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
Marshall: Scope 1–3 emissions compliance costs are projected to exceed Sarbanes-Oxley
“It's going to be complicated, and the estimated cost of compliance for scope one, scope two, and scope three is expected to exceed Sarbanes-Oxley.”
Marshall: Institutional secondary sales generally range between $100M and $300M
“Secondary sales can't really happen in a world for like under a hundred million dollars. They don't really go out in more than bulks of like 203 hundred million dollars.”
Marshall: Foundations cannot use credit lines to buy market dislocations
“Many of us have credit lines in place to be able to fund the granting parts of the organizations, but you can't use credit lines to lean into a dislocation. For lots of tax reasons. If you think a dislocation is coming, you need to have cash to be able to even…”
Marshall: Chinese public equities are at their cheapest relative valuation ever
“From a relative valuation, they're the cheapest they've ever been.”