Not mad, just disappointed
Some reflections on SVB (that haven't already been made everywhere all the time), plus GPT charts, freight charts, and labor charts
Random Walk returns to titillate with the short-form. Get it while supplies last!
Scatterplots
The chains are supplied!
Freight rates—the white line—are flatlining (in line with pre-pandemic trends):
Yet another reminder that consumer-demand driven inflation is long gone (and has been for a long time).
