Macro Strategy Insights

Rotation, p(AI)n, or Smooth Sailing?

If you missed the Phil McConkey special on FOX’s NFL Pregame last Sunday, then now is your chance to see it here (link). It is extremely well done. In addition, Academy spent time on Bloomberg TV on Veterans Day. The first segment, macro-focused, starts at the 4:20 mark. pAIn Ahead, electricity, and ProSec™ (not yet a household term, but is at least recognizable now as Production for Security). It runs until about the 11:30 mark – a fairly long segment. The second segment starts at the 15:15 mark, and is primarily focused on the government shutdown ending – couldn’t resist ... Rotation, p(AI)n, or Smooth Sailing?

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