Shelter Island Capital Management
Luis ArenzanaFinance, Economics, and Current Events
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 933 | Subscribers | Read | luisarenzana.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
Reconciliation
“Reconciliation” the recent memoir of King Juan Carlos I of Spain was published in France in October. The timing was perhaps inauspicious as two other memoirs came out the same week that drew interest in Spain. The first, “Mi Verdadera Hist...
A House Divided Cannot Stand
In his recent opinion piece “Europe’s fateful moment”, Edward Luce, the Financial Times’s US editor wonders “how cash-strapped Russia could so easily intimidate Europe”. After all, the EU and its British and Norwegian allies’ economy is one...
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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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