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On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.

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Latest Issues

The 31% Rule: A Deterministic Map to a 10x Return

A Framework for Hunting Trillion-Dollar Businesses in the Public Markets

There is a question that sits quietly in the back of every serious retail investor’s mind, and it rarely gets answered honestly: where exactly should I put my money i...

4 days ago
8
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Europe Is About to Build Its Own Wall Street

And the companies positioned at the center of it are barely being discussed.

There is a particular feeling that creeps into markets right before things get complicated, and if you have been paying attention lately, you have probably felt i...

6 days ago
9
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Europe Rewired: What the Chips Act 2.0 Means for Your Portfolio

The EU’s semiconductor reset just went live. It is not just about building fabs anymore.

It is not a drill. On June 3, 2026, the European Commission officially published the Tech Sovereignty Package, its most ambitious assertion of digital...

10 days ago
11
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We Are Beating the S&P 500 With Only European Stocks. Here Is What We Are Doing Next.

A mid-year portfolio update on our European sovereignty trade, where we stand today, and the two conflicting voices in our heads that are shaping our next move.

At the beginning of the year, we set ourselves a challenge: can we beat the S&...

11 days ago
18
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€3 Billion Is About to Leave Amazon, Google, and Microsoft

Europe's cloud procurement overhaul creates the most durable revenue transfer in the continent's digital infrastructure history

The week ending May 31 produced a density of coordinated institutional moves that is genuinely unusual by Europ...

13 days ago
9
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  • Europe Capital

    On a quest to beat the S&P 500 with only European stocks - and the research to prove it. | Not financial advice

  • Iary Dell'Elce

    Name is pronounced YAH-ree. Writing about investing, incentives, and decision-making under uncertainty. Focused on structure, behaviour, and long-term compounding.

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