ARB Letter

ARB Letter

Midterms, Cyberattacks & the Week to Stay Sharp

507: A Very Bad Week to Tune Out

Arbitrage Andy's avatar
Arbitrage Andy
Nov 03, 2026
∙ Paid

Morning guys.

Hope you had a good Monday and a solid weekend. Quick and dirty Tuesday post to get everyone up to speed.

Buckle up because all signs suggest this is going to be one heck of a week. We have seen a massive influx of new subscribers in the last 48 hours (somewhere around 300+).

Many have DMd me about some of our recent posts or shot over questions via email. I am trying to respond to everyone but my schedules been a bit nuts the last 72 hours so bear with me. I am glad you guys have found the prepping posts useful, it’s great to see more people take this stuff seriously.

I’m not really surprised to see this big boost in new readers given world events right now. People want guidance on how to prepare and they want to understand the potential around adverse events occuring.

The interview I did with former SEAL team commander Sam Havelock of SOFX Network and the prepping guides/cyber guides we did were incredibly timely. We put out 19 Things to Have Before You Need Them and the post below.

Prepping With a SEAL Commander

Arbitrage Andy
·
Oct 13
Prepping With a SEAL Commander

Good morning. Got a good one for you gents on this fine Tuesday.

Read full story

Our directional predictions are coming to fruition daily at this point.

I am not some Gandalf all knowing sage, but I do watch for patterns and everything we’re seeing transpire was leaving obvious signs weeks ago.

You just have to pay attention and avoid the common normie trap of getting emotional when you realize something might not be what you thought it was.

Very often these themes overlap AND those involved or in the know telegraph what their next move is, like I rookie QB who tracks his receiver straight into a safety looking to crack ribs.

  • Cyber hacks/New AI threats emerging

  • Volatile financial market moves

  • Geopolitical tensions reaching boiling points

  • Election fuckery

  • Social unrest

All of it seems to be getting more and more prevalent as we move into November. Even the last 48 hours has been wild.

Here’s a list of some of the major events and developments:

  • Stocks continued to slip through Monday’s close, with the Nasdaq down 1.07% and the S&P 500 falling 0.51%

  • At least five European flights faced bomb threats in the last 48 hours, triggering diversions, evacuations, a fighter escort and a temporary airport closure.

  • Reports broke last night that U.S. military assets attacked Iran's Qeshm Island. Early reports indicate that Iran shot down an MQ-9 Reaper drone. This comes as rumors emerge of planned escalation inside Iran around Midterms (WSJ)

  • Supermarket refrigeration systems across Europe were hit by another wave of suspected cyberattacks on November 2, with disruption reported in Sweden, Belgium, Luxembourg, Ireland and Estonia

  • Japan has urged all citizens to prepare for a national crisis level disaster, warning that government resources could be overwhelmed (Insider Paper)

  • Early reports of issues with voting machines are emerging for US Midterm elections across the US on top of power problems

Let’s zoom in on a few of the biggest themes and developments to watch as the week unfolds. It’s not time to get psy oped into losing your spirit kings. It’s time to lock in and see through all the noise.

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