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 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

Opinion
Gave: Devaluing the renminbi within six months would be a big mistake
“James, I think here we're at a super interesting crossroad where if in the next six months China does devalue the renminbi, it would have been a big policy mistake.”
Louis-Vincent Gave Apr 14, 2025 ▶ 30:28 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Assertion Partly supported
Gave: Most Russian commodity trade is shifting to the Chinese renminbi
“Right now you have the world's largest commodity exporter, namely Russia. That has been kicked out of the US dollar system for its behavior. And therefore, most of Russia's commodity trades is shifting from US dollar to renminbi.”
Louis-Vincent Gave Oct 10, 2022 ▶ 27:59 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Assertion Supported
Gave: BHP completed its first iron ore transaction in renminbi
“A few weeks ago, BHP did their first deal in iron ore for renminbi.”
Louis-Vincent Gave Oct 10, 2022 ▶ 28:21 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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