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 10 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
Solar power purchase agreement costs are up over 50% since 2020 lows
“Meanwhile, you know, the cost of a PPA, a power purchase agreement, for solar is well off the lows. What kind of lows happened around twenty-twenty, and it's the cost, again, of delivered electrons from solar is, you know, probably 50% plus more expensive than…”
John Arnold Mar 4, 2026 ▶ 48:12 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
Classroom technology adoption increased over 20 years while outcomes declined
“We've adopted more and more technology in the classroom over that 20 years, and outcomes have gone down.”
John Arnold Mar 4, 2026 ▶ 1:09:57 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
Skin substitute manufacturers exploit a six-month federal reimbursement price loophole
“Right now, one of the big things is skin substitutes. So if you get a burn, you need some type of new skin on there's regs about how those get reimbursed and You know, the first six months whenever a product is released, they are, there's not history of to h…”
John Arnold Mar 4, 2026 ▶ 1:14:05 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
China has launched anti-involution policies to curb domestic tech overcapacity
“And so China has, you know, started this new process of anti-involution, of like trying to support the winners and make sure that they can build up to be healthy, strong companies and be really global competitors and not just kind of brought down by this overc…”
John Arnold Mar 4, 2026 ▶ 8:31 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
NIO built an EV factory and produced a car in 17 months
“So they went from, you know, first shovel in the ground to the first car coming off the line in 17 months, which was just phenomenal.”
John Arnold Mar 4, 2026 ▶ 5:18 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
China currently has over 100 different electric vehicle manufacturers
“And so right now there's apparently over a hundred different manufacturers of EVs in China.”
John Arnold Mar 4, 2026 ▶ 4:38 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
There are currently over 100 robotics companies in China
“The number of robotics companies? There's over a hundred now.”
John Arnold Mar 4, 2026 ▶ 6:32 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
Commercial flights between the US and China are down 70% since 2019
“The number of flights between the two countries is down 70%.”
John Arnold Mar 4, 2026 ▶ 9:26 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
The number of American students studying in China is down 90%
“The number of American students studying there was down 90%.”
John Arnold Mar 4, 2026 ▶ 9:39 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Assertion Supported
Plant Vogtle construction peaked at 9,000 onsite workers
“At its peak Vogel had 9000 laborers on site, many of which were highly skilled craftsmen, and trying to do that today in the United States is very difficult.”
John Arnold Mar 4, 2026 ▶ 41:52 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
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