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 5 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

Prediction Not checkable as stated
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.”
Josh Brown Oct 16, 2024 ▶ 9:10 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Prediction Not checkable as stated
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…”
Josh Brown Oct 16, 2024 ▶ 21:00 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Prediction Not checkable as stated
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 …”
Josh Brown Oct 16, 2024 ▶ 32:50 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Prediction Didn’t hold up
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 Oct 16, 2024 ▶ 51:15 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Prediction Held up
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”
Josh Brown Oct 16, 2024 ▶ 51:15 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
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