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
- #58
- Paid leaderboard
- #285
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 1k
- Followers
- 40K
- Paid plan
- $20/mo
- Recommends
- 65
- Podcast
- Yes
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: Valuation and Compounders · Postcards: Valuation, Deals, and Compounders
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: #58 today · #58 a week ago · #76 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 12%
- Best rank seen
- #54
- Rank, 30 days
- +18 places
- Followers added
- +2.1K
- Posts
- 8
- Reactions per post
- 22
- Reactions tracked
- 641
- Tickers covered
- 1
of 525 ranked finance newsletters
on Nov 9, 2026
since tracking began
last 30 days
average, recent posts
across 29 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: Valuation and Compounders
Get more from Garrett Baldwin in the Substack app Available for iOS and Android Get the app
- Postcards: Valuation, Deals, and Compounders
Good afternoon: Today, we’re live at 12… Today, I'll help you understand what a company really earns… Then we’ll talk about methods to discover what it’s worth… Then, you can decide whether its stock is worth buying at today’s price. Next, we’ll look at tools to find great businesses that can turn their profits into even more money… That’s the lesson… and a few wealth-building names... I’ll be doing the live version here. THIS IS TAPED, and it will be published afterward. It will be on the site for people to watch this weekend. Stay positive, Garrett Baldwin
- Postcards: What Are We Really Buying in the S&P 500?
To Whom It May Concern (You): In recent days, I’ve been both excited… and a little bummed. The truth is… the Geneva Report I’ve cited over at Me and the Money Printer since Saturday covered a lot of what I’ve discussed in recent years and confirmed many suspicions. None was bigger than dealer capacity constraints and how they fuel dependency on Fed (or other policy) intervention. Over the last year, I’ve been peeling back a lot on the U.S. markets… And I’ve reached this point now where I think I’ve put the whole puzzle together, and can get back to sitting on this deck and working on the…
- Live with Garrett Baldwin
Get more from Garrett Baldwin in the Substack app Available for iOS and Android Get the app
- Postcards: Live in 10 (PDF Attached)
Good Afternoon: We’ll be live… right here… in 15 minutes for our latest update on stocks and ideas… and things that make the world better. We’ll cover the electricity markets, Energy Transfer (ET) , and how to value MLPs against each other… The link is here… The slide deck is below…
- Postcards: ET Phone Home...
Good morning: Thank you for giving me a few days to get a number of matters in order. Tomorrow, we'll hold a live investor education session focused on a major demographic (positive) at 12 pm. The link is here. We will cover Energy Transfer, tracking insider buying activity, and the importance of electricity not only as a driver of human expansion, but …
- 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…
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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: Nov 10, 2026.