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 5 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
Papic: Dollar will fall, yields rise, and global equities beat US
“Because if Biden or Trump wins from a macro perspective, I think dollars going down, I think ten-year yields are going up. I think U.S. Equities are going to do well, but I think global equities are going to do better. Commodities are also going to do extremel…”
Papic: Polling shows 80% of Russians expected no war with Ukraine
“Only about 25, 30% of Russians would want to be in a single state. And vast majority of Russians, 80%, according to some of the polls I've seen, expected there not to be a war.”
Papic: Institutional allocators hold only ~2% China exposure versus 20-25% global GDP share
“Look, right now, from what we understand at Clocktower, the allocation to China is about two percent. For real money allocators, and it's like 20, 25% of global economy.”