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.

Land, War, and the End-Of-Cycle Battle for Global Power

Dear Arkite,

Watch my latest interview on Catherine Cathmore's Land Cycle Investor podcast:

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Catherine Cashmore

"David joins me to dissect what happens next in the wake of Trump’s “peace” deal in the Middle East, the grinding war in Ukraine, and the tectonic shifts rippling through the global order.

His insights – as always - are incredibly thought-provoking.

You'll discover....

  • Why the so-called “peace” in Gaza may only be a pause before a wider regional war - and why Iran’s weakened defences could tempt a U.S.–Israel strike.
  • How a conflict in the Gulf could send oil prices soaring, re-igniting 1970s-style inflation across the West.
  • The return of empire thinking - Russia, China, and Iran aligning into an Axis of Autocracy, challenging U.S. hegemony.
  • The next stage of the 108-year war cycle - and why Murrin believes the world is already entering its pre-war phase.
  • Why commodity prices and gold are the market’s early warning system for the next global reset.
  • How the West’s social divisions mirror the “entropy” of empires past - the signal of systemic decline.

But that’s not all!

The conversation soon turns far beyond war.

We revisit David’s provocative thinking on UAPs (Unidentified Aerial Phenomena), the rise of artificial intelligence, and the coming quantum age - where technology, consciousness, and warfare converge.

From AI’s role as the final stock-market bubble to the prospect of sentient machines and quantum-linked minds, this is a journey into the frontiers of evolution itself - where the next great breakthrough, or breakdown, awaits."

Watch Now

The Red Tsunami

 

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casey book

"The world will be won or lost within the next ten years."

Casey Fleming

CEO of BlackOps Partners – National Security, Counterintelligence, and Strategic Risk Advisors

Preorder your book here:  www.theredtsunami.com

 

A Terrible Darkness that we can either all Stand against together or be washed away, divided.

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darkness

 

“The dark factories of China, just like the Orcs and Trolls in Lord of the Rings, are working away with their forges and hammers, and they are doing it now as we sleepwalk into WW3. 

The difference is that In previous wars, there were places in the world that could be safe havens. Lots of people ask me today, ‘Where should I go?’ And I say, ‘you don't get it.

There will be nowhere to go. You either fight, or you're fucked. If we fall under the shadow of what is truly the Dark Chinese Empire, there will be nowhere to hide.

We're looking at whether individuality and democracy are extinguished for hundreds or thousands of years.

We're looking at the future of mankind, our souls, our beings, our beliefs.

We are looking at a wave of great darkness spreading around the globe.

A terrible darkness that we can either all stand against together or be washed away, divided.

Global Forecaster David Murrin, October 2025

 

So Stand Tall and Go Gold

SUBSCRIBE TO - Murrinations Gold

 

Wake Up, Western Democracies — Before It’s Too Late

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wake up

 

So wake up and Go Gold

SUBSCRIBE TO - Murrinations Gold

China, Russia, America and the End of the Western Era

Dear Arkite,

Watch my latest interview on The Market Timing Report:

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The Market Timing Report

Andrew Pancholi — founder of The Market Timing Report and leading cycles analyst — sits down with renowned global forecaster David Murrin to dissect the tectonic shifts shaping our world.

Together, they explore the geopolitical and economic power struggle between China, America, and Russia, the Ukraine conflict and NATO’s response, and how these forces are driving the next great market cycle.

🔍 Key themes discussed:

- China’s long-term strategy and global ambitions
- Russia’s internal fractures and military overreach
- The U.S. response and Western decline
- NATO’s evolving role in global stability
- How cycles and geopolitics intersect to forecast market turning points

💡 Investor, policymaker, or global observer, this interview offers rare insight into the decade ahead — where markets, wars, and empires converge.

Watch Now

The Arkent Fund – A Strategic Haven for Intelligent Capital

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ark

Three years ago, at the request of several of our high-net-worth clients seeking greater control over their assets—and wishing to move away from linear, herd-driven financial management—I created The Arkent Fund. Named after the Ark built to survive the great flood.

The fund was designed as an unleveraged, long-only vehicle focused on key strategic sectors, operating with minimal turnover yet positioned for maximum resilience and return. Its purpose was to preserve and grow wealth through what I anticipated would be a turbulent period in global financial markets.

