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.

Investing through the fog of war, with David Murrin

Dear Arkite,

My latest interview for Southbank Investment Research is now available to watch:

"Acclaimed economic and geopolitical forecaster David Murrin returns to the Southbank studios for a second interview with Boaz Shoshan (Southbank Investment Research) - this time focusing on Russia's invasion of Ukraine.

In this in-depth discussion, David details the path that led to Russia's invasion and what motivated Putin's greatest gamble yet, before examining the consequences for investors and the world. 

From picking defense stocks as investors rediscover the grim art of warfare to investing in agriculture as food-security becomes paramount, the pair explore the lessons learned from past conflicts which investors would do well to remember. And as the "macro-war" on Russia's economy and currency creates a new paradigm of financial conflict, David speculates how Russia might strike back - with gold...

We hope you find this masterclass through the world of geopolitics and finance insightful. Don't miss the rapid-fire market roundup at 1:24:27 where David gives his one-year outlook for gold, oil, sterling, the FTSE, and more! 

David Murrin's uncannily successful predictions about the future have been informed by a unique career - from the jungle of Papua New Guinea to the trading floors of Wall Street.

Using a combination of economic cycles, military history, and human behaviour, David has created a model for the rise and fall of empires, which he incorporates into his investment analysis."

Watch Now

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southbank interview

 

 


 

Murrinations Insights

missile

Read my latest insights:

Hypersonic Missiles And The Hegemonic Arms Race

The K Wave Cycle Crisis: Food Security

The New Age Of War

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

bomb blast

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Future-Proofing Your Business - Keynote Session

Dear Arkite,

My latest keynote speech for Owen James - Future-Proofing Your Business - A Meeting of Minds is available to watch:

Future-proofing your business at a time of historic geopolitical uncertainty with David Murrin, Global Forecaster. Topics covered are empire cycles, the Wuhan virus, the US debt mountain, commodities, Putin, the speed of change between economic blocks, linear and lateral thinking and more...

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keynote

 

 

 

 


 

Murrinations Insights

Johnson

Read my latest insights:

Brexit, Ukraine, Well Done Johnson And The Road To WW3

The Battle For Ukraine 7: How Russia Could Negate The NLAW Revolution

The Battle For Ukraine 6: Anticipated Russian Combat Adaptations In An Attritional War

The Battle For Ukraine 5: The Impact Of Russia’s State Of Legacy On The Empire Cycle

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

putin

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Interview: Foundation for the Study of Cycles (FSC) Development Director Ron William

Dear Arkite,

My latest interview is available to watch:

"Foundation for the Study of Cycles (FSC) Development Director Ron William recently had the pleasure of interviewing David Murrin, a polymath known for his blog in Murrinations. His career has focussed on recurring patterns of history and using them to try and predict the future for markets and society in turbulent times. In his 2009 book Breaking The Code of History, he predicted that the next great viral epidemic would originate in China and that it is almost “impossible for people to compute the magnitude of the disaster we are about to experience.” David’s advisory and speaking work today is based on his direct investment experience combined with a framework that can be used to explain and qualify decisions within an investment team, aid risk assessment, and reduce biases in collective investment decisions."

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interview

 

 


 

Murrinations Insights

sub

Read my latest insights:

A Cuba V2 Moment Is Close At Hand

Global Britain: Time To Shift To A Wartime Economy

Rishi Sunak – Wartime Chancellor Or Boy Scout?

The Battle For Ukraine 2: Putin Is Winning His War

sunak

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Podcast: Britain's Response To The Russo-Ukrainian War

Dear Arkite,

The latest The State Of It podcast is available to listen to:

Britain's Response To The Russo-Ukrainian War And The Changing Nature Of Tank Warfare: The Russo-Ukrainian War Part 4

Winston and I discuss the European response to the war with a special focus on the British response in the aftermath of Brexit. We move on to discuss recent developments in Ukraine as well as the nature of tank warfare on the modern battlefield.

 

If you enjoy the podcast please leave a review on iTunes or the platform of your choice to help us get the message out, thank you.

 

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podcast

All my podcasts are available for free on my website or wherever you normally get your podcasts from.

