 'Cause You're Otis Knight. Dear Reader… Now comes the point in the week that I ask you to support my writing… and analysis. We are up 12% since inception, while the rest of the market is flat… This isn’t complicated… here is my current portfolio for this letter…
I won’t say much else. I assume you want to read a letter to make money. I’ve just put out my weekly recommendation… You can click this link and pay $200 a year… Or the one below and pay $80. Your call… I’m tired, and I’m going to bed after a solid day of analysis. Stay positive, Garrett Baldwin About Postcards from the Edge of the WorldThe Postcards Doctrine holds that wealth, power, and stability do not persist through innovation, morality, institutions, or financial sophistication, but through control of chokepoints that remain productive across regime change. Civilizations rise and fall. Ideologies rotate. Technologies obsolete themselves. Financial instruments are rewritten, repudiated, inflated away, or nationalized. What survives is not what performs best in good times, but what continues to function when systems fail, rules change, and authority resets. The doctrine begins with a simple observation: extraction always migrates toward what people cannot avoid. Early on, extraction flows through trade. Then finance. Then regulation. Then platforms. Then metered access. Eventually, it settles on inputs that cannot be substituted, deferred, or digitized. Postcards are sent from the edge of these transitions. Each one documents a moment when the system tightens, when optionality narrows, and when value stops flowing to innovation and starts flowing to ownership. Enjoy.
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