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 1 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 Contradicted
Marks: Nifty 50 Equities Lost 95% Over Five Years After September 1969
“If you held the stocks for five years from the day I got there, you lost about 95% of your money in great companies.”
Howard Marks Apr 7, 2025 ▶ 8:32 Howard Marks – Navigating Private Credit (EP.439)
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