Academy Securities

Academy Securities: $TNX medium term cautious up! I don't think we can cut now without controlling the long end of the bond market. I think if we cut rates right now, we would lose control over the long end of the bond market. So I think we're higher for longer. Peter Tchir sees a 'tale of two economies': AI data center growth is booming and insensitive to interest rates, while the rest of the economy languishes. He believes the Fed cannot cut rates without losing control of the long end, and that the next 1-2 years will be about the cost of AI buildout, not the benefits. He is cautious on consumer spending and housing, and skeptical of strong jobs data. #US10Y #Treasuries #BondMarket #Rates @AcadSecurities signaltube.just-get.com/Interview/wDTA…

As we enter Memorial Day weekend, we honor and remember those who served. We are proud to welcome veterans to ring the opening bell. 🔔 Participating organizations include @FoldsofHonor, TrueShares by RiverNorth, @AcadSecurities, and Academy Asset Management.

How do shifts in alliances, trade routes, & #geopolitical tensions impact global markets? Join us for a Vital National Interests Fireside Chat with Peter Tchir of @AcadSecurities on May 20. Register: rmcsd.ca #EconomicSecurity #FinancialMarkets #NationalSecurity

In the latest Academy Securities Geopolitical & Macro Strategy Podcast, our team discusses the U.S. 14-Point MOU, Iran’s response, the Strait of Hormuz, the Iranian nuclear program, the Israel/Lebanon ceasefire, pathways to negotiations, and what these developments could mean for global markets. Listen to the full episode below: lnkd.in/gykCsUnJ #Podcast #Geopolitics #AcademySecurities

Academy Securities’ Head of Geopolitical Strategy, Major General (Ret.) James “Spider” Marks, appeared on MSNBC’s MS NOW to discuss the latest developments surrounding the ongoing conflict with Iran. #AcademySecurities #Iran #MiddleEast #Geopolitics #MSNBC @RangerSpider

"As long as Iran retains the ability to Contest this waterway, we could face enduring challenges to navigation. This may not end until we have an enduring diplomatic solution," said Lieutenant General (Ret.) Karen Gibson of our Geopolitical Intelligence Group during an appearance on Bloomberg Surveillance. #Geopolitics #Finance #Bloomberg #AcademySecurities @Bloomberg

"At the sound of the guns, buy". Maj Gen Spider Marks (@RangerSpider @AcadSecurities) on the Pentagon's $200B Overseas Contingency Operations budget, and the 1800s investing rule that still applies today. #Defense #Metals #Pentagon #Investing Watch the full interview here: hubs.ly/Q04dF1-N0 💡Join Wealthion's Real Assets Community for EXCLUSIVE real-assets content and more: hubs.ly/Q04dDZdC0

For years, General Spider Marks was one of the most senior intelligence officers in the U.S. military. He knows things. And Peter Tchir is one of the leading geopolitical macro strategists across Wall Street. We had a chance to break down the current state of play in Iran and how all the pieces fit together across China, Russia, and beyond. Great chat below. @AcadSecurities thanks for sharing them with us on the @wealthion pod.

Academy Securities’ Head of Geopolitical Strategy, Major General James “Spider” Marks, and Head of Macro Strategy Peter Tchir joined the Wealthion podcast to break down rising global tensions, shifting power dynamics, and what it all means for markets. Watch the full conversation at the link below. youtube.com/watch?v=yfx9sJ… #Podcast #Macro #Markets #Geopolitics @TFMkts @RangerSpider @perkinscr97 @wealthion

In the latest Around the World podcast, our team breaks down the geopolitical developments shaping global markets, from the evolving Iran ceasefire, renewed talks with Cuba, and updates on the Russia–Ukraine war, to the China–U.S. summit, and key macroeconomic implications. Listen to the full episode below: academysecurities.com/geopolitical-p… #Podcast #Geopolitics #Macro #Markets

At Academy Securities, we don’t just track global events; our Geopolitical Intelligence Group translates global developments into actionable insights for markets and strategy. Our Head of Geopolitical Strategy, Major General (Ret.) James “Spider” Marks, joined CNBC to discuss ongoing risks in the Strait of Hormuz, limited ground action, and a prolonged U.S. presence. youtube.com/watch?v=nES0L0… #Markets #Strategy #Geopolitics #CNBC

Academy Securities’ Head of Geopolitical Strategy, Major General (Ret.) James “Spider” Marks, joins CNN to break down the realities behind the high-risk operation of locating and extracting the second service member from a downed F-15E over Iran. View the full segment here: youtu.be/3q_VxvTMR1E #Iran #CNN #Geopolitics #AcademySecurities

Great to see my friend and ⁦@AcadSecurities⁩ advisor, LtGen Robert Walsh, USMC (Ret), on ⁦@business⁩ with his views on the war in Iran, and how this conflict will shape relations with China.

Bloomberg Surveillance spotlighted Academy Securities in a recent segment for our deep expertise in geopolitics, showcased through our Geopolitical Podcast. Watch the full segment below, where Peter Tchir, our Head of Macro Strategy, joins Bloomberg to discuss markets and the war in Iran. youtu.be/VncztGaRWPI #Bloomberg #Markets #Macro #Podcast #Geopolitics @TFMkts

“Cuba is in the same zip code as Venezuela, but it's not exactly the same neighborhood.” – Vice Admiral (Ret.) David Buss Vice Admiral (Ret.) David Buss joins this month's Academy Securities Around the World Podcast, discussing the war in Iran, the crisis in Cuba, and several other geopolitical and macroeconomic developments shaping global markets. Listen to the full episode at the link below. youtu.be/dbxJ4wAt8CI #Cuba #Venezuela #Podcast #Macro #Markets #Geopolitics #AcademySecurities

@SRuhle @MSNOWNews @POTUS lol. You should get some of the generals, admirals or CIA people from @AcadSecurities on your show to help people understand what is going on, what’s next, the risks, and rewards

@OutFrontCNN @ErinBurnett @richardquest You should get more of us from @AcadSecurities on. We’ve been pretty good on geopolitical