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 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
Crowdedness outperforms over time but poses extreme danger during market reversals
“Actually, crowdedness is a factor outperforms over time, but it's extremely dangerous if you're not paying attention to it.”
In 2015, 150 hedge funds owned 70 days of Valeant trading volume
“Valiant was at one. Valiant had a 150 or so hedge fund managers, and in aggregate, they represented 7000% of average daily volume. So, 70 days worth of volume was represented by a 150 managers.”