We no longer have the luxury of viewing the world from a linear perspective. The compounding effects of global events and the speed at which they occur produce exponential shifts in market dynamics.
Academy Securities’ Geopolitical Intelligence Group is comprised of 14 former Admirals and Generals with real-world subject matter expertise regarding the global risk landscape and its impact on capital markets. Academy ensures that our clients are offered premier insights into the complicated geopolitical environment by leveraging our veteran connection to provide access to some of the most senior ex-military officers in America.
June 21, 2022
Lithuania has announced that it will impose restrictions on rail between Kaliningrad and Russia for goods affected by EU sanctions (Reuters story). Russia is clearly angered by this action. We have discussed Kaliningrad as a potential issue on several Academy Geopolitical calls. It has always been an outlier as there is no land route to … Read more
Additional Articles:
SITREP – Will Finland and Sweden Join NATO
May 13, 2022
What has Happened: Key decision-makers in Finland and Sweden are expected to announce their positions on NATO membership later this week. Sweden and Finland signed a mutual defense treaty with the United Kingdom on Wednesday May 11th, which is likely a pre-cursor to applying for broader membership in NATO. Historically, Sweden has avoided military alliances … Read more
Tentative 15-Point Neutrality Plan to End War in Ukraine
March 16, 2022
What has Happened: Progress has been made on a tentative 15-point plan to end the war in Ukraine which would include a ceasefire and a withdrawal of Russian forces if Ukraine would agree to a limit on its armed forces and declares neutrality (similar to Austria or Sweden). This plan would require Ukraine to agree … Read more
Russian Attack on Ukrainian Nuclear Facility
March 4, 2022
Last night, after shelling by Russian forces, a fire broke out at the Zaporizhzhia nuclear power station, the largest in Europe, and supplies more than 20% of Ukraine’s electricity. While the fire was isolated to a training area, firefighters were able to contain the fire before it spread to the nuclear reactors and there were … Read more
A Full-Scale Invasion of Ukraine
February 24, 2022
On February 21, Putin announced that Moscow would recognize the Donetsk and Luhansk People’s Republics in eastern Ukraine and sent Russian “peacekeeping troops” into the region. Initially, the U.S. announced sanctions on only the breakaway regions, but on February 22, a Russian focused “first tranche” set of sanctions was announced targeting two sizable Russian financial … Read more
Update on Russia and Ukraine
February 6, 2022
After weeks of discussions, the tension between Russia and Ukraine does not seem to be abating. Our GIG has been monitoring the situation closely and our Head of Macro Strategy also provides his perspective in this SITREP. The key developments we highlight include the recent meeting between Russian President Vladimir Putin and President Xi Jinping … Read more
Russia on the Warpath – Update – 1.26.22
January 26, 2022
• President Biden has announced a willingness to levy sanctions directly on President Putin. o Putin has not publicly discussed Russian troop movements or acknowledged the tensions publicly since December 23rd. • Diplomatic efforts continue as leaders from Russia, Ukraine, Germany, and France are expected to meet in Paris today. • The U.S. has promised … Read more
Russia on the Warpath
January 19, 2022
After weeks of discussions between the U.S., NATO, and Russia we seem no closer to a peaceful resolution as Russia’s military forces continue its build up on the border with Ukraine. To de-escalate the situation, U.S. Secretary of State Antony Blinken is scheduled to meet with Russia’s Foreign Minister Sergey Lavrov in Geneva on Friday. … Read more
Will Russia Invade Ukraine?
December 7, 2021
Following weeks of troop and military equipment movement, U.S. intelligence agencies and military are increasingly concerned that Russia is prepared for a rapid and large scale invasion of Ukraine on multiple fronts. Today, President Biden and President Putin will speak via a secure video call and the rising tensions between Russia and Ukraine are expected … Read more
The Assassination of Haiti’s President Jovenel Moïse
July 7, 2021
What has Happened: President Moïse of Haiti was assassinated in an overnight attack on his private residence. The attack comes amid increased unrest and instability in an already struggling economic, political, and security environment in the country. President Moïse had recently made changes to the constitution that would consolidate power in his office. Haiti has faced significant … Read more
Around the World Teaser
June 25, 2021
What has Happened: Ahead of next week’s monthly Around the World piece, our team is providing some quick insights into the geopolitical events that are top of mind for our clients. Below, Generals Kearney, Walsh, and Chinn discuss the Russian naval exercises conducted a few hundred miles off the coast of Hawaii this week as … Read more