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listen

 


 

Murrinations Insights

leaders

Read my latest insights:

Global Britain: Time To Shift To A Wartime Economy

Rishi Sunak – Wartime Chancellor Or Boy Scout?

The Battle For Ukraine 2: Putin Is Winning His War

putin

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Podcast: Consciousness or Catastrophe with David Murrin

Dear Arkite,

My latest podcast is available to listen to:

"In this episode I speak with global forecaster David Murrin, who shares geopolitical global forecasts. We discuss the state of the world, global conflict and the difference between linear and lateral thinking in the times we are in."

To subscribe to the BAREFOOT MEDIATOR PODCAST series – please visit JaneGunn.co.uk/podcasts

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podcast

All my podcasts are available for free on my website or wherever you normally get your podcasts from.

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listen

 


 

Murrinations Insights

leaders

Read my latest insights:

Global Britain: Time To Shift To A Wartime Economy

Rishi Sunak – Wartime Chancellor Or Boy Scout?

The Battle For Ukraine 2: Putin Is Winning His War

putin

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Putin Apeasement Will Only Lead to WW3

KHODORKOVSKY WARNS THAT APPEASING PUTIN WILL MAKE HIM MORE AGGRESSIVE

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Beth

Khodorkovsky has known Putin for 20 years and was imprisoned by him. His insight into Putin’s mindset is definitive, as he clearly states that only strength will back Putin down and that the western appeasement will only encourage him to further acts of aggression. Please watch this clip below,  and run it forward until you see the interview start. His views expressed in an interview with Beth Rigby, precisely coincide with the views expressed in our Murrination sent out 10 days ago, supporting our view that appeasing Putin will only exacerbate the situation and guarantee the road to WW3.  https://news.sky.com/video/beth-rigby-interviews-gary-neville-12568866

 

TIME FOR NATO TO INTERVENE IN THE BATTLE FOR UKRAINE

Submitted by David Murrin on Mon, 07/03/2022 - 09:00

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F22s

The response of America and NATO to the recent attack on the Zaporizhzhia nuclear power plant has revealed the true dynamic behind Western thinking over Ukraine. Our working assumption is that a local Russian Commander decided to lob a few well-aimed shots at a target some 1,500 metres from the rectors (well away from the CEP of modern artillery) to win the facility with minimum loss of Russian life. The response from NATO leaders of concern and outrage shows that their fear of a super Chernobyl that would impact the whole of Europe galvanised them into a whole new level of action, as the US declared that NATO was ready for conflict. In short, if they felt threatened, NATO would act.

When US intelligence services announced that an invasion of Ukraine was a certainty, Biden was very quick to say that NATO would not intervene for fear of creating a wider and potentially nuclear war across Europe and America. In so doing, Putin was given total freedom to do as he pleased by invading, with the only impediment being the resistance of the Ukrainian population. This irresponsible statement at a stroke removed any strategic ambiguity that might have held Putin in check, by creating doubt in his mind. However, it can be forgiven because at that stage, whilst we might have been suspicious of Putin's motives, the scale of his ambition and ruthlessness had not been fully revealed. 

However, the resistance and bravery of the Ukrainian people has exposed Putin's utterly evil nature and desire to wage a war on NATO itself, and shown that Ukraine is but a stepping stone to Finland and the NATO Baltic states. With this new information, a NATO war with Putin is now inevitable - it's just a matter of when and where he chooses. With this in mind, it's time to revaluate NATO’s Ukraine strategy, replacing the current peacetime linear thinking of Western leadership with lateral strategic thinking to get ahead of Putin’s plan of attack on NATO.

 

What Has Changed Since The Invasion?

  1. Putin's 15 years of preparations to destroy NATO and the EU are now very clear, as we detailed in Understanding Putin’s War Strategy Against NATO. Putin sees himself as a cross between Peter The Great and Catherine The Great, determined to build a new Empire of Russia funded by his growing commodity wealth. Such a persona for the West is best incarnated by Hitler, whose playbook Putin is now following very closely. The invasion of Ukraine can leave NATO’s leaders in no doubt that Ukraine will be followed by an attack on Finland and NATO in the Baltic states. Furthermore, as Putin is a strategic thinker he will have planned other avenues of attack yet to be revealed. Most concerning of all, we must recognise that so far NATO has been responding to Putin's game plan, and thus has failed to get ahead of his decision curve. A very dangerous condition in warfare.
     
