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 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
Davis: Private equity reporting returns without leverage adjustments is despicable
“It's just despicable that you show your returns, but you don't adjust them for leverage. Like benchmark them to the S and P with the same amount of leverage”
Roger Martin: Rating agency analysts are inherently worse at assessing bonds than market traders
“The only reason they would be in that chair is that they're not particularly good at rating bonds, right? Because if they had a skillset that made them good at rating bonds, what chair would they be sitting in? ... They'd be either sitting in a chair at Goldma…”