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.
why aren't all 12 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
Brown: Retail pharmacy chains CVS and Walgreens are going away
“All you have to do is look at a chart of CVS, which is in a 60% drawdown from a tie, or look at Walgreens Boots Alliance, which is in a 90% drawdown. These companies are going away.”
Brown: AI copilots will increase employer demands and eventually replace workers
“My point is the expectations on the part of our employers are just going to go up as we become more tech enabled. So we're doing more, not necessarily being paid more. And many of us are going to reach the point where the quote unquote co-pilot actually should…”
Brown: Companies Will Become Fabulously Profitable by Automating Busywork
“Yes, companies are going to become fabulously profitable as they institute all this amazing technology that's coming down the pike, and it's already happening, and of course, we're gonna get rid of a lot of busy work that people should not be doing anymore if …”
Brown: 2024 election will likely yield divided government, boosting stocks
“It looks like actually the outcome's gonna be still up in the air, but probably lead to a divided government, which is positive for stocks, historically where no one party gets to do a lot of Weird shit in either direction.”
Josh Brown: Nvidia stated Blackwell chips are sold out for 12 months
“They just told us they sold out of Blackwell chips for 12 months.”
Brown: CVS's Aetna and Caremark acquisitions failed to deliver expected synergies
“CVS spent, like, huge amounts of money to buy Aetna, and to buy Caremark. So, buy an insurance company, buy a pharmacy pharmacy benefits manager, and basically, take, take a vertical approach to what was obviously going to be a consolidating industry. Those de…”
Brown: Amazon pushed out its touchless tech lead and is closing stores
“The guy that developed the touchless technology for Amazon's retail was just pushed out of the company, and they are closing A lot of those Amazon go stores because there just didn't seem to be anything magical that made people want to go to them.”
Brown: Fed will probably cut interest rates again in weeks
“The Fed has done its first interest rate cut, and they started off with a double cut, and they'll probably do another one in a couple weeks”
Brown: 10 Startups Are Building AI Note-Taking for Financial Advisors
“There are now 10 different companies in, and then on top of which these are startups, but then on top of which you're getting offerings from zoom and Salesforce and big existing enterprise software companies, but there are 10 different companies specifically b…”
Brown: Sweetgreen automated machine makes 500 to 800 salads hourly
“They have a machine in there that makes between 508 hundred salads an hour.”