Arkite Alerts Archive

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S Group webinar, 20 July 2020, discussing socialism vs capitalism for unlocking African potential.

View the webinar here.

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Dear reader,

The website development team and I have carried out lots of updates to the website over the past 6 months, including the addition of subscriptions to Murrinations, Akrent Scenarios and Financial Market Analysis. We're trying to make the site as informative and useful to you across many aspects of your day-to-day and working lives.

Please click here to provide feedback, on a brief questionnaire, in order to help improve the website experience for everyone.

Kind regards,

David

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Thought Leader History Forum

This is a transcript recorded and edited with great flair by Ed Harris, of a talk that I had the privilege to give in September 2019 at the August gathering of the Thought Leader Forum. The event was Chaired by my very capable and good friend Christian James. It was one of the most enjoyable and board reaching speeches that I have ever given, thanks to the engagement and brilliant questions from the gathered members. Hence my desire to share its content with you all.

Introduction

The well-known expression “Build it and they will come” takes on an entirely new meaning. This phrase originally refers to the creation of a compelling gathering place. In the context of the cycle of empires, this could be taken to mean rather that once you build a position of stultified encumbrance, energetic, creative disruptors will come after you and, according to David’s analysis, almost invariably unseat you. You could imagine a brick wall holding out against attackers. The wall may be strong but it is static and cannot hit back and will eventually crumble when persistently and imaginatively attacked. The everyday examples of this are legion - look at what low cost airlines have done to national flag carriers, or what so many service-related technology platforms like Uber or Just Eat have done to traditional players. 

However, we are really looking at something far more serious than the fact that British Airways now looks more like Ryanair (if you are sitting in the back). It is quite something to sit down to a sumptuous meal in the comfort and elegance of the Cavalry and Guards’ Club only to be told that, within five or six years, we could be facing a third World War unleashed by China on the West. It is hard to imagine a much more chilling thought and this may be an extreme scenario, but not an impossible one - and, to make matters worse, we have unwittingly, or at least carelessly, done it to ourselves.

Read the full article for free >

Correction: The webinar The Real Crash Is Now! is tomorrow the 7th May, not the 5th as was stated on the last alert. Find out more here > 

David will be talking about the phase three equity decline that will wipe out equity value, in asset management holdings and pensions funds! A must listen.

This is to be held tomorrow, Thursday 7th May. Speakers are myself and Rob Hersov of Smutby. This is a paid event and costs £50 to register and listen. 

Please WhatsApp “I’m Paying” to +27795804916 to buy your David Murrin Tickets!

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Last Chance To Escape.

You are invited to the latest webinar I'm participating in, to be held next Thursday 5th May. Speakers are myself and Rob Hersov of Smutby. This is a paid event and costs £50 to register and listen.

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Dear Arkite,
 
Firstly, I hope that this email finds you healthy and in a good mindset, despite everything that is going on around us.
 
Secondly, my team and I have worked very hard over the past few months to improve my website and the variety of content I share with you. I’m extremely happy with the progress we have made and your feedback has helped greatly, do keep it coming. In response to some confusion regarding subscriptions and access to content we have built a new subscriptions page. Everyone who registers on the site is a valued member and fellow Arkite. This new page should clarify the different levels of subscription, what you get and the related costs. Do take a look at this page here www.davidmurrin.co.uk/choose-your-subscription
 
I hope you find this new page helpful and I look forward to sharing more news with you again soon.
 
Warmest wishes,
 
David

David has been discussing Coronavirus and its profound effect on global economies and in particular Africa. Hear David's views on how the virus came about, it's current impact and what lies ahead.

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Webinar: Coronavirus and the Challenge for Africa

As the COVID-19 outbreak continues to spread, how will Africa fare? Listen to The Africa Report's Nicholas Norbrook's conversation with David Murrin, global forecaster, Arshad Abba, Canback Consulting, and Vincent Rouget, Control Risks for expert advice from 12th March 2020.

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Coronavirus: The economic and political risks for Africa webinar

The UK’s Overseas Development Institute estimate a $30bn drop in export receipts should oil stay this low for a protracted period.

Spiking bond premiums – and big debt overhangs – are going to make refinancing debt difficult for many African countries.

Healthcare systems, often under-funded and under-staffed, will be tested in the coming months.

