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 4 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
Jensen: Household wealth relative to income has reached record levels
“Wealth for households, as an example, are six times income, way beyond anything it's ever been, and wealth across the world relative to incomes are at record levels.”
Jensen: US Corporate Value Currently Equals 26 Years of Earnings
“If you took what it would take to pay off the corporate debt plus the corporate equity value in U.S. Equities, you're talking about 26 years if it was like a family business and you're trying to pay off your parents as you inherit this business, it would take …”
Jensen: Bridgewater's Pure Alpha has made money in 80% of years
“If you look at bridge orders, Pure Alpha as an example, you know, we've made money in 80% of years.”
Jensen: Nominal GDP growth will likely significantly exceed current interest rates
“The likelihood that the nominal GDP is going to be significantly higher than the current interest rate is quite high, and there are ways to isolate the companies who are likely to have profit growth and revenue growth reasonably in line with nominal GDP growth…”