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 Partly supported
Japanese Dollar Lending Lubricates Global Money Markets and Boosts Float
“How Japanese institutions are lending their dollars in a much greater scale, which is lubricating global money markets and increasing the float of dollars.”
James Aitken Jun 25, 2018 ▶ 32:16 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Assertion Partly supported
Aitken: Fed provided $212B bridge loan to FDIC's bad bank
“Something that's still little commented on today is that the Fed provided a bridge loan to the tune of two hundred and twelve billion dollars to the FDIC's bad bank.”
James Aitken Jul 10, 2023 ▶ 22:00 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Prediction Partly held up
Aitken: Cumulative Fed rate hikes will bite by early Q4 2023
“But as we get into the back end of 2023, my best guess is no later than early fourth quarter. That's a guess. The cumulative impact of hikes starts to bite. The consumer starts to retrench a little. Continuing claims are heading up. The labor market keeps soft…”
James Aitken Jul 10, 2023 ▶ 48:34 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
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