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.

2statements match

2resolved → 0open claims → 0supported → 0contradicted →

why aren't all 2 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

Jeffrey Gundlach's Active ETF Holds Over 50% in Mortgage-Backed Securities

“I mean, you look at Gunlock, he's got a great portfolio, But he's got over 50% in mortgage-backed securities, right?”

Tom Lydon Jun 11, 2018 ▶ 51:17 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

Assertion Partly supported

Lydon: 1980s and 1990s mutual funds averaged 150 bps management fees

“So it was average to see a 150 basis points, but quite often you'd see hot managers that would be above two percent.”

Tom Lydon Jun 11, 2018 ▶ 12:22 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

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