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 6 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
Gave: Non-US growth will outperform US growth as the dollar weakens
“I think we're living through the end of the year of US exceptionalism. After a 15 year standing run, the US dollar is now rolled over. I think most people's portfolio is on position for a world of weaker dollar, and one where growth outside of the US is going …”
Papic: Dollar will fall, yields rise, and global equities beat US
“Because if Biden or Trump wins from a macro perspective, I think dollars going down, I think ten-year yields are going up. I think U.S. Equities are going to do well, but I think global equities are going to do better. Commodities are also going to do extremel…”
Japanese Dollar Lending Lubricates Global Money Markets and Boosts Float
“How Japanese institutions are lending their dollars in a much greater scale, which is lubricating global money markets and increasing the float of dollars.”
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.”