Postcards From the Edge of the World
Postcards uncovers how markets and economic systems truly work and simplifies that knowledge so readers can protect themselves, seize alternative opportunities, and think independently in a system that rewards confusion and tries to extract from them.
- Top in Finance
- #146
- Paid leaderboard
- #282
- Subscribers
- 34K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 1k
- Followers
- 40K
- Paid plan
- $20/mo
- Recommends
- 63
- Podcast
- Yes
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What they write about
Essays on how markets and financial plumbing actually work, published as a numbered Postcards series alongside portfolio notes. Recurring subjects include collateral and market structure, the absorption of government debt, bank stocks, large-cap earnings events, and a running series on media and access.
- market structure
- collateral
- government debt
- bank stocks
- earnings
- media
Recent examples: Postcards: The Next Quarter’s Theme · Postcards: The Next Chokepoint... and Murphy’s Law (The Correct Email...)
Written from Postcards From the Edge of the World’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
22K on Sep 10, 2026 → 34K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #146 today · #125 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 28%
- Best rank seen
- #87
- Rank, 7 days
- −21 places
- Subscribers added
- +12K
- Followers added
- +1.7K
- Posts
- 6
- Reactions per post
- 28
- Reactions tracked
- 443
- Tickers covered
- 1
of 525 ranked finance newsletters
on Sep 16, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 16 posts
in tracked posts
Most-reacted post we have seen: Postcards from the Edge of the World: The Bailout — 98 reactions on Jul 28, 2026.
Recent posts
- Postcards: The Next Quarter’s Theme
- Postcards: The Next Chokepoint... and Murphy’s Law (The Correct Email...)
- Please Disregard the Last Email... (Postcards)
- I’m So Sorry... Here’s the Recommendation
Good evening. This one is coming out late. I have a thesis. It’s the SRH Total Return Fund (NYSE: STEW) And I want to stress this… I messed up. I went to Houston… I watched the Bills win in the worst way possible… and now I write this. My point is that STEW is a buy… and it’s because it’s basically Berkshire, JPMorgan, and Enterprise Product Partners sto…
- Tradeweb: The Toll on Collateral Velocity
- An Update on the Portfolio and Making Sense of Jackson Hole
To Whom It May Concern (You): I hope you’re well. The end of the summer is at hand, and I’ve been buried over the last week in the works linked to Jackson Hole. I went live last week on NVIDIA (NVDA) , its own process… and then spent a few days reading every single paper and every presentation that happened in Wyoming. As you know, our last recommendation was Tradeweb (TW)… and I’m currently working with Scott into a deeper exploration of this financial plumbing. I don’t want to get very philosophical this evening as there are two things that we want to discuss this evening. The first topic…
- Live on NVIDIA After the Bell
Good afternoon: I’m going to head over to Substack later today for NVIDIA and do a one-hour session on markets, NVIDIA earnings, and trade setups for tomorrow (including a lesson on using Anchored VWAP and new features on Finviz). Everyone is invited… so jump aboard. I’ll also cover insider buying, the Treasury Department, and preview Kevin Warsh’s speech on Friday. At 3 pm today, I’ll have a preview of NVDA earnings over at Me and the Money Printer. It’s free if you’re not already signed up . To join us live later this afternoon… Just click this link at 4 pm. And I’ll see you there… Stay…
- Postcards: The Rescue (Part 2)
Editor’s Note: I promised to get you a second report based after our Wednesday post on the Fed and regulators’ challenge to get out in front of the next crisis. The original version of this second article… was about 8,000 words. I’ve done a lot of surgery in two days. I know that some of this may be a little confusing… because the whole world of finance is VERY confusing. So please stick with me. You’re going to walk away understanding THE GAME better than 99% of the population. To Whom It May Concern (You) : This week, I received many questions about the Treasury Department’s decision to…
- Progress Update: A Bank Stock (or Six of Them)
Good evening: Last night, we dove into the shifting winds of modern policy and the questions about how we manage crisis. We’re stapling the plane together as we take off on a new, modernized financial system. I’m behind… and I’d rather just tell you… Two reasons… Given the shift in momentum in the market, and our sudden, simultaneous negative readings on the S&P 500, Nasdaq, and Russell 2000… I’ve been chained to the computer for most of the day focusing my attention on the market breakdown… and trying to identify where this stress is coming from. While trying to write a report on the future…
- Postcards: The Rescue (Part 1)
To Whom It May Concern (You) : I’ve been a bit tired after pushing through those 10,000 words on Mr. Leopold Aschenbrenner , the media, and the impact on markets. It’s incredible how finacnial leverage seems to show up again and stun everyone … It’s out of nowhere. Like magic… or Shoeless Joe Jackson. That lack of physical and mental energy has pressed me in a new direction on things… After my two morning shows and multiple deadlines… I’ve been cooking preparation for this weekend. I’ll be starting Hard 75 for the third time in my life, and I’m doing so not just because of the need for…
- Postcards: Leopold and the Media (Part III)
- Part Two: Leopold and the Media (The Access Economy)
“Skepticism is expensive before the collapse. After the collapse, it’s free.” In Part Two of Leopold and the Media, I put you in the shoes of a young journalist and interviewer cast into the upper echelon of financial media. How is it that people make mistakes, don’t challenge narratives, and start to merge with the machine? It’s all about incentives. Part I is right here. The Access Economy To Whom It May Concern ( You ) For months, the financial media had enough information to see that Leopold Aschenbrenner’s hedge fund combined extraordinary inexperience, heavy leverage, and a cultivated…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Postcards From the Edge of the World. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.