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.

Learning More About Global Forecaster 1

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For those of you who are relatively new to Global Forecaster, I thought it would be interesting to give you a brief overview and perspective of my work over the past two decades and some current views. Curious about the power of AI, I generated these answers with the help of ChatGPT!

Question 1 - Who is David Murrin and what is Global Forecaster?

David Murrin is widely regarded as a significant geopolitical and market forecaster, particularly known for his insights into the rise and fall of empires and the prediction of global conflicts. His work, especially through his book Breaking the Code of History and regular forecasts on his website, has earned him recognition in niche circles for his unique, cyclical analysis of global events. The British global forecaster and author is known for his bold predictions of historical and cyclical analysis of geopolitical, financial, and military trends.

He bases his forecasts on a model of human behaviour and cycles driven by his core Theory of Anti-Entropy in Human Systems, which then manifests in the "The Five Stages of Empire" cycle or, when applied to any human system of any magnitude, the 5 Phase Life Cycle. These cycles then interact with The K wave Cycle. These combined theories draw from historical patterns of rise and decline in global empires and are applied to contemporary geopolitics.

Murrin combines this historical framework with his understanding of markets, economics, and warfare to predict, in the largest degree time frames, the unfolding of major shifts in global power, particularly in relation to Western decline and Eastern (especially Chinese) ascent. The same models working in smaller degree time frames accurately predict the outcome of elections and macro market moves to generate significant alpha returns. Murrin’s focus on understanding patterns from the past to predict future geopolitical and market shifts places him among respected analysts. His influence grows in sectors that value long-term historical cycles and complex geopolitical predictions, which have proven very accurate.

 

Question 2 - What are the strengths of David Murrin’s forecasting?

1. Historical perspective: Murrin’s approach is highly influenced by historical cycles. His view that empires rise and fall in predictable stages allows him to identify trends and emerging dynamics that may be overlooked by conventional analysts focused on short-term factors.

2. Bold visionary predictions: Murrin makes large-scale predictions about global power shifts. He has consistently argued that the West (particularly the US and Europe) is in decline, while nations like China are in an ascendant phase.

3. Impactful comprehensive framework: Murrin is widely respected in the field for his visionary approach to forecasting, especially regarding large, structural geopolitical and economic shifts. His strength lies in identifying macrotrends, particularly concerning the rise and fall of powers, and the cyclical nature of human history. His Five Stages of Empire model is considered innovative and provides a valuable lens through which to view global affairs, making him influential among strategists and analysts looking for long-term trends.

4. Geopolitical focus: Murrin is particularly insightful in analysing geopolitical risks. He often points to under-appreciated threats, such as the potential for conflict between the US and China, or shifts in global energy dynamics, particularly as they relate to resource competition.

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If you wish to understand our ever-more entropic world and the unfolding Regional war in the Middle East, and the regional war In Ukraine. We urgently encourage you to subscribe to Murrinations Gold for the price of a newspaper and see the world without those rose-tinted glasses so you can navigate the rapids ahead.

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Global Forecaster David Murrin interviewed by Catherine Cashmore: WW3, Commodities, UFOs

Dear Arkite,

Watch my latest interview with Catherine Cashmore of Land Cycle Investor:

"David is the author of numerous titles, including Breaking the Code of History, in which he expands on the models of empire and human behaviour that have allowed him to make some incredibly accurate forecasts in recent years.

The conversation started with a synopsis of current events. Global riots, the war between Israel and Hamas (Iran's proxy), and why David doesn’t see himself as a warmonger preaching doom – but rather an optimist showing how we can prevent the downfall of the West.

  • We move onto recent movements in commodity prices. Where will the opportunities be in the new transition to net zero?
  • David gives his excellent insights into the k-wave being an entropic cycle.
  • And we finish with a look to the future - including UFOs! Yes, you read that correctly. David is one of the few forecasters I know of (and the smartest) who has researched recently released information on UFOs and is in the process of incorporating it into his analysis of global events. 

All in all, it was a great interview – and I am sure you’ll find the conversation as fascinating as I did."

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Watch Now

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Expect Escalation of Israels War with Iran In Lebanon

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For those who have been following our Murrinmations on Iran's war against Israel, this should not come as a surprise.

Whilst many are asking what Hezbollah will do after the pager and walkie-talkie detonations

We assess that the probability that the IDF will execute a massive preemptive strike on Hezbollah in Lebonan in the next few days is extremely high.

Mossad must have interdicted the pagers and thus, in all probability, also has tapped into their communications. The fact that the Iranian ambassador to Lebanon was injured suggests that pagers were used for the higher command echelons of Hezbollah. Hence, the loss of high-level intelligence had to be balanced against striking a major blow in a pre-emptive decapitation strike against the Hezbollah command structure that would severely disrupt the command control and communications structure. The follow-on walkie-talkie detonations only confirm that Mossad is executing a brilliant multi-level first-stage strike that is just the beginning of a full-scale war.

