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 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
Grantham: Every Two-Sigma Asset Bubble Historically Reverted to Pre-Bubble Trends
“In major countries, there was no exception to the principle that an overpriced market at two sigma, which is just a statistical measure. If you look at the price, you look at the breakout on the upside. If it's two sigma, there is no exception to the rule that…”
Jeremy Grantham Mar 23, 2026 ▶ 30:52 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Assertion Supported
Paul: Two Sigma, Citadel, and Rentech Stayed Out of Crypto in 2017
“I saw that guys like Two Sigma and Citadel and Rentech and the discretionary trading houses, none of them were in crypto for good reasons.”
Ari Paul Mar 18, 2021 ▶ 23:12 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
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