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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

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

Bank TruPS allowed five-year interest deferrals without triggering contractual default

“The one caveat which the regulators made them put into these securitizations was that you had to be allowed to defer for up to five years before you went into default.”

Brett Jefferson May 25, 2020 ▶ 32:48 Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

Assertion Supported

Bank TruPS was a $35B niche versus the $1T+ non-agency market

“It wasn't a big market, it was a thirty-five billion dollar market, so it didn't make sense for a lot of folks to get into it. Like, let's just say the non-agency market, which was Over a trillion dollars.”

Brett Jefferson May 25, 2020 ▶ 36:09 Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

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The Ledger

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