  2. Putin is at war with NATO, just as Germany was at war with America as it supplied Britain across the Atlantic before Pearl Harbour in 1942. Putin recognises this reality as it is the UK’s defensive aide in the form of 2000 NLAWs that have been killing his armoured vehicles and soldiers, whilst the UK's economic sanctions have taken his money and that of his central bank. Indeed, Putin has said on television that Russia is at war with the West. This is not just rhetoric but a reality. So, NATO needs to move to a war footing before it is surprised by other avenues of attack.
     
  3. Putin is not insane, rather he is highly logical in his actions when they are viewed through the lens of a psychopathic dictator on an expansive campaign of battle. We must assume that Putin has learned from how the world viewed Trump's irrational behaviour and has emulated his persona to seed doubt in NATO leaders with his nuclear threats. Such threats have paralysed the West and cowed it into submission.
     
  4. Sanctions will not stop Putin. Although the weight of sanctions may be unprecedented and severe, Russians are tough people and Putin's strategic relationship with China, selling them all the resources they need, will sustain his economy through the ongoing war.
     
  5. Putin will not be assassinated, dashing the only hope the West has of ending the war in Ukraine. It was also the great hope of the West with Hitler in 1939/40, but he too was not assassinated. In Operation Valkyrie, the bomb plot to kill Hitler on 20th July 1944, Claus von Stauffenberg delivered a suitcase bomb to Hitler at the Wolf's Lair but failed because the bomb was placed on the wrong side of the concrete table support, protecting Hitler from the blast. The subsequent reprisals killed all and every German officer that had or might have anti-Hitler tendencies. Thus, even as the war was being lost in 1945 and Germany decimated, there was no further attempt to kill him. Similarly, the Navalny revolution last year would have had the same effect for any Putin followers. This dynamic coupled with Putin’s isolation regime established during COVID makes the chance that Putin will be assassinated even as the war with NATO intensifies, in our opinion, minimal.
     
  6. Russia is now under effective martial law and Putin is mobilising his people and the economy for total war, just as the Nazis once did to Germany. The ongoing war in Ukraine, propaganda and casualties will only harden Russia's resolve.
     
  7. Ukraine’s resistance has surprised everyone and exposed Putin for the monster that he is; a monster that is a war criminal. But the West forgets that it will have to win a war to prosecute him. In the meantime, Putin will keep visiting destruction, seeking to destroy the democracies of Europe. Ukraine's courage is an inspiration to NATO, but to stand back and watch them being eradicated and to then still have to go to war over the Baltic states would be disastrous. Britain once found itself in a similar position, alone against Germany in 1940 and expected to fall by America who would not help. Then came victory at the the Battle of Britain and the perception change, that Britain was worth backing. Today, Ukraine has earned that same right from NATO.
     
  8. Russia’s weakness is its terrible demographics; indeed they are the worst in the world. As per Five Stages of Empire, Russia is actually in terminal decline and only supported by its wealth from the K wave, making it vulnerable to the high casualty rates of a sustained ground war. This would also explain the underlying poor morale and, unlike China, Russia is not an expansive human system but rather one in contraction, and wars of expansion are hard to sustain when a human system is in terminal decline. In addition, there is a clear demographic split between the under 40s, who are pro-freedom and democracy, and the over 40s who are more likely to support Putin's ambitions and be taken in by his propaganda. This suggests the potential for a major internal split within the Russian forces along the age group divide which should be exploited with PSYOPS (psychological operations).
     
  9. China cannot allow Putin to fall because they will lose their access to strategic resources that travel across land (avoiding navel blockade by the US Navy) and cannot afford to see Putin replaced with a pro-Western leader that would then break their alliance and see them surrounded and isolated.
     
