent global events, it couldn’t be a more foreboding time. The volatility of this cycle has been significant. Economically, the stages have played out as expected. We’ve witnessed land prices follow the same repeating pattern, in the same sequence and rhythm, as outlined in Hoyt’s and Wenzlick’s research in the 1930s.

When I mentioned last week that I would be conducting another interview with David Murrin, to discuss the situation in detail, members flooded me with questions. I managed to get through quite a few of them. Most questions from members were focused on how involvement in war would impact Australia. Are we adequately defended? Would young Australians face conscription into the army? There were also the usual concerns regarding safe havens for investment as we approach the peak and beyond.

David has forecast war with China to commence as early as this year – 2024. That’s a terrifying concept. Whilst I do not totally align with all of David’s timings - especially in respect to the peak of the Commodity cycle (noting, however, that the land cycle exhibits three peaks at slightly different times - in stocks, land, and commodity markets.) His analysis is not rash.

David has conducted decades of research that considers both the timing of the land cycle (in this instance, the Kondratieff Wave, or K-Wave – i.e., 3 land cycles. 54-56 years.) and also the longer 112-year Hegemonic War Cycle. As Kondratiev noted, in the upward swing of the wave years of prosperity are more numerous than during the downswing – the stage of his cycle that some refer to as Winter. “Our investigation demonstrates that during the rise of the long waves years of prosperity are more numerous whereas years of depression predominate during the downswing..” (Kondratiev -The Long Waves in Economic Life) This is where we’re heading. The winter years of the K-wave. You need to be prepared. In our interview we delve into the situation in detail. It was conducted late at night Melbourne time, early afternoon UK time. That always makes these discussions, personally, rather challenging – and doesn’t lead to a very restful night’s sleep afterwards!"

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Lord of The Rings Has profound Lessons For Us All Today; Especially Biden

 

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As we outlined in Breaking the Code of History, the rise and fall of civilisations is cyclical. Indeed, the periods of order or social coherence (high anti-entropy) and disorder or dark ages (high entropy) are very much part of the continuum of our human history. As a result, we have created stories and fables that encapsulate heroic narratives against the backdrop of the rises and falls of empire. Stories that are designed to act as lessons we can draw upon in our times of need, as well as templates and warnings. Battlestar Galactica, Star Wars and The Matrix are all examples of this phenomenon.

Dramatic narrative has a habit of uncannily mirroring important world events. JRR Tolkien’s Lord of the Rings is a template for the current, potentially catastrophic, chaos we find ourselves in. Sign up to Murrinations to appreciate this perspective. Lord Of The Rings Has Profound Lessons For Us All Today; Especially Biden and Sunak

Today in Ukraine and Israel: "Open war is upon you whether you would risk it or not."

Can you afford not to know what comes next? Read Iran's War On Israel 9: Over The Brink.

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SIGN UP TO MURRINATIONS TODAY, TO KEEP AHEAD IN THESE DRAMATICALLY CHANGING TIMES! CHOOSE YOUR SUBSCRIPTION | DAVID MURRIN

Our Predictions for What Israel Will Do Next.

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As an Arkite follower of Global Forecaster, there has never been a better time to sign up to Murrinations, to learn what is coming next.

Based on our extensive human behavioural models, both the Battle for Ukraine and the Middle Eastern Regional War, are being driven by a 112 year entropic cycle, as part of the unfolding hegemonic war of autocracy against democracy. A global war that will only intensify into the 2030 peak.

Read our Extensive Analysis and Prediction; Iran's War On Israel 9: Over The Brink

Following the Hamas attack on Israel on 7 October, two days later we warned that it would inevitably escalate into a full-blown Middle Eastern conflict. See Iran's war Against Israel and Escalation Into The New Regional War. Sadly, on the night of 13 April, this prediction came to pass.

Whilst Biden and Co are desperate to encourage Israel to ''take the win'' we argue that to do so would undermine Israels future survival and that of the West. A position driven by Iran's War On Israel 8; Biden's Election Agenda Overrules Israel's Strategic Imperative. Biden's position of appeasement is now being parroted by Sunak,Cameron and other leaders, demonstrating just how weak the West has become in the face of an outright declaration of war by Iran. A position that will not only emboldened Iran, but Russia, China, and North Korea to continue to escalate their levels of expansive aggression.