Two years on, we are pleased to report remarkable performance, demonstrating the strength of our cyclical and strategic investment approach. Our clients, who receive regular market intelligence updates from Global Forecaster, continue to manage their Arkent portfolios independently with the benefit of our strategic guidance.

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returns

If you are a high-net-worth individual with investable assets exceeding £5 million and would like to subscribe or learn more about this approach, please Engage David 

How the CCP is Planning Global Domination - David Murrin’s Shocking Insights

Dear Arkite,

Watch part 2 of my 🇬🇧 British Thought Leaders interview with Lee Hall of NTD:

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China is our deadliest threat

Global strategist David Murrin joins NTD’s Lee Hall to reveal what he believes is the greatest threat to the world: the Chinese Communist Party’s ambition to dominate globally. From naval supremacy to espionage and advanced weaponry, Murrin exposes the CCP’s strategies to undermine Western democracy and freedom. Discover the tactics they’re using, the weapons Western militaries can’t counter, and urgent steps needed to avert a global crisis. Don’t miss this absolutely eye-opening discussion! Subscribe for more geopolitics insights. 🔔

Watch Now

Britain's Looming Crisis: David Murrin on Weak Military, Leadership & Impending Global Conflict

Dear Arkite,

Watch my interview with NTD's Lee Hall 🇬🇧 British Thought Leaders, Part 1:

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British Thought Leaders

Britain's Looming Crisis: David Murrin on Weak Military, Leadership & Impending Global Conflict 🚨 We dive deep into Britain’s political turmoil, the urgent need to bolster defence, the push for affordable energy, and the critical role of strong leadership. 

Watch Now

Part 2 out on Friday!

New Podcast: UK Affairs

Dear Arkite,

Listen now to my latest podcast, The State Of It, where Horatio and I discuss current UK politics:

David argues that Labour’s credibility has been damaged by Angela Rayner’s resignation and Starmer’s handling of it, and that internal Left–Centre tensions are widening. He is scathing about David Lammy’s promotion and predicts Reform UK will overtake Labour well before 2029 due to a looming financial crisis and public disillusionment with both major parties. 

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podcast

He criticises Starmer’s leadership, the Chagos decision, and the choice of Mandelson, and says UK defence is dangerously under-resourced and over-reliant on US enablers. He argues for missile defence and a stronger nuclear triad. Finally, he predicts a UK-led Western debt crisis driven by commodity-led inflation and policy missteps by Rachel Reeves.

Listen Now

Potential Taiwan Invasion/blockade Amber Warning

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T-day

In  Red Peril 43; Chinese Preparation For T-Day Invasion we warned that any snap PLAN exercise around Taiwan could quickly become a real invasion with no warning.

Thus every exercise had to be treated as potential invasion. For those of you that follow our real time prediction strings you will be aware that those conditions have been met.

In addition post the PLAN miliray parade as outlined in Xi’s Axis of Autocracy Moves to the Next Level which was a clear declaration of national intent and power we have warned of an escaltion in Chinese aggression.

Significantly  the recent 10 October event of Taiwan’s National Day could be a key catalyst

Next there is the very aggressive Rare earth embargo.

All these fcators suggests that the probabilitys of an invasion have moved to as high as they have ever been.

Hence our Amber warning.

Below we have produced the Key Platinium Prediction strings linked to our analysis.CHOOSE YOUR SUBSCRIPTION | David Murrin

 

11 October 2025 China’s specialized amphibious assets are on the move,

The barges moving out to sea signals a possible escalation in military readiness. Three Shiuqiao-class landing barges—unique vessels designed to deploy as mobile piers enabling the rapid offloading of heavy equipment, vehicles, and troops onto unimproved beaches—have departed from Yuhuan on China’s eastern coast. Their movement suggests participation in upcoming People’s Liberation Army Navy (PLAN) amphibious exercises, possibly linked to the ongoing major drills in the South China Sea and Taiwan Strait. The Shiuqiao class plays a crucial logistical role in any large-scale landing or blockade operation, effectively bridging the gap between China’s transport fleet and shore operations. Their deployment is a clear indicator of the PLA rehearsing complex invasion logistics, likely aimed at refining capabilities essential for a potential Taiwan invasion.

