The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 1 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion
Mauboussin: Investors Should Expect Muted Returns Across All Asset Classes
“I think that the, you know, we should have relatively muted expectations for returns in all asset classes. I know we had, we're going to have, we're up for another great, but you know, because of where we are with risk-free rates and credit spreads and so on a…”
Michael Mauboussin Oct 5, 2021 ▶ 1:27:52 Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
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