Shelter Island Capital Management
Luis ArenzanaFinance, Economics, and Current Events
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 927 | Subscribers | Read | luisarenzana.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The summer of 2025: the euro, Tariffs and Wildfires
We have seen few regular celebrations of the anniversary of the birth of the euro, perhaps because the European common currency has depreciated 18% in real terms versus the US dollar since inception. The euro is the brainchild of a group of...
You can’t fool all of the people all of the time
The news cycle of the last few weeks in Spain has been dominated by a steady flow of sordid corruption scandals.
Cry, The Beloved Country, or How I Spent My Weekend
There is now solid evidence that three out of four members of a band of brothers known as the “Peugeot Crew” engaged in graft, influence-peddling and other forms of corruption during Pedro Sánchez’spremiership.
Socialist Paradise
The Darkest Hours
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Authors
The writers behind this newsletter.
I am a hedge fund manager with 33 years of experience in the industry.
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