Postcards: The Rescue (Part 1)
We’ll eventually learn how to manage crisis.
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.
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Latest posts
Postcards: Leopold and the Media (Part III)
What Happens When the Broker Changes the Locks
Part Two: Leopold and the Media (The Access Economy)
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.
Postcards: Leopold and the Media (Part I)
In a three part series this week, I talk about financial media, access journalism, and one trade explicitly linked to extraction in institutional finance and a chokepoint around panic.
On Lockheed Martin (LMT)
Tonight is not an issue... tomorrow is the next Postcards. Tonight is just a promised update on Lockheed, and an update on the portfolio
Postcards from the Edge of the World: The Bailout
A letter from late 2029... The mechanics of the weekend, and the precedents that made it inevitable.
I Missed My Deadline (I Don't Even Like Wine)
Apologies...
Postcards: The Retirement Edition
The only people worth your time in the retirement industry are the ones doing things outside of picking investments for retirement. Remember this...
Postcards from the Edge of the World: Vol. "250"
A reflection on private equity and public markets one week after America's 250th Anniversary.
Postcards from the Edge of the World - Vol. 27
Today we talk about the extraction machine... and the bailout machine...