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
- #60
- Paid leaderboard
- #285
- Subscribers
- 34K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 1k
- Followers
- 40K
- Paid plan
- $20/mo
- Recommends
- 64
- Podcast
- Yes
rounded by Substack
other newsletters
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: Real Quick · Postcards: Why I Own What I Own (And Plans for This Weekend)
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 Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #60 today · #62 a week ago · #109 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 12%
- Best rank seen
- #59
- Rank, 7 days
- +2 places
- Rank, 30 days
- +49 places
- Subscribers added
- +12K
- Followers added
- +2.2K
- Posts
- 8
- Reactions per post
- 23
- Reactions tracked
- 535
- Tickers covered
- 1
of 525 ranked finance newsletters
on Oct 20, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 23 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: Real Quick
Woof… see… You know I’m thrown off if I’m sending emails to the wrong list… Just a quick reminder…
- Postcards: Why I Own What I Own (And Plans for This Weekend)
Good afternoon… I trust you’re well. Today’s email previews a bigger, broader question about the markets… Why do we own what we own? I’ve been doing this story with you for two weeks, and I said I want to have confidence in what I own… and why I own it. Today we're talking about the top baseball cards I own… and why I have made… at least 100% on each of these cards. I’ve held through the ups and downs of baseball… and I’m not selling… I’ve invested. Huge difference between trading and investing… The point of this email to you is to explain… I want to own these cards. You can say… it’s weird…
- On the Waterfront...
Good evening: We’ve condensed yesterday's conversation into a single PDF… So, I’ve attached it… including all of the insight and analysis on the name. This went over well, so I plan to do another call next week with a pipeline or electricity company and walk you through the key traditional valuation metrics.
- Postcards: Something Good This Afternoon
Here are the slides… We’ll have a full transcript tomorrow. Best, -G- Here's My Download 11.3MB ∙ PDF file Download Download
- Live in 15 Minutes (Link Is Here)
Good afternoon: It looks like there was a mix-up with a link… That’s fixed. It’s here. See you in 15. -G-
- Something Different - Our Next “Miracle” Stock (Recording Live at 12 pm)
To Whom It May Concern ( You ): Good morning. I am wrapping up our content for the next idea and the next trade. And I think it's a modern miracle worth our consideration. Today… I’m doing something different. I’m going to record a conversation with you. And I’ll set up a transcript of it. You can listen to what I have to say… or you can read about it. I think asking you to read 3,000 words on a Friday is a lot… But I also want you to hear the inflection in my voice… of what I’m thankful for… and why I think owning a name like today’s company is good for you. The other important part… I’m…
- Postcards: What the Blood Test Found
To Whom It May Concern (You): When I turned 33 years old, I had a pain in my chest. A funny feeling… like I’d slept on my side funny. I didn’t think much of that. But it started to nag, a sort of… icepick feeling. Two weeks after this, it moved into my shoulder. I assumed that it was just linked to sleeping funny and an old rotator cuff injury. But there …
- Postcards: The Next Quarter’s Theme
To Whom It May Concern (You): Over the last week, I’ve thought about a new investment theme and editorial focus for this quarter. Postcards from the Edge of the World began as a narrative about extraction models, pivoted to chokepoints, and has evolved into deeper discussions about the next phase of AI and money... I think it’s important to consider a new theme each quarter because it forces us to reassess the world in which we live. I have no desire to keep revisiting the same chokepoints, and I know that you’re always looking for a different approach to markets. As a researcher and writer…
- Postcards: The Next Chokepoint... and Murphy’s Law (The Correct Email...)
Editor’s Note: This is the correct version. If you need me, I will be a sleep… Never do a podcast… and a long article in the same day that you should be resting… But that’s all thanks… to a Saturday lost… Thanks for your understanding. Life happens… To Whom It May Concern ( You): There is something odd about September. And I can’t ever put my finger on it. I love the weather, but I find that funny things tend to happen. This month has been a bit of a pain on the content side. I lost a camera… I lost my iMac to power (with a lot of data on it… but not all of it). I lost a recording device…
- Please Disregard the Last Email... (Postcards)
I thought I was sending out a different email … and SubStack confused me. Please disregard. The complete email will be done in about 60 minutes. Best, Garrett
- 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
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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: Oct 21, 2026.