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Tech & Innovation·October 8, 2026·1 min read

Odd Lots: The Story of Europe’s Decline Isn’t So Simple

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If Europe’s “decline” is being mismeasured, operators should be careful about over-rotating strategy toward a simple “US up / Europe down” macro story. Treat EU market, talent, and capex decisions as a dispersion problem by country and sector, not a single structural fade.