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
Wang: Recent Drop in Hotel Demand Broke a 40-Year Historical Pattern
“Since 1987, you've only had hotel demand decrease in years of large global shock. What I left out was that it declined last year. Now you could say was liberation day, global shock, stock markets up. I don't think so. That broke a 40 year rule.”
Wang: The US has flipped from net importer to exporter of travel
“Up until 2019, the U.S. Was an importer of travel. More people came to the U.S. And stayed in hotels than left the U.S. To stay abroad. We have now become a significant exporter of travel. More people leave the U.S. To go abroad than come in.”
Wang: US Hotel Demand Has Grown ~2% Annually Since 1987
“Actually, if you go back all the way to 1987, which is as far back as you updated, you can see that demand for hotel rooms across the U.S. Has grown at just about two percent a year. For 40 years, and only ever declined in periods of global shock. So, 91 with …”