Europe Capital
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 | 135 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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europecapitalnews.substack.comLatest Issues
Europe’s Weaknesses Are Becoming My Best Investment Opportunities
Energy, AI and higher-for-longer rates are reshaping the landscape and I’m adjusting the portfolio accordingly.
Looking back at the first three quarters of 2026, it has been quite the roller coaster, and not an easy one to navigate. So bef...
Don’t Buy the Drone. Buy What’s Inside It.
Europe is rebuilding its defense capabilities, and the real opportunity may be hiding in the critical technologies underneath the aircraft.
With every new military conflict around the world, new technologies have moved to the forefront of...
The Unexpected Winners of the Robotaxi Revolution
Everyone is looking at Tesla, Waymo and Uber. The less obvious opportunity may be the companies that own, finance and operate the fleets.
In the age of accelerating technologies, more and more industries are coming under pressure that prev...
The Experience Economy Is European. The Stocks Are Hidden.
GetYourGuide, Fever and Tiqets built the platforms. The listed opportunities are hiding in ticketing, travel infrastructure and scarce physical assets.
When I look back at the summer of 2026, one thing was hard to miss if you spent any tim...
The Political Middle Is Disappearing in Germany
After I wrote about the push towards the right in the state of Sachsen-Anhalt, we just got the results of the elections in two other states. The city of Berlin and the state of Mecklenburg-Vorpommern, and the results couldn’t be more differ...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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On a quest to beat the S&P 500 with only European stocks | Portfolio up 85+ % YTD | Not financial advice
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