You can view all David's webinars and video here.

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Applying the analogy of Noah’s Ark by likening it to the economic shutdown of the Western economies, I note that it has been 41 days since my Murrination of February 22^nd - LESSONS FROM NOAH AND HIS ARK. Since then, it has not stopped raining. The bible told of rains pouring down for forty days and forty nights. After this storm had passed all the land was covered with water and the old world had disappeared. Luckily, this is not the literal case in the real world today.

However, we are suffering from a metaphorical downpour which is still in full swing and make no mistake the waters will continue to rise. In short, the longer the economic shutdown, the less will be left of the old economy. Those that dismissed the warnings of a flood are now on their roofs watching the waters rise. These same people are left with only the hope that the rain will stop and the world will go back to the way it was. However, the majority of the optimistic economic and market projections from the main financial institutions, are nothing more than fairy tales.

The  reality is that  the markets have fallen some 30-38% from their highs of the year. In response, central governments and central banks have done all they can to buttress crumbling economy’s. Meanwhile, asset managers and pension funds are still holding on the fairy tales, that this is the low of a nasty V bottomed move. All they have left is hope and hope is never a good reason to hold on to a position. That hope has been able to be maintained in the corrective price action over the past two weeks, which arrested the rapid decline. However, that correction is now all but over and prices are about to fall again, in what I expect to be a much bigger drop than the first one.

So what should you do to preserve your wealth? - Subscribe to my Murrinations, Arkent Scenarios and Financial Analysis to learn more. Or contact David directly.

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The Importance Of Effective Early Warning and AI

During the  Battle of Britain in 1940, the RAF faced the overwhelming odds of Goering's Luftwaffe. However, Air Chief Marshal of Fighter Command, Hugh Dowding was a unique innovator. Having anticipated the challenge ahead, he had created and put into operation the first integrated air defence system in the world. This was his groundbreaking response to the general belief at the time that the bomber would always reach its target. However, the RAF early warning system worked incredibly well. Even under relentless air attack it was this system that allowed the limited number of RAF fighters to maximise their impact, undoubtedly contributing to victory in the defining Battle of Britain.The parallels to todays Pandemic are striking.

Today's pandemic requires similar thinking and innovation. For example, there is a desperate need to accurately predict patient flows to hospitals seven days in advance allowing them to direct patient flows and manage and prepare emergency resources to maximum effect.

I have been working closely with the Swiss company Calyps and their Chairman Martin Schweighhauser in past weeks, enabling me to witness the accuracy of their predictive models day by day. Their system is AI-based (allowing it to become more accurate with more data). Indeed, if fed granular data it can accurately predict flows in areas and direct the patient flow to nearby hospitals according to their available capacity. In summary, Calyps could significantly reduce deaths in the weeks ahead if implemented without delay. The chart below reflects the type of outputs Calyps generates. CHART: situation and forecast UK - 4 days out; cumulative deaths on +/- 2 April will exceed 3000;

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A Call For Urgent Help

If there are readers who have contact with end-users in any country, such as hospitals, local governments, and central governments, who are keen to find out more please contact David. Additionally, any investors who may help accelerate the roll out, which is now potentially massive, are encouraged to do the same.

In the meantime, a storm is about to wash over Britain as our casualties accelerate most grievously. Our thoughts are with the NHS workers and the courage it takes them to go back into the fight each and every day and  those who are ill and their all their relations.

Old Peoples Homes Becoming Death Traps

Whilst all Western societies naturally seek to protect their vulnerable old aged population, the reality of the situation is deeply disturbing. Old peoples homes concentrate the old. The larger they are the more staff required. If one carer gets infected and then brings in the Virus into the home, it will sweep through the population like wildfire. Then as the number of sick sky rockets, the carers will be exposed to high viral loads and will get sick themselves adding to the NHS burden.

No doubt the NHS and primary hospitals will get priority over protective equipment which makes the carers very brave and compassionate people. Sadly unless the carers live in the home and isolate themselves with the population then infection seems all but inevitable.

There was a comment from government last week that was deeply distasteful, suggesting that the number of deaths from the pandemic would not exceed those that would die in the next year. A grossly misleading and insensitive comment by any standards. Especially as it seems that the deaths in old peoples homes are not added to the hospital statistics. Thus significantly underplaying the overall death numbers.

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