  10. Commodities are beating the drums of war. The expanding energy and food supply shock that is now accelerating will only drive Chinese aggression to secure its resource chains and shorten the timeline for action, as driven by the K wave as it moves into its 2025 excessive price spike, bringing the onset of WW3 forward. (The Drumbeat of the Commodity Cycle: The Russian Revolution Part 1)
     
  11. The high risk of a two-front war. China's systematic rise to military power to match America's and Biden's clear weakness, coupled with a Putin victory in Ukraine, has made China’s impending attack on Taiwan and South Korea inevitable. Conversely, a Russian defeat might delay it beyond 2022. The quicker Russia is defeated, the shorter the risk window of Chinese aggression this year.
     
  12. Nuclear blackmail. We have seen first-hand that Putin is a man who has always followed through with his threats. So we must take him very seriously when he threatens nuclear attacks. Before the onset of the war, Putin conducted premeditated nuclear launch exercises on land and sea, to demonstrate his capability. He then warned NATO that any interference would result in consequences the like of which you have never seen, and then followed it up by raising the Russian strategic nuclear alert status. Only yesterday, he warned that if NATO enacted a no-fly zone it would be an act of war, and implied that Russia would initiate a major nuclear exchange. In so doing, Putin was exercising his strategic doctrine of nuclear de-escalation, which played on Western weakness and nuclear appeasement, and which consequently has given his huge conventional army free rein in Ukraine. This is not a one-off policy but one Putin will keep using in the future attacks on Finland and NATO nations. The implication is that NATO will have to face Putin’s nuclear policy down sooner or later and overcome its current policy of nuclear appeasement. By implication, this means returning to a clear first use policy that was implied in the Cold War to defend Europe against the huge tank armies of the USSR. Furthermore, it should be made clear that Putin's location is known at all times to Western intelligence and any nuclear attack would be responded to by hitting his location with a super-accurate strike. In that process, NATO and the whole world will have to face down Putin’s nuclear threat. However, it is our assessment that although such an action will take the world to the danger zone of the Cuban Missile Crisis, Putin is a bully who if faced with determined intention and force, with assurance that he and his family would die first in a retaliatory strike, whilst being provided with off ramps, would back off and return to Russian borders.
     
  13. Using NATO’s air power to repel the invasion. NATO's land power might not be strong enough to push back the Russian army if it attacks the NATO wall, as we have very stupidly dispensed with our large, armoured formations in the past decade, and reinforcement of armoured divisions from the US would take three to four months. Thus, using our air power to break Putin over Ukraine would enact a forward defence and avert a future worse situation within NATO territory. The stagnation of the massive Russian column to the north and landing forces off Odessa, due to logistical constrictions, mud on the roads, blown bridges and aggressive Ukrainian actions, makes this the ideal moment for intervention as the Russian forces are now highly vulnerable to an air assault. NATO air power could swiftly be deployed to gain total air superiority over Ukraine, with a warning that any missile launched from Russia would involve a direct response using anti-radiation missiles, but the Russian border would otherwise be respected. NATO’s F22s (image above) and F35s would make short work of Russian air forces to gain air superiority and then the destruction of Russian armoured forces on the ground would be both assured and take only a short time, leaving Putin humiliated.
     
  14. Public opinion and the moral perspective. Today, we are shamed in the West by what is going on in Ukraine and yet we have done nothing, for fear that we might be attacked with nuclear weapons. However, even if Ukraine falls we will inevitably have to face the same threats from Putin when he next attacks the Baltic states. So nuclear appeasement now or at any time will not save us. Inevitably, as the loss of life in Ukraine escalates, public opinion in the West will become increasingly loud.
     
  15. Appeasing a bully only defers the moment of conflict, which then usually comes at a moment of their choosing. So NATO must act now and repulse the invasion of Ukraine and confront Putin and face down his nuclear threats. NATO has that power and capability through its air forces. We must now re-learn the hard lesson that peace is maintained through military power when faced with a hostile power with destructive and domineering intent, AKA Putin and Xi.

What Should The West Do Now?

