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.

Now Or Never;Global Forecaster UK Strategic Defence Review 2020

Dear Arkite

I am delighted to present my 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. A very High-resolution Pdf GF-20 SDR is available for download.

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 then 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. Playgrounds 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 weakness 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 seeking 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, colleagues ane then sign my Parliamentary petition Now Or Never: This Government is Failing to Secure the Defence of the Realm to express your concern for Britain's security and safety.

To respond to the accelerating threat posed by Russia and China we must deploy a full-spectrum deterrent by 2025. Spending £100bn per year on defence that will stimulate significant economic growth. This is the ‘now or never’ moment for Britain to make our shores secure. We are in the pre-phases of war; cyber threats and the military adventurism of both China and Russia, sleepwalking into the risk of the destruction and/or subjugation of our nation. Our British Democracy has been bequeathed to us by previous generations, who, have fought two World wars for its continuance. If we are to learn from their sacrifices, it is that the only way to avoid war initiated by an aggressive protagonist is to invest in our Armed Forces to create a genuine deterrent

https://petition.parliament.uk/petitions/555863/sponsors/new?token=EQTCQime56kTQEM8U7Yv or https://petition.parliament.uk/petitions

Thank you for your support in this critical national endeavour.

Warmest Regards

David

 

 

The Full Petition Briefing

Now Or Never: This Government Is Failing To Secure The Defence Of The Realm Against The Threat of War.

This Government is failing in its prime responsibility to protect the nation against an impending global conflict despite already being in the pre-phases of war. One only has to look at Russia in the Baltic, along its southern borders and in the Middle East is showing signs of aggression. In another example, China in the Himalayas and its current threat to take over Taiwan. All the while our Government continues to reduce spending on the defence of our Great Britain, whilst we are being targeted!

Our political leaders have almost no collective military experience which has resulted in a weaker Britain. Even today, these same politicians threaten to weaken us further by reducing our national defences. This has resulted in two decades of decreasing our military to the point of ineffectiveness whilst the global geopolitical risk factors have increased. 

The harsh reality is that we are now in an all-out arms race with Russia ($65 Bn) and China ($261 Bn or more based on purchasing parity). In comparison, Britain spends just (2% of GDP i.e.  $48 Bn or £42 Bn) while Australia has just committed $270 Bn over ten years, to rebuilding its entire Navy to protect its shores against the threat from China, and America spends $760 Bn. Even neutral nations like Sweden are urgently increasing defence spending by 40% over the next five years in response to Russian territorial aggression.

So, why are we so ready to spend £100bn plus on HS2 whilst sleepwalking into the risk of the destruction and/or subjugation of our nation? Especially when the intentions of our protagonists have been clearly revealed. Both China and Russia have continued with relentless cyberattacks on Britain to steal our valuable IP whilst also seeking to destabilise our democracy.

China has already clearly demonstrated hostile intent by ignoring international law by building an entire chain of artificial islands to control the South China Sea. This comes alongside the annexation of Hong Kong in violation with its legal agreements with Britain. Additionally, the Chinese Communist Party did all it could to hide the extent of the Pandemic in Wuhan to maximise its spread to the outside world. Simultaneously, China’s treatment of the Uighurs, which compares to that of the Jews by Nazi Germany, is in direct opposition to the values that underpin the free democratic world order. Meanwhile, Russia has used chemical nerve agents inside Britain in violation of protocols mutually agreed in the Cold War. Concerningly, Britain failed to retaliate against Putin which has only increased the risk of a subsequent, more severe, attack.

Our new national reality is that post-Brexit Britain is once more a global maritime nation, placing it directly in the line of Russian and Chinese ambition.   To respond to this accelerating threat, our government desperately needs to shift its mindset from one of cost-cutting to one of a £100bn per year defence budget. It urgently needs to invest in rearmament which will simultaneously stimulate significant economic growth, via an expansion of Britain’s military industrial complex. The financial reality is that for every 1% spent on defence it will grow the national GDP by at least 2% and in all probability, as we expand our global maritime reach, by a much higher multiple as levels of trade consequently increase. Thus, investment in Britain's military-Industrial complex is an excellent way to stimulate national growth in this period of deep economic recession.

