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.

2statements match

1resolved → 0open claims → 0supported → 1contradicted →

why aren't all 2 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

Amy Falls: Endowment fixed income portfolios should only hold U.S. Treasuries

“For us, we wanted to have something that was liquid, highly safe, or would have a negative correlation with equities and not complicated. So I don't really want the Barclays Ag. I don't need a bunch of mortgage-backed securities in there that have complicated …”

Amy Falls May 22, 2023 ▶ 25:48 Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)

Assertion Contradicted

Barclays Agg Credit Rating Dropped and Duration Doubled Since the GFC

“The Barclays Ag is not the Barclays Ag that it was at the end of the financial crisis, right? So the credit rating, Is a lot less today than it was back then, number one. Duration is doubled since that period of time.”

Tom Lydon Jun 11, 2018 ▶ 49:31 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

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The Ledger

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