In this Special Murrination we summarise the available information on the commencement of the opening of hostilities by Iran and our predictions for what Israel will do next.

Can you afford not to know what comes next?

SIGN UP TO MURRINATIONS TODAY, TO KEEP AHEAD IN THESE DRAMATICALLY CHANGING TIMES! CHOOSE YOUR SUBSCRIPTION | DAVID MURRIN

Our World IS Falling Over The Brink

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As an Arkite follower of Global Forecaster, there has never been a better time to sign up to Murrinations, to learn what is coming next.

We warned our subscribers  of the arrival of the Covid Pandemic and the invasion of Ukraine, months before they took place

Similarly on October 9th, two days after the Hamas attack, we warned that it would inevitably escalate into a fully blown Middle eastern conflict. WW3; The New Age of War; Chapter 2: Iran's war Against Israel and Iran's War Against Israel 1; Escalation Into The New Regional War.

Based on our extensive human behavorial models, both the Battle for Ukraine and the Middle Eastern Regional War, are being driven by a 112 year entropic cycle, as part of the unfolding hegemonic war of autocracy against democracy. A global war that will only intensify into the 2030 peak.

So can you afford not to know what comes next and how to protect yourselves and your loved ones?

Sign up to Murrinations today, to keep ahead in these dramatically changing times! CHOOSE YOUR SUBSCRIPTION | David Murrin

The World is on the Brink

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World on the edge

Dear Arkite,

Watch my recent interview The World is on the Brink, It’s Time to Start Paying Attention Apr 6, 2024.

"Today's episode of the Jay Martin Show features special guest, David Murrin - renowned global forecaster, investor, and author. Join Jay and David as they explore the cycles of war, wealth, and power that have historically shaped our world and our wallets. Unpacking the overlooked conflict that could dictate our future, Murrin offers a unique perspective on the battle for Africa, the rise and fall of empires, and the significant impacts these cycles have on the markets for oil, gold, silver, and Bitcoin. With insights grounded in history and driven by his background in physics, Murrin provides a provocative outlook on where we are in these cycles today and what the future may hold for global hegemony. You'll want to stick around until the end."

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Empires on the edge

0:00 Intro

1:23 The Battle for Africa: Why It's the World's Most Overlooked Conflict

6:14 America's Decline: Murrin Predicts the Future

8:05 The Inevitable Clash: Hegemons in Decline vs Rising Powers

13:37 Democracy vs Autocracy: The Eternal Struggle

15:01 The End of Western Empires: Is America the Last?

20:34 Africa's Strategic Importance in Global Conflicts

26:01 World War III: Are We Already In It?"

31:19 The West's Betrayal of Ukraine

36:09 The Economic Time Bomb: China's Strategy Revealed

39:12 The Rise of Individualism: Its Impact on Society and Democracy

44:25 The Necessity of Lateral Thinking in Leadership

48:14 The Return to Community and Faith: A Trend Among Young Families

Watch Now!

Time Is Money Podcast

Dear Arkite,

I recently appeared on the Tid er penger (Time Is Money) podcast which you can listen to now:

"Time is money has had the pleasure of interviewing the multi-talented David Murrin. He has a background as a hedge fund manager and currently does geopolitical analysis full-time. He goes over the state of affairs, his views on the markets and makes very specific predictions."

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Time is money

If you don't speak Norwegian please skip to 4 minutes 30 seconds. Listen Now!

31 March 2024 Why Russia’s glide bomb assault is changing the war in Ukraine (thetimes.co.uk) 17 days after publication of our Murrination The Battle for Ukraine 73; Large Russian Glide Bombs Are Breaking The Stalemate the main line press followed with similar articles. Demonstrating that Murrination’s bring you the news before others understand its unfolding.

Can you afford not to know?

Wisdom from 40 years of investing

Dear Arkite,

I'm very pleased to have the privilege of sharing a website with you from our long-standing client Satish Rai. Here he shares his wisdom from 40 years of investing with lots of helpful tips that will improve your savings and investment strategies. We highly recommend you view his insights:

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Satish Rai

 

Find out more