Our British democracy is a unique and precious system that has been bequeathed to us by previous generations, who, on two occasions in the last 110 years, have had to fight for its continuance. If we are to learn from their sacrifices, it is that the only way to avoid war initiated by an aggressive protagonist is to invest in our military to create a genuine deterrent so that the risks are simply too high for a belligerent nation to even contemplate attack.

Thus, to secure the defence of the realm, Britain must deploy a full-spectrum deterrent to deter the almost inevitable aggression by 2025. With the lead time to produce new weapon systems counted in years, this is the ‘now or never’ moment for Britain to make our shores secure.

Sign The UK Parliamentary Petition 

https://petition.parliament.uk/

Download from Now Or Never The Global Forecaster UK Strategic Defence Review 2020

Now Or Never

Dear Arkites,

I hope this missive finds you all well and in good spirits despite the challenges that we all face.

With the pandemic taking up the news bandwidth, the geopolitical shifts in the world continue at a great pace almost unnoticed. Especially the resilience of the Chinese economy compared to America’s and the other Western economies. This is closing the economic gap and accelerating arms race.

In my view whilst the challenge of the pandemic is significant, the real impact will be the weakening of Western economies and their ability to then spend on defence and deter a rapidly rising Chinese hegemony, supported by Russian opportunism.

Thus next week I will be publishing my Now Or Never Global Forecaster 2020 Defence review and make it available to the general public, with the hope that it influences the official reviews that comes out in the next month or so.

Before you say Defence? Why should I be interested in Defence?

The answer is simple. Unless the democratic nations of the world build and maintain strong defence capabilities to deter the aggressive dictatorial ambitions of China and Russia, based on my cycle predictions, we will almost inevitably be consumed by a world war within the next 5 to 7 years.

So defence is everyone’s issue.

My review is focussed on the UK but for those living in other countries, the threat scenarios are just the same. This link https://www.davidmurrin.co.uk/article/now-or-never-the-global-forecaster-2020-strategic-defence-review-appendices will send you to the Global Forecaster 2020 Defence Review Appendices which are a summation of the background to those very threats. An excellent preface to my report out next week.

I hope you take the time to read the appendices and then pass them onto your friends and your local and senior MPs, as the evidence that our very democratic way of life is under threat is overwhelming.

With the long lead times on weapon construction, if we do not act now, it will be too late.

So it really is NOW OR NEVER.

With warm regards

David

Financial Market Analysis & Forecasting services

Dear reader,

Recently the website development team and I have carried out a number of updates to the website in regards to my Financial Market Analysis & Forecasting services that I provide. 

The main landing page for this service has been updated to provide a clearer idea of what information you will have access to, should you subscribe. There’s now easy access to sample analysis, the market sectors covered, quarterly appraisals of my forecasts, testimonials, FAQs and the pricing structures for the different packages on offer. 

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financial market services tabs

By reading the quarterly performance appraisals you will have a better idea of my risk allocation methodology as well as how I combine geopolitical predictions using my various models from Breaking The Code of History, with complex market price models, all then integrated into a risk model. All of these real-time predictions have been published on the Global Forecaster site.

Please take a look as now is a crucial time for any asset manager looking to both preserve capital and maximize the significant opportunities in the markets during what I call the phase three dislocation in global financial systems, or what I suspect will become known as the most destructive bear market in a century.

If you have any feedback please click here to help us improve the website for everyone.

Kind regards,

David

 

Webinar: Socialism vs Capitalism

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socialism-vs-capitalism

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

View the webinar here.

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socialism vs capitalism

Feedback

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

Can We Predict The Future Using The Past?

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George Santayana

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 > 

Webinar: Equity Decline!

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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Webinar

Webinar: The Real Crash Is Now!

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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Webinar

Subscriptions Update

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

Listen Now

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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Invest Africa

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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Talking Africa

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.