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
Eichhorn: Macro interest rate calls offer poorly compensated risk
“I don't need to go on CNBC and say, here's what my rate call is, because we think those are really, really poorly compensated risks, even if you get it right more than you get it wrong.”
Dixon: Investors mistakenly impute logic onto noisy, random market moves
“Imputing logic onto things that are probably noisy and random. My impression of a lot of investing is everything from, if you could watch CNBC and they say the market moved today because of X, Y, and Z, and in fact, it was probably moved because whatever some …”