Different-ish perspective on SVB. Plus, some good charts. [https://system2randomwalk.substack.com/p/not-mad-just-disappointed](https://system2randomwalk.substack.com/p/not-mad-just-disappointed)

Todor Kostov

@holymoses A very interesting perspective especially with your point on how the panic was fuelled by the startup cliques on social media. Thanks for sharing!

Joey Hirendernath

Some reflections on SBV (that haven't already been made everywhere all the time), plus GPT charts, freight charts, and labor charts

https://system2randomwalk.substack.com/p/not-mad-just-disappointed

Not mad, just disappointed

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