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

Disclosure
Gerstner: Altimeter shorted Target over tariff fears and weak discretionary consumer spending
“On the one hand, we were short a little bit of target because we're worried about tariffs and we're worried about the retail consumer holding up, especially around You know, these highly levered consumers when it comes to housewares and things that Target has …”
Brad Gerstner Nov 21, 2024 ▶ 58:26 Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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