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 3 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

Assertion Supported
Mauboussin: Portfolio managers underperform by ignoring their own position sizing rules
“Even there's some evidence if you ask portfolio managers to write down Ex ante, what rules they should follow to size their positions. A, they don't follow those rules, and B, there's evidence that they did follow their own rules, they would do better than the…”
Michael Mauboussin Mar 23, 2020 ▶ 37:27 Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
Assertion Supported
Mauboussin: Bond markets faced widespread bid-ask freezes in Q4 2018
“I think that came to the forefront in the fourth quarter of 2018. I think there were people that wanted to trade bonds that simply there weren't bids and offers out there for the most part.”
Michael Mauboussin Mar 23, 2020 ▶ 18:14 Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
Assertion Partly supported
Mauboussin: VIX Prints Reached All-Time Highs Above 2008 Levels
“I believe it's correct to say that the prints we've had on the VIX and the clothes we've had on the VIX are at all time highs, higher than the financial crisis.”
Michael Mauboussin Mar 23, 2020 ▶ 9:36 Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
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