Marquee Finance by Sagar
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Monthly Portfolio Update: August 2026!
A Beat Across All Risk Parameters!
16 hrs ago
•
Sagar Singh Setia
6
1
Houston, We Have A Problem!
The CDS Blowout Has Spread To The Semis!
Aug 22
•
Sagar Singh Setia
10
1
Beginning Of The End?
Is The "AI" Dream Run Coming To An End?
Aug 15
•
Sagar Singh Setia
12
2
The MELTUP!
An Epic Squeeze Across Assets!
Aug 8
•
Sagar Singh Setia
10
3
Gradually, Then Suddenly!
"Leverage Thrills, But Kills"!
Aug 1
•
Sagar Singh Setia
10
2
1
July 2026
Portfolio Update: July 2026!
Risks Continue To Pile Up In The AI Story!
Jul 25
•
Sagar Singh Setia
7
7
1
The Great Unwind!
Momentum Has Been Decimated!
Jul 18
•
Sagar Singh Setia
8
1
An INFLECTION Point in the AI Story Soon?
Are You Ready For It?
Jul 11
•
Sagar Singh Setia
9
2
Peak Hawkishness?
A Fed Pivot Soon?
Jul 5
•
Sagar Singh Setia
7
1
June 2026
Portfolio Update: June 2026!
A Tumultuous First Half (H126)!
Jun 27
•
Sagar Singh Setia
7
1
A Historic Regime Change?
A Historic Overