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 4 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
Mullen: US housing shortage is between 3 and 7 million homes
“And whether you look at Stanford, Harvard, Fannie Mae, almost any economic analyst will tell you we're short somewhere between three and seven million houses.”
Don Mullen Jun 29, 2023 ▶ 25:54 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Disclosure
Jain: Jain exited all banking and financial exposure in early 2007
“I got nervous in early 2007, so we had exited all our banking exposure and financial exposure.”
Rajiv Jain Jun 8, 2026 ▶ 17:03 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Assertion Partly supported
Friedman: Fannie and Freddie represented two-thirds of US GDP during 2008 crisis
“Fannie and Freddie were 10 times bigger than Lehman, yet it didn't have any knockoff impact. It was two-thirds of the GDP of the entire United States, Fannie and Freddie at the time.”
Manny Friedman Jul 23, 2018 ▶ 18:01 Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Disclosure
A-Rod Corp refinances out initial real estate equity within two years
“We're buying units from anywhere from a hundred to 200,000 per door. We're putting in 75% Fannie Mae non-recourse debt. We put in 25% equity. We usually refi all our money out in two years, and we do it over and over again.”
Alex Rodriguez Jun 7, 2021 ▶ 37:06 Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
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