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 6 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
Coogan: SpaceX is hiring BofA, Goldman, JPMorgan, and Morgan Stanley for IPO
“SpaceX is set to hire Bank of America, Goldman Sachs, JP Morgan, Morgan Stanley to lead its IPO.”
John Coogan Jan 23, 2026 ▶ 19:28 Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
Assertion Supported
Hays: Software stocks saw record 34% non-recessionary drawdown wiping out $2T
“Software has undergone the largest non-recessionary, twelve-month drawdown in over 30 years. That's -34%. Wiping out two trillion of market cap from the peak.”
Jordi Hays Feb 14, 2026 ▶ 3:21 Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
Assertion Supported
Coogan: JPMorgan Is Buying $20B Apple Card Debt at $1B Discount
“There's a little bit of both the twenty billion dollar card balances. That's trading JP Morgan's acquiring that at a one billion dollar discount instead of an eight percent premium, you would expect that they would pay 21.6. They're actually paying 19 for this…”
John Coogan Jan 9, 2026 ▶ 2:04 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Assertion Supported
Hays: Software Has Suffered Its Largest Non-Recessionary Drawdown in 30+ Years
“Software has undergone the largest non-recessionary, twelve-month drawdown in over 30 years. That's -34%. Wiping out two trillion of market cap from the peak. This is JP Morgan as of a couple days ago.”
Jordi Hays Feb 13, 2026 ▶ 4:15 Become Unsloppable: How to Survive the Great Software Collapse
Assertion Contradicted
Major Banks Offer 60% Valuation Buyouts for Government Appointees' Illiquid Shares
“I did hear a incredible financial innovation. I think it's from JP Morgan or Goldman is one of those two. They offer a service where if you're taking a government post and you need to divest assets, they will basically buy it at like 60% of like the last mark.”
Jordi Hays Nov 23, 2024 ▶ 2:08:58 FACT CHECKERS vs. tech article (ep14)
Assertion Supported
Coogan: Apple Card Program Is Moving From Goldman Sachs to JPMorgan
“The Apple Card program is moving from Goldman Sachs to JP Morgan.”
John Coogan Jan 9, 2026 ▶ 0:28 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
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