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 Partly supported
Peters: Euro Stoxx 50 and Hang Seng Were Worst Major Markets
“Eurostoxx, 50, and Hang Seng, those are the two really worst stock markets in the world from a performance standpoint over the last 1720 years.”
Eric Peters Dec 16, 2024 ▶ 13:24 Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
Assertion Partly supported
Peters: Peloton ABS fund ran 7x levered subprime relative-value trade
“And then they had their ABS fund and that ABS fund was a big bet against subprime mortgages. It was a relative value bet. So they were long, a few, three units of Triple A mortgages short one unit of triple B's levered seven times.”
Eric Peters Apr 6, 2020 ▶ 15:57 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
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