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
Corre: Biden Administration Has Mostly Failed in Merger Antitrust Challenges
“Generally speaking, the administration has not been successful in those challenges.”
Corre: China is a black box where due diligence leads to arrests
“And obviously, China is increasingly a black box. It's very hard to do due diligence there. In fact, they've arrested people for it.”
Corre: Microsoft's acquisition of Activision will get completed
“And it's still not done, but we feel pretty good that it's going to get done.”
Corre: CLO Slowdown Is Creating Greater Concessions in Large Bank Debt
“Essentially the bank debt market, leverage loan market, I should say, has been really dominated by the CLOs. And that algorithm right now is broken. So CLO formation is harder now than it was before. There's less demand for the triple A tranches of CLOs. So wh…”