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 7 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
Multani: FDIC reported $600B unrealized loss hole across US banks
“The stat I saw that the FDIC had put out was like a six hundred billion dollar hole in bank balance sheets across the US.”
Multani: SVB carried a $15B unrealized hole in held-to-maturity assets
“So you know there was a fifteen billion dollar hold in the book, but what they carried them at, yeah, what they carried them at was the fifteen billion higher.”
Multani: SVB financed roughly 60% of US community solar projects
“It's like, 60% of community solar projects. Yeah, that was in that same article. I think it's sort of a, sort of like a remarkable stat, because it's such a huge, and again, I'm sure a lot of it is in this area, so some of it has to do with geography as well, …”
Multani: Pre-revenue climate startups raised public capital at low costs
“These early stage companies that might be pre-revenue, certainly pre-cash flow, they were able to raise money to fund those cash flow losses in the public markets, also at very low effective costs of capital as well.”
Multani: ESG fund flows have been more resilient than conventional flows
“The ESG fund flows, the ones that can go back and forth, have actually been more resilient. Look, everything is down, right, but have been more resilient than conventional fund flows.”