Like Canada, Europe Confronts Geopolitical Realities

 February 20, 2026 |Michael Capobianco
The euro area defied expectations in 2025, delivering growth amid a challenging environment. Beneath this resilience Europe has started to redraw its economic and strategic maps—reducing reliance on the U.S. while capitalizing on fresh fiscal momentum...
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The Economics Of Large Tech Investment

 February 16, 2026 |Michael Capobianco
The AI investment cycle still has more runway ahead, but monetization timing, return on investment, and enterprise applications risks strengthen the case for diversifying within and beyond Big Tech to capture a broader set of opportunities The launch...
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