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 Supported
The $1.2 Trillion High-Yield Bond Market Is Five Times Levered
“What you have is a massive market, about 1.2 trillion of bonds in the high yield market, half of which Are double B and half of which are below double B. That is weak. It's five times levered. And you have a market that's very vulnerable.”
Peter Troob Jul 2, 2018 ▶ 17:51 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
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