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 3 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
Leveraged Derivatives Used For Growth Targets Caused The UK Pension Crisis
“The other common way, as we've experienced in the UK, where the UK, of course, has gone through a meltdown because they were using derivatives. They were leveraging. So they were only using 50% of their assets levered To be hedged, and the other 50% still rema…”
Charles Van Vleet Nov 28, 2022 ▶ 17:06 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Assertion Supported
Van Vleet: Japan Funded $45B Currency Intervention by Selling Treasuries
“Forty-five billion dollars in currency intervention. That money had to come from somewhere. It came from U.S. Treasuries.”
Charles Van Vleet Nov 28, 2022 ▶ 9:37 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Assertion Partly supported
Van Vleet: US household formation outpaces housing production by 150,000 units annually
“The household formation running at a million units a year, we're only making 850,000 a year. So the shortage is there for a while.”
Charles Van Vleet Nov 28, 2022 ▶ 33:21 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
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