  1. Move with urgency before Ukraine falls.
  2. NATO, and especially America, needs to recognise it is at war with Russia and will soon be with China.
  3. Remove all linear thinkers from political and military leadership as soon as possible.
  4. America needs to recognise that a Chinese attack on Taiwan and South Korea is imminent and seek to exert maximum military deterrence to prevent China's actions to isolate Russia. For America, now is the time to demonstrate any secret weapons that have been made by the skunkworks and which are operational to deter China.
  5. Mobilise all its forces and reserves.
  6. Integrate Finland and Sweden into NATO ASAP.
  7. Initiate an emergency US, UK and NATO defence spending programme (as per Now Or Never), including an emergency ship-building programme using automated digital shipyards in the UK and across NATO as below.
  8. Initiate a civil defence programme and national resource strategies.
  9. Create a strategy of facing down Putin's nuclear threats, with an equal level of Western intention, i.e. from the UK and France, as Biden will never be credible.
  10. Give Putin six hours' notice that the NATO air forces will attack his forces in Ukraine unless he leaves peacefully, and make it very clear that Russia's borders will be respected.
  11. Once Russia is repulsed, offer Ukraine NATO and EU membership, and make known the offer to Russia of full integration into the EU if they change their leadership and embrace democracy.

 

Articles Post Publication

31 May 2023 President Macron tells Eastern Europe he should have listened on Russian aggression in a rare political admission of a major mistake as Emmanuel Macron insisted Russia had lost all legitimacy and Ukraine won’t be conquered in a speech at Globsec security think tank. Emmanuel Macron admitted to Eastern European nations he should have listened to their calls to take the threat from Russia on Ukraine more seriously, saying: “We lost an opportunity to listen to you”. “We must be clear: A ceasefire is not enough, we will recreate a frozen conflict that will be another war for tomorrow,” he said. “That is why I’m in favour, and this will be the subject of collective talks in the following weeks... to offer tangible and credible security guarantees to Ukraine,” he added.

18 June 2022 Vladimir Putin’s veiled threat to ex-Soviet states: ‘You’re part of historic Russia’ The clear evidence that Putin’s ambitions to recreate the USSR always have been very much alive, meaning that unless Putin is topped in Ukraine the conflict will inevitably spread.

 

Please spread the word about Now Or Never as it is the blueprint that Britain and the EU must execute if we are to survive.

 

NON

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Podcast: The James Delingpole Podcast

Dear Arkite,

My latest podcast is available to listen to:

"David Murrin is a global forecaster. He talks to James in this episode about democracy, physics, the market, linear vs lateral thought processes and a lot more besides…"

James Delingpole is an English writer, journalist, and columnist who has written for a number of publications, including the Daily Mail, Daily Express, The Times, The Daily Telegraph, and The Spectator.

If you enjoy the podcast please leave a review on iTunes or the platform of your choice to help us get the message out, thank you.

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podcast

 

 

All my podcasts are available for free on my website or wherever you normally get your podcasts from.

Image
listen

 

 

 


 

Murrinations Insights

leaders

Read my latest insights:

Biden’s Nuclear Appeasement Must End Before Putin Uses Chemical Weapons

Ending Nuclear Appeasement To Save Ukraine And The West

Boris Johnson Has Failed To Defend The Realm

Boris

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Boris Johnson Has Failed To Defend The Realm – But Now Must Act

 

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Boris and Now Or Never

The purpose of this Arkite Alert is to galvanise Boris Johnson via political pressure to the clear and present danger to Britain and his responsibility for this situation, such that he initiates an emergency rearmament programme, as outlined in Now Or Never.

Please send this on to all and everyone.

 

Boris Johnson Has Failed To Defend The Realm

Boris Johnson has failed in his primary obligation to defend the realm of Great Britain. We make this accusation knowing that he was warned of the threats in our Now Or Never Defence Review of 2020. However, the mistake has been compounded by failing to instantly, on the day of the Ukraine invasion, enact an emergency wartime spending programme of 5% on defence. This was made worse by waiting to make any announcement until the autumn budget in March, unlike Germany that moved swiftly in recognition of the clear and present danger. Johnson's failures have been severely compounded with the evidence that WW3 started with the invasion of Ukraine (Has WW3 Started With The Battle For Ukraine?).

