Earnings Drive the Tape

Published on August 10, 2026

Chris Galipeau discusses high-conviction insights that go beyond media headlines.

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The AI Split Between U.S. Dollar and Euro Investment Grade

August 10, 2026
The AI capital expenditure cycle remains solidly on track to eclipse the telecom boom of the late 1990s and become the largest investment cycle since the railway buildout of the 19th century in inflation-adjusted terms. T

When Family Is the Succession Plan

August 10, 2026
How do you evolve from a familial relationship into true business partners before transitioning ownership?