Shelter Island Capital Management
Luis ArenzanaFinance, Economics, and Current Events
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 921 |
| Subscribers | Read | luisarenzana.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Europe Pays a Price for Playing Telephone Tag
With monotonous regularity, the ever-shrinking fan base of European equities argue that the long-term underperformance of their beloved asset class relative to US equities will soon revert. Spain has just provided us with a timely reminder ...
Those who cannot repeat the past are condemned to remember it
While Giorgia Meloni and Javier Milei advance their countries’ agendas with President-elect Trump, the Spanish Prime Minister is snowboarding and getting ready to host 100 public events in 2025, paid for by Spain’s dutiful taxpayers, to com...
New Year's Resolutions and Decisions
Many aspects of daily life are regulated by trade-offs. Should one settle for what is good enough or should one aspire only to optimal outcomes? For example, should you stick to the lottery that has assigned to you a random nationality or, ...
Live free or die
The people of the United States have spoken loud and clear. President-elect Trump won the popular vote and also won in all the swing states. The Republicans have a majority in the House of Representatives and the Senate. For the next two ye...
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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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