10 October 2025- new export controls on rare earth elements

In a move that echoes the US oil embargo on Japan in 1941 China announced new export controls on rare earth elements and related technologies on October 9, citing national security concerns. The expanded restrictions—covering mining, processing, and magnet-manufacturing know-how—will require export licences and may deny access to defense and semiconductor users abroad. The move, seen as a form of economic coercion, tightens Beijing’s grip on a critical global supply chain essential for EVs, wind turbines, and advanced weapons. It is expected to drive price spikes, production delays, and intensified Western efforts to diversify supply, while giving China greater leverage in trade and technology negotiations ahead of upcoming U.S.–China talks.

10 October 2025-Taiwan’s National Day,

Officially known as Double Ten Day (雙十節 / Shuangshi Jie), and it stands as one of the most important dates in the Republic of China (ROC) calendar. The day commemorates the Wuchang Uprising of October 10, 1911, which triggered the revolution that overthrew the Qing Dynasty and led to the founding of the Republic of China — the government that later relocated to Taiwan in 1949 following the Chinese Civil War.

In modern Taiwan, Double Ten Day is celebrated with military parades, flag-raising ceremonies, fireworks, and a presidential address, symbolizing the island’s democratic identity and national pride. Politically, it serves as a powerful assertion of Taiwan’s sovereignty and self-governance, an act that Beijing consistently rejects as separatist. Each year, the People’s Republic of China typically responds with heightened military activity or warnings, viewing the holiday as a provocation.

Thus, October 10 is not just a historical commemoration but also is a geopolitical flashpoint, highlighting the sharp contrast between Taiwan’s democratic values and Beijing’s authoritarian ambitions — and reaffirming Taiwan’s determination to maintain its freedom and international identity.

9 October, 2025 –PLAN carrier exercises off Taiwan

From October 10–20, the PLA will conduct major military exercises in the South China Sea, with entry strictly forbidden. The drills are expected to feature both the Shandong and the Fujian aircraft carriers, signaling China’s intent to demonstrate dual-carrier operations. While framed as routine, the scale and location of the exercise carry strategic messaging: it highlights China’s growing naval power, warns off U.S. and allied activity in contested waters, and indirectly pressures Taiwan. For Taipei, the danger lies not in immediate invasion, but in the PLA normalizing large-scale deployments close to Taiwan and rehearsing capabilities—such as carrier air wings, blockade tactics, and integrated strike operations—that could be employed in a future crisis. Note also teh amphibious fleets now based neraby in the Yangtze River Estuary.

High-resolution satellite imagery taken on October 6 depicts a large assemblage of Chinese amphibious assault vessels moored in the Yangtze River Estuary—suggesting elevated operational readiness within the People’s Liberation Army Navy (PLAN). Analysts identified a Type 071 landing platform dock (LPD) and a Type 075 landing helicopter dock (LHD), both key assets in any potential cross-Taiwan Strait invasion. The presence of a Type 076 Yulan-class assault ship—equipped with electromagnetic catapults and possibly undergoing sea trials—signals progressive enhancements in carrier-like capabilities. 

Additional imagery shows three “Shuiqiao” amphibious transport barges docked at Yuhuan Naval Base. These modular barges feature deployable road ramps enabling armored vehicles to disembark directly onto coastal roads—bypassing beach defenses. While these platforms remain limited in number and would require robust air and naval escort to be effective, their deployment underscores China’s focus on refining mechanized amphibious techniques. 

3 October, 2025 — China’s Dongfeng-17 missile deployments a looming threat for Taiwan: 

China’s People’s Liberation Army Rocket Force (PLARF) is reportedly preparing to deploy the DF-17 hypersonic ballistic missile at its Brigade 616 base in Jiangxi Province, approximately 579 kilometers from Taiwan. This development, noted by experts, suggests a strategic shift in China’s missile capabilities, potentially enhancing its ability to target U.S. airbases and naval assets in the Western Pacific, as well as presenting new challenges to Taiwan’s defense posture.

Defense analysts, including Derrek Eveleth from the Center for Naval Analyses, indicate that the DF-17’s deployment could signify a move to bolster China’s anti-access/area denial (A2/AD) capabilities. The missile’s speed and maneuverability may complicate interception efforts (making interception all but impossible once the HGV is released), posing a significant threat to regional security dynamics. Taiwan’s military strategists are closely monitoring these developments, considering adjustments to their defense strategies to counteract the evolving missile threat.