
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.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 105 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||

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...
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...
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...
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&...
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...
Subscribers, engagement, traffic and sponsorship for Europe Capital.
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The writers behind this newsletter.
On a quest to beat the S&P 500 with only European stocks - and the research to prove it. | Not financial advice
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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