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
Trump Organization Is the Landlord for LVMH's Midtown Louis Vuitton Store
“The Arnaud's conglomerate, even pays rent to the Trump Organization, which is the landlord for LVMH's Louis Vuitton store in Midtown.”
Jordi Hays Feb 21, 2025 ▶ 3:15 The END of LUXURY GOODS? (Trump’s Tariffs)
Assertion Supported
LVMH's US Market Is as Large as All of Europe Combined
“Trades would be a blow to Arno's empire, whose largest market is the U.S., equal in size to all of Europe combined.”
Jordi Hays Feb 21, 2025 ▶ 0:55 The END of LUXURY GOODS? (Trump’s Tariffs)
Assertion Partly supported
LVMH sales in China plunged around 20% in 2024
“LVMH is counting on strong US demand to power its growth in the coming years. After sales in China, the second biggest market plunged around 20% last year.”
John Coogan Feb 21, 2025 ▶ 9:04 The END of LUXURY GOODS? (Trump’s Tariffs)
Assertion Supported
Thinner Margins Make Absorbing Tariffs Harder for LVMH's Drinks Division
“The drinks business faces more difficult straits in the conglomerates leather goods and fashion divisions. Drinks have much thinner profit margins, making it harder for them to absorb any additional levies.”
John Coogan Feb 21, 2025 ▶ 24:21 The END of LUXURY GOODS? (Trump’s Tariffs)
Assertion Supported
LVMH operates 14 factories in the United States
“LVMH operates 14 factories in the United States already and is planning to pump more money into Tiffany, the iconic American jeweler it acquired in 2021.”
John Coogan Feb 21, 2025 ▶ 9:59 The END of LUXURY GOODS? (Trump’s Tariffs)
Assertion Contradicted
Coogan: LVMH Spends 10x More on Tiffany Stores Than Prior Owners
“LVMH is spending 10 times more on Tiffany stores than its previous owners and more than twice as much on marketing.”
John Coogan Feb 21, 2025 ▶ 25:39 The END of LUXURY GOODS? (Trump’s Tariffs)
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