The Case Against Johnson

Global Forecaster has been warning that following the March 2020 low in oil and other commodities, not only would commodity inflation become uncontrollable, but it would trigger WW3 with Russia and China, as the drumbeat of the commodity cycle beat its tune to war. It was a warning that dated back to the genesis of Breaking the Code of History. We were so concerned that, after the 2015 defence review that dismembered the British armed forces, we wrote our Global Forecaster version A New Model For Britain’s Defence Forces explaining what we believed should have been implemented and passed it through the Cameron Government without any response.

Five years on and the security situation for Britain had worsened immeasurably due to the rearmament programme of China and Russia and their hostile intent was manifest. Our assessment that the Wuhan pandemic originated from a PLAN weapons laboratory only deepened that assessment. Thus, in autumn 2020, we published Now Or Never, the Global Strategic Defence Review 2020. It was designed to influence Johnson’s Government to wake up to the perilous situation Britain was now in from Russia and China, and to argue for an emergency defence spending increase to 5% in a last-ditch now or never moment, to save Britain from being engulfed in WW3. Through our many channels, we were successful in getting copies into the senior decision-makers in:

  1. The MOD – heightening that our military capability was all but ineffective in all aspects of war and that we need new and rapid innovations to have any basis of deterrence
  2. The Treasury  that investment in a large Royal Navy commensurate with a rising global maritime power was not a cost but that it would return up to 9X the investment in an increase to GDP brought about by increased trade relationships
  3. No. 10 and Boris Johnson – making the stark warning that if he failed to increase defence spending he would be failing in his primary responsibility to defend the realm.

None of these government departments made contact with Global Forecaster. Then, out of the blue on 19 November 2020, the PM made the statement to the House on the Integrated Review that recommitted the Conservatives to defence. In his speech he used numerous phrases and concepts that were not prevalent in the public domain but were in the Now Or Never report. There could be no doubt that Now Or Never had catalysed the PM into action.

However, when the review was announced in 2021, it was a total disaster. Bombast words that covered up the destruction of Britain's ability to defend itself signalled to our enemies, Putin and Xi, that as a leading NATO military power, Britain had continued to make itself helpless. Aggression and war are the inevitable consequence.

In a further desperate attempt to wake up our sleeping UK and Western governments, we wrote Red Lightning: How The West Lost WW3 in 2025. When NATO pulled out of Afghanistan, we further warned that the crystallised failed pilot war (defined in our The Theory of Warfare) would beget conflict with Russia and China within 12 months. Then, to add insult to injury, only four months ago, in November 2021, in front of the Defence Select Committee Boris Johnson had the temerity to say it is Now Or Never for the UK armed forces, using the title of our review, but at the same time claiming the very opposite that the age of big tank battles in Europe was passed. This is a risk we had specifically highlighted if we removed our armoured division from our line of battle (Now or never Boris quote Government urged to increase defense spending in wake of Ukraine invasion).

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SDR

 

Johnson Ignored The Prophetic Warning Of Now Or Never (taken from the back cover)
I am delighted to present my Now or Never: Global Forecaster UK Strategic Defence Review 2020, which I sincerely hope will inform you of the clear and present threats Britain faces and stimulate action to secure our island home from attack, whilst simultaneously stimulating our depressed economy to new and significant growth. In a world consumed by the pandemic and its self-imposed economic impact, you might wonder why defence is such a critical issue. Whilst struggling to optimise our response to the pandemic, we risk being distracted from a much greater existential threat to our nation.

We have all experienced or observed the behaviour of bullies, aggressive opportunists who seek to intimidate with words and jibes that diminish and control, much like we see in a playground. These bullies may also choose to escalate their hold by suggesting or using physical violence. Most importantly, all bullies are predators and as such will exploit any weakness, but avoid the strong, who might defend themselves and inflict harm upon them in return. In the geopolitical world, words and jibes equate to cyber-attacks, manipulation of social media, and physical intimidation and attacks to open warfare. Playground gangs are very similar to defence and security alliances.

