ARB Letter

ARB Letter

The Enemy Is Inside The Gates

600: What Unrest in France and Europe Can Tell Us

Arbitrage Andy's avatar
Arbitrage Andy
Oct 20, 2026
∙ Paid

Good morning.

Happy 600th edition of Arb Letter.

Roughly 1.8 million words or 20+ 80,000 word novels written since we launched.

And we hit this milestone as I write one of the most important editions yet, on a threat that I have highlighted non stop for over 2 years now.

A threat that many have chosen to ignore or downplay.

Mass migration.

We’ve talked about it before in posts like:

The United States of What Exactly?

and

When Shared Culture Breaks

But this new episode in France and Europe is a stark reminder of just how bad the problem has gotten inside Western countries.

The headlines are stacking up in the last 48 hours:

  • Riots, looting, and protests in France have rapidly expanded

  • Milan Italy and other European cities and countries are starting to see much of the same unrest

  • Hundreds of schools in Northern Ireland, Scotland, Hungary, and Serbia received bomb threats signed “Allahu Akbar”

  • Visegard 24 reported that 141 Italian police officers have been wounded in the riots and looting taking place in Milan over the past 2 days

In his controversial novel Camp of the Saints that I have referenced here multiple times, author Jean Raspail depicts the collapse of Western civilization after a fleet of one million impoverished migrants sails from Calcutta and makes landfall in France.

If you’ve read the book, it is 1000% on the dot right down to the opening scene where the main character sits in his home in South France (right near Marseille which is currently being looted) and sees the swarms of migrants arriving on a beach.

It’s scary.

You’ve probably seen some of the popular quotes posted online in reference to the calamity of mass migration in the West including:

“Your universe has no meaning to them. They will not try to understand. They will be tired, they will be cold, they will make a fire with your beautiful oak door...”

“You represent abundance to them. Thanks to your mere presence, they've learned that it exists somewhere on Earth and that you're racked by guilt for not sharing it.”

Raspail’s dystopian future he paints in that novel has come to play out almost identically today.

Unrest is spreading across Europe driven by a host of factors but no doubt amplified by the fragmented cultural and demographic landscape that has formed over several decades.

The map below generated by RYBAR (@EVROPAR) highlights the scale and expanse of the protests going on in Europe right now.

Image

Those of us in the US and other countries would do well to pay attention to what is taking place in France and other pockets of Europe.

It is not an understatement at this point to say the cultural issues highlighted in France and other European countries are the single most pressing for the West right now.

Hands down. Nothing else matters if it is not put under control.

Despite the destruction and more protests scheduled for Saturday, there is only a 17% chance that France declares a state of emergency by the end of the year. Pretty wild, but no surprise for those of us who know that Macron would rather push the inconvenient truths under the mat then have to address the real issues at hand.

Today we’re going to cover everything we know, the forces behind this mass scale civil unrest, and why I believe it will come to the US and other places very soon. This is not something you can just ignore anymore.

This is the state of the West right now, and it’s been building towards this for some time.


These are Not Students

Part of why I wanted to write this today is to impress upon you the complexity of the current global landscape.

Sure, there are facets of this that all of us who are based and level headed, can see very clearly with our own eyes.

Mass immigration is the single biggest. There is no doubt any more. I have absolutely no qualms saying that today.

Importing hordes of foreigners who have zero intention on ever assimilating to their host nation is a cancer that is beginning to show itself boldly and openly for the world to see. Those of us who have been lulled into the happy tele-tubby world of progressive politics and equity and diversity choose not to see it. Those of us with a good head on our shoulders are watching things spiral out of control in France, realizing it wouldn’t take much for the same thing to happen in other countries.

The fractures in society are waking more people up. It is becoming impossible to ignore it or downplay it.

But how many people actually realize what is at stake here?

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