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

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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