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 Supported
Blitz: SVB crisis triggered a violent two-year Treasury squeeze via illiquidity
“You saw in March of this year where you had a pretty violent move in the two-year bond, one of the most liquid assets in the world. Many macro managers were positioned in that bond. They had to get out of that position when the Silicon Valley Bank news hit. Mo…”
Adam Blitz May 29, 2023 ▶ 20:46 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Assertion Supported
Blitz: Many bonds inside liquid high-yield ETFs rarely trade daily
“You know, even in the high yield ETF, a large percentage of the high yield bonds comprising that ETF don't even trade Hardly on a day-by-day basis, even though the ETF itself is very, very liquid.”
Adam Blitz Jul 17, 2017 ▶ 54:45 Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
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