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 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
Gave: China will pressure Vale and Rio Tinto to accept renminbi
“Now that BHP accepts RMB, what are the odds that China is going to go back to trading in US dollars with RMB? They're not. Instead, China's going to turn to Vale and Rio Tinto and say, your buddies at BHP, they accept RMB, so if you want our business, maybe yo…”
O'Connor: Australia's big banks and telecom giants are practically ex-growth
“The big companies in Australia, the big four banks, Telstra, the big telecommunications company, exclude BHP and Rio, those big companies are ex-growth. They are growing very slowly with maybe two to three percent EPS growth over the years ahead. The real grow…”