Putin is a classic bully. Russia is not overtly expansive, due to its negative demographics, but Putin is aggressive and opportunistic. As such, British and Western weaknesses will be punished at a moment of friction, unless we raise our awareness and strengthen our defences. China, however, is a super-bully: strong, fast, increasingly powerful and until now, patient, who will take on even the strongest nations in time, to seek total global domination. Only maximised national strength coupled with strong alliances will be able to stand up to this ‘super-bully’. Thus, Britain faces a critical moment of decision. A now or never moment.

In response to this clear threat, I hope that you will join my call to arms by taking the time to read this report and commend it to your friends and colleagues.

 

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Trenches

A reminder that the nature of humanity and thus war has not changed. Trenches on the Western Front in WW1 and in Ukraine today east of the City of Ternopil.

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Now Or Never

Interview: Doomsday Bubble Popping Means Metals Will Soar

Dear Arkite,

My latest interview on Palisades Gold Radio is available to watch:

"Tom welcomes David Murrin to the show. David discusses his five model of empire and how he was able to predict that Russia would invade Ukraine. Western governments have pushed all the adaptive people. The United States is now in the fifth stage of decline. We live in a watershed time of transition of power and we're in a Kondratieff winter. Nation-states fight over resources and these are the main drivers of past wars.

David discusses the cycles that drove the cold war and the inflation during the 70s. Excessive money printing and a reduction in productivity are creating this decline. Structures are weakening in the West and our leadership is lacking. A series of disastrous Presidents have only exacerbated the problems. This decade is going to see a huge shift in commodity markets.

Putin is not a mad man. Anyone that believes this is failing to understand him. There is nothing illogical about the man. Putin doesn't play poker he follows thru on his statements."

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interview

 

 

All my interviews and podcasts are available for free on my website or wherever you normally get your podcasts from.

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listen

 

 

 


 

Murrinations Insights

scales

Read my latest insights:

The West Is In An Economic War With Putin That It Cannot Win

Time For NATO To Intervene In The Battle For Ukraine

Understanding Putin’s War Strategy Against NATO

China’s Moment Of Aggression Against Taiwan Is Close At Hand

Putin

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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

Podcast: The Inside View on Russia, It's Future and War Crimes: The Russo-Ukrainian War Part 3

Dear Arkite,

My latest podcast is available to listen to. Winston and I are joined in this episode by Billy Franklin, an undergraduate student studying History and Russian who has very recently returned to the UK as a result of the Russo-Ukrainian War. He talks us through his views on the Russian population in this crisis, his experience with them and state control. I build on this and discuss what is in store for Russia in the future and what it will take to stop war crimes being perpetrated.

If you enjoy the podcast please leave a review on iTunes or the platform of your choice to help us get the message out, thank you.

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Ukraine war part 3 podcast

 

 

 

All my podcasts are available for free on my website or wherever you normally get your podcasts from.

Image
listen

 


 

Murrinations Insights

f22

Read my latest insights:

Time For NATO To Intervene In The Battle For Ukraine

Understanding Putin’s War Strategy Against NATO

China’s Moment Of Aggression Against Taiwan Is Close At Hand

taiwan

Subscribe now for immediate access to all my posts! I now offer a 1 month trial costing £50, giving you instant access to my latest insights.

Read the newspapers for yesterday's news or read my Murrinations Insights for future trends and strategies.

Feedback:

“I have worked through your well-written and disturbing book “Breaking the Code of History”. I am in broad agreement with what you have written and think the book makes a great contribution towards understanding the past and the present better, thus laying a sound foundation for preparing for the future.”
Former President FW de Klerk

"David Murrin dazzles us with the scope of his learning, the depths of his experience and the vigour of his enthusiasms; all are lit with the gleam of his focus. His book is closely and tirelessly argued and superbly and relevantly illustrated, whilst his analysis is lucid and vivid. Murrin warns of the dangers ahead if the human race fails to deal with the consequences of our systematic self-destructive behaviour. This is a book that each of us should read and learn from."
Rear Admiral Richard Cobbold Director of the Royal United Services Institute (RUSI)

Wishing you all stay well.

Warmest Wishes

David

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