Shelter Island Capital Management
Luis ArenzanaFinance, Economics, and Current Events
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 936 | Founded | 4 years ago | Last Issue | 15 days ago |
| Active | |||||
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luisarenzana.substack.comLatest Issues
Europe: Still a Hydra
Having campaigned on isolationism, having warned the US electorate that a vote for Kamala Harris was a vote for a war in Iran, President Trump is drifting into a the very foreign quagmire he warned against. Perhaps there will be some securi...
Spain is Different
Spain is Different
Spain was ready for social media before social media existed. Spaniards are perhaps unique in that they often have arguments about data. This is the case because most believe that data cannot be trusted. Even the autho...
A working paper on the Equity Risk Premium — with an unusual co-pilot
Dear friends,
Please find attached a working paper exploring a question that has been debated ad nauseam and on which I have had my own point of view since attending business school in the 1980s: whether the implied equity risk premium — a...
The Prometheans and the Neo-Luddites
Last week, a debate between two previously little-known polemicists on the social impact of artificial intelligence went viral. Matt Shumer’s post on X rapidly reached fifty million views. We confess to having read it with some interest and...
Off the Tracks in Spain
Another day, another self-inflicted calamity hits Spain. Last week’s train wrecks have dispelled yet another myth about the management capabilities and competence of the country’s very large state sector. Public education is deliberately in...
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| Subscribers | Engagement | 64 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I am a hedge fund manager with 37 years of experience in the industry.
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