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 → 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

Assertion Contradicted

Wagner: Over 90% of the Japanese stock market is passively managed

“I'd never been able to exactly quantify this number. I think over 90% of the market is passively managed. There's very, very few fundamental bottoms up investors in Japan.”

Herb Wagner Sep 22, 2025 ▶ 43:22 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)

Assertion Partly supported

Wagner: Japanese corporates and households are net cash, offsetting sovereign debt

“So the Japan sovereign leverage is high, but net of the central bank is actually manageable. The banking system is well capitalized now. Corporates in Japan And then households, they're all net cash.”

Herb Wagner Sep 22, 2025 ▶ 39:44 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)

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The Ledger

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