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

2resolved → 0open claims → 1supported → 0contradicted →

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

Prediction Partly held up

Turkey Is the World's Best Short; CDS Will Top 1,000 Bps

“We think maybe the best short in the world is Turkey right now. Turkey CDS has gone from about 400 over now to 800 over. We think it's going well over a thousand. The country is going to experience a traditional currency and credit crisis as we've seen in EM w…”

Rob Citrone Jul 11, 2022 ▶ 23:32 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

Assertion Supported

Citrone: Discovery Made Back All Investor Losses and More Within Two Years

“Instead of closing down, I think we distinguished ourselves by sticking with our investors. We made their money all back. And more in less than a two year period.”

Rob Citrone Jul 11, 2022 ▶ 43:13 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

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The Ledger

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