Arkite Alerts Archive

Dear Arkite,

My latest The State Of It podcast is out now titled Pacific Navies: Australia, Japan and Taiwan

In this episode David and Winston continue their conversation concerning the fleets of Pacific nations. The questions under investigation include: Are light carriers effective at power projection? Are frigates genuinely effective in modern naval warfare, or are they inferior to destroyers? Is the Taiwanese Navy disadvantaged through it's reliance on patrol boats? What is the quality of these Navies like? How well would these three nations be able to cooperate in a conflict?

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Win a free book!

It’s been over a year since we last requested your feedback on my website and newsletters. A lot has happened in that time in all our lives and so now would be a great time for you to relay to us why you read my articles, theories and insights. There’s only a handful of questions but your feedback would be gratefully received so that we can improve the site even further!

Plus all those that fill in the form will be entered to win a free book, either Red Lightning or Lions Led By Lions! A lucky respondent will be selected at random and be able to choose to receive one of David's latest books free. The deadline to complete the form and enter is 31st July 2023. 

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Complete the form and enter here

Thank you if you have already filled in the form, the feedback has been terrific.

It’s been over a year since we last requested your feedback on my website and newsletters. A lot has happened in that time in all our lives and so now would be a great time for you to relay to us why you read my articles, theories and insights. There’s only a handful of questions but your feedback would be gratefully received so that we can improve the site even further!

Plus all those that fill in the form will be entered to win a free book, either Red Lightning or Lions Led By Lions! A lucky respondent will be selected at random and be able to choose to receive one of David's latest books free. The deadline to complete the form and enter is 31st July 2023. 

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Complete the form and enter here.

Dear Arkite,

The latest The State Of It podcast is out now Pacific Navies: Comparing The Naval Power Of America and China

Winston and David evaluate and compare the Navies of America and China (with some focus on other aspects of their respective military capabilities). Within the episode a myriad of questions are explored: How would the USN negate missile attacks from mainland China during a conflict? What would be the outcome of a prolonged naval war in the Pacific? What does the shipbuilding capacity of America and China mean for a possible future war? What does the future of naval warfare look like?  What is the effect of extended lines of communication in a Western Pacific American war effort? 

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Dear Arkite,

We’ve recently made a change to the site to highlight the updates David makes to his articles. As per the screen grab below we now state when a post was last updated. If you click through and scroll to the bottom of an article you’ll find additional content e.g. on The Battle For Ukraine 48; you’ll find Articles and Commentary Post Publication-Follow the Progress of the Counter Offensive Here.

So not only do you get great insights from David, that you won’t find anywhere else, but you also get frequent updates in the form of commentary and articles to keep you abreast of how his predictions have progressed over time.

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Murrinations Insights subscribers will soon also receive an additional newsletter to bring you the latest updated articles, so you can keep up with David's latest commentary and related articles.

David covers the latest significant geopolitical, military, economic, financial market, and environmental developments around the world. Newspapers provide yesterday's headlines. Subscribe now, for as little as £1.32 a day, and stay ahead with Murrinations Insights to future-proof your strategy. Insights are published on average twice a week.

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Dear Arkite,

Here's my latest interview on the Adzcast podcast, listen now:

World-renowned Global Forecaster David Murrin EXCLUSIVELY shares with us what will happen with the Ukraine war! His insights show what the outcome will be, what Russia's motives and decisions will end up like, what this will mean for the people of Ukraine and also what China is planning in the background of all this!

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Dear Arkite,

In this first episode of Season 4 David and Winston discuss developments in the situation on the ground in Ukraine. This includes possibilities for a summer offensive as well as the current state of the conflict. The discussion expands to include the wider geopolitical situation and the countries from which both Russia and Ukraine are deriving their main support.

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Dear Arkite,

Our results are out for Q1 2023:

Our best alpha-generating positions for the quarter were long silver and short the dollar index. As shown in the blue box, the quarter in silver comprised of a move lower into early March and then a retracement of that fall, back to the highs. In effect a V price action, which was replicated across most of the macro sectors. However, by using our ratchet risk model, we were able to make more alpha on the way up than we lost on the way down. Which was a good endorsement of our risk methodology. But most importantly, in silver and the dollar, this risk management methodology has kept us in these core strategic trades and added to our alpha-generated war chest.

Q1 2023 PERFORMANCE REVIEW CONTENTS

We recommend that our subscribers take the time to read this analysis of our performance to enhance their understanding of how we consistently extract alpha from the markets, whilst minimising our downside risk with extremely tight strategic stops.

1. Executive summary; Global Forecaster and Global Trader
2. Trade recommendation and risk methodology
3. Our key 2023 geopolitical calls
4. Our main Q1 2023 geopolitical calls
5. Q1 23 market predictions and performance
6. Alpha capture funds and their performance

Read the review in full

Dear Arkite,

The commodity cycle is in full flow, Xi Jinping is currently in Russia meeting with Vladimir Putin and NATO continue to supply weapons to Ukraine to defend their country. To help explain our thoughts on whether WW3 has actually started we have put together this page and would advise you to read it in full. Please also share it to help spread the word:

Find out more

Dear Arkite,

"In this interview with geopolitical forecaster David Murrin, we discuss Breaking the Spell of Denial – how individuals and businesses can face reality, create a strategy for survival and stay grounded and optimistic in times of crisis and global conflict."

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Dear Arkite,

If you do not wish to be a sheep with a box on your head, subscribe to my Murrinations Insights and find out what is really happening In the big bad world!

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Read David's Murrinations Insights in full on the website, predictions, strategy and analysis, covering the latest significant financial, geopolitical and environmental developments around the world. Insights are published on average twice a week. 

I am pleased to add some brief comments concerning David’s remarkable output via his regular and frequent Murrinations postings and other pieces covering inter alia the First World War, Covid and the Chinese question and a one man UK defence Review. Further whilst producing this prodigious output of facts, information and observations David somehow manages and advises on global investment strategy.

It is David’s deep study and knowledge of history that informs many of his views and judgements on geopolitical issues of the day and in the future. I would strongly advise more people to read David’s works. Frankly I would sleep easier if I could be confident that senior politicians and the MOD’s top brass from all services were among David Murrin’s readership. You may not be sympathetic to every view expressed but it is a learning experience to consider them.

Jonathan Perry - Chartered Accountant, 22 year Merchant Banker, Chairman of a PLC for 15 years until retirement

A subscription will give you instant online access, as opposed to a 6 month delay for non-subscribers. A 3 month trial subscription costs £150, 6 months £300 and 12 months £480. Subscribe Now.