The strike's success makes this the ideal time for the IDF to launch a large-scale preemptive strike against the numerous rocket sites that threaten Israel, like the sword of Damocles. Additionally, the US cannot deploy two carrier groups to pin down Iran indefinitely (maximum of two months). Thus we conclude that if the IDF plans to strike Hezbollah with a knockout blow, then it will come over the next few days.

If you wish to stay ahead of the multiple ongoing wars as they escalate, sign up for Murrinations Insights | David Murrin.

 

 

The West Is Under Constant Attack, It's Time To Wake Up!

Dear Arkite,

Watch my latest interview with Jay Martin where I cover global conflicts, WW3, China, the South China Sea, Immigration, Commodities and more.

"In this episode of The Jay Martin Show, Jay sits down with geopolitical strategist and author David Murrin to delve into the complexities of global conflicts and their far-reaching implications. Murrin, known for his insightful analysis and bold predictions, shares his expertise on various pressing issues, offering a sobering look at the current state of world affairs."

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Wars Storms clouds Are Now Over Head

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Dear Arkite,

Britain is in the last phase of   The Most Delusional Election In British History without a single party leader even raising the topic of war in what appears to be blissful ignorance. Such that we have to ask  Can Britain Awake From Its Slumber?

Meanwhile, in America, as explained in Dimensions of American Decline 7, Biden's Weakness is Inviting escalation of its ongoing wars with Russia and now North Korea, and Iran.

Whilst Europe is moving to the Ultra-Right, whose policies potentially support the rise of autocracy.The Western Shift To The Far Right is Epitomised by the New 4th French Revolution

Consequently, we are now warning that the dark angry storm clouds are overhead in the next stage of escalation into a fully blown WW3. A major escalation is now potentially only weeks away. 

Because in every theater of conflict with the Axis of Autocracy, the situation is worsening.

For those who follow our work at a distance, can you afford to ignore and understand our accurate predictions, which will allow you to be more aware and prepared?

Now would be a good time to shift up a gear and subscribe to Murrinations and to take a 3-month trial of our Gold Membership to get up to speed on what is coming down the track.

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Interview from the archive: Fall of American Empire

Dear Arkite,

Here's my interview on CNBC Worldwide Exchange from 2010 discussing my book Breaking The Code of History, the Five Stages of Empire, the Fall of the US Empire and loss of its power to the Next Hegemonic Challenger China:

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Fall of American Empire "The real disaster is not to recognise where America is, to continue to be unconscious over the collapse of its power base and that only accelerates the loss of power… the expansion of the Chinese Navy and aggression in the South China Sea... the rise of the Renminbi currency...” Watch Now!

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Watch Now!

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Forbes Magazine - Names You Need To Know: David Murrin

Dear Arkite,

I thought I'd share this article by Daniel Fisher, senior editor at Forbes Magazine from 2011. It highlights some of my predictions from my book Breaking the Code of History written over 20 years ago:

“I’m not joking!” David Murrin says, staring across a table at the Waldorf-Astoria Hotel as he explains why the U.S. is doomed to economic and military decline. “That is not my attitude at all.”

It’s easy to get confused with Murrin, a geophysicist-turned global macro trader who seems to delight in thinking up ways to profit from the decline of the West. Murrin’s U.K. fund, Emergent Asset Management, has bought tens of thousands of acres of African farmland and made aggressive currency bets against the U.S. dollar, in the belief that the industrialized nations will lose the coming war with China for economic and military supremacy.

Murrin has positioned himself to make money on the decline, but he wants everybody to know he doesn’t like it. He speaks quickly, his ideas flowing out in bursts like the commands of the currency trader he once was. He’s even written a book, “Breaking the Code of History,” which explains how the U.S.-led Western empire is following a well-trod path of imperial overreach and decline.

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Murrin’s grand theory revolves around the global fight over commodities. Murrin’s a believer in the Kondratieff wave, a roughly 25-year cycle in which populations that are growing both in number and in wealth make increasingly aggressive demands on a limited pool of commodities. That drives up the price and ultimately can lead to devastating wars.

Supercycle believers see patterns in world history that others might ignore. World War I? Germany’s fatal miscalculation that it could dominate England in the quest for resources to feed its growing, young population. The revolutions sweeping the Middle East? An assertive new generation trying to seize control of commodities – particularly oil – that are vital to the rest of the world.

In countries like Iran and Egypt, Murrin says, “you’re bulging at the seams and you need more resources.”

Behind it all is China, which is destined to become the world’s most powerful nation if it continues its current trajectory. There’s no sense in fighting this, Murrin says. “It’s relentless,” he says. The Chinese Navy may have one aircraft carrier to the U.S.’s 20, he says, but that balance will eventually flip. The same thing happened to the U.K. after it developed the Dreadnought, a speedy steel battleship that made the Royal Navy’s existing fleet obsolete. An economically superior Germany copied the design and matched the rebuilding U.K. navy ship for ship.

