Drift Signal

Drift Signal (formerly European Straits), a newsletter published by Nicolas Colin, delivers research at the intersection of enterprise, finance, strategy, and policy. As the digital economy matures, its goal is to help decision-makers navigate market consolidation, institutional transformation, and strategic realignment. Drift Signal's coverage typically spans: • Enterprise: Business innovation and adaptation in consolidating markets • Finance: Capital allocation and value creation across asset classes • Strategy: Competitive positioning and market evolution • Policy: Regulatory frameworks and governance in geopolitical perspective