Jon Shayne's Blog

Friday, February 22, 2019

Cassandra's Curse

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This is a particularly nice passage on investing by James Montier, of GMO: Now, of course, valuation is an excellent guide to long-term re...
Monday, December 11, 2017

Biology, not Physics

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I've mentioned the Odd Lots podcast before. It is very smart, and a lot of fun. The hosts are Bloomberg's Joe Wiesenthal and Tracy ...
Monday, December 4, 2017

Analyses of the Senate and House Tax Bills

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Two very useful sources for keeping up with pending changes in tax law are the Tax Foundation and the Tax Policy Center. Those who believe...
Tuesday, March 14, 2017

Hard to Keep Both Populist Voters and the Equity Markets Happy

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This well-written, short leader , from the current issue of The Economist, gives an un-bubbly view of the stock market in the U.S.
Thursday, January 5, 2017

Shiller Interview

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This is a good interview, from last week, with the economist Robert Shiller. Topics include the current state of markets, the economy, and...
Tuesday, November 22, 2016

Arthur Demarest, on Collapse

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I am big fan of Odd Lots , a podcast hosted by Tracy Alloway and Joe Wiesenthal. They are editors at Bloomberg. Their latest episode is an...
Friday, November 11, 2016

Warren Buffett's Post-Election Views

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New interview of Warren Buffett by Poppy Harlow, from CNN. The topic is the economy, and the world, after the election of Donald Trump as...
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About Me

Jon Shayne
This is my personal blog. I co-founded an investment firm in Nashville. Sometimes I write and sing country songs about finance, and more, under the name "Merle Hazard." I try to discuss ideas here, rather than individual companies or securities. (Where I do mention a company or security, I intend no recommendation. Firm clients and I may have held, or may presently hold, an investment in any company or security mentioned.)
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