The falling dollar makes things worse, Murrin adds. When the U.S. economy was growing at a 1% real, or after-inflation rate and China was growing at 6%, both economies were reasonably healthy. Now China’s growing at 9% nominal, 4% real, and exporting its 5% inflation rate back to the U.S. to make for real growth of -1%. That’s stagflation, even if the U.S. refuses to admit it.

“As things start to go bad, you begin to fracture and argue,” Murrin says, perhaps describing the pitched civil war in the U.S. between taxpayers and public-sector unions. China, meanwhile, has a centralized government that may ultimately prove less resilient than a democracy, but is just the ticket during an empire’s commodity-grabbing ascent. Think: Bismarck, Caesar.

The seemingly benign revolutions in the Middle East mark the beginning of the end of the U.S. empire, Murrin says. As a British subject, perhaps he’s a little too captivated by the parallels between the collapse of the Mubarek regime in Egypt and Britain’s failed attempt to maintain control of the Suez Canal some 60 years before. Mubarek’s defeat was “an utter catastrophe for the U.S.,” Murrin asserts, eliminating a vital ally and insuring Israel’s encirclement and defeat by the Arab nations.

Murrin sees a way out of this trap, but it isn’t palatable or even realistic for most Americans to consider. First, the U.S. must make peace with the fact that China will ultimately overpower it militarily. So this currency trader-turned global macro manager’s advice is to cooperate with the Chinese and invite them into the “global structures of power.”

Cede power to China? “You need to, or they’ll take it,” Murrin says.

Next: Default on the U.S. debt. As a country in the late stages of empire, the U.S. piled up more external debt than it can possibly repay. The costs imposed on its own citizens would stifle economic activity and hasten the military decline. “America has to choose to default, so it can do it on its own terms,” Murrin says.

That leads back to the trading strategy: Short the dollar. The greenback is already down 20% since Murrin predicted a 50% decline in the pages of Forbes two years ago and he says it’s headed lower, flight-to-safety upturns be damned. “It’s going to be oversold all the way down,” he says, chuckling.

A parallel bet is to go long the Euro. “It’s a piece of crap, as a concept, but it’s the only way to absorb the outflows from the dollar so it will go up.”

This post is part of an ongoing effort to identify the people, places, ideas, products and companies that are poised to become central to the global conversation over the next six to nine months. Click here to nominate your own “name.” The best will be featured in an upcoming issue of Forbes magazine.

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Daniel Fisher

Daniel Fisher is a senior editor at Forbes, covering legal affairs, corporate finance, macroeconomics and the occasional sailing story.

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Interview: David Murrin on the Kondratiev cycle, physics, Buddhism and World War Three

Dear Arkite,

Here's my latest podcast interview with Buddhist podcaster Mahabodhi including discussions on my book Breaking the Code of History, my Five Stages of Empire theory, Kondratiev Waves, China's rise and WW3:

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In today's episode Buddhist podcaster Mahabodhi interviews David Murrin global forecaster, investment advisor and author. In 2010 David published Breaking the Code of History, building on the work of the Russian economist Nikolai Kondratiev.

Kondratiev noticed how capitalist economies experienced long-term economic cycles in agricultural commodity and copper prices, lasting about 54-56 years, later termed Kondratiev or long waves. Such cycles, indicated by periods of evolution and self-correction, were brought about by technological innovation that results in a long period of prosperity. Economists have identified the following Kondratiev Waves and their associated technological advances.

1. The first coincided with the invention of the steam engine, which particularly benefitted Great Britain and its advance to empire and ran from 1780 to 1830.
2. The second cycle arose because of the steel industry and the spread of railroads that ran from 1830 to 1880.
3. The third cycle, which ran from 1880 to 1930, resulted from electrification and innovation in the chemical industry, which benefitted the German Empire.
4. The fourth cycle was fueled by autos and petrochemicals and lasted from 1930 to 1970.
5. The fifth cycle was based on advanced manufacturing and information technology and began in 1970 and ran through the present and flows into quantum computing and AI, benefiting China. 

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Kondratiev's views were anathema to Josef Stalin, because they suggested that capitalist nations were not on an inevitable path to destruction; he ended up in the Gulag in Siberia and was shot by a firing squad in 1938. (https://www.investopedia.com/terms/k/...)

David trained as a physicist then worked in Wall Street. After 9/11 he developed the theory that every empire passes through five stages, that certain types of war correlate with those stages, and that major wars usually manifest just before peaks in the Kondratiev cycle. As a result he thinks, unfortunately, that we are already in World War Three and he offers how we might best respond to the fact.

Watch Now!

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Are We At War?

Dear Arkite,

Here's my talk on Gargour's Global Gaze running you through how we got to where we are now, the reasons behind the current state of play and what's next:

Guest speaker David Murrin, on Gargour's Global Gaze, discusses political and economic events in 'Are We At War?". Forecasts for Gold, Bitcoin, Stocks, Bonds and a deep dive on China and the upcoming conflict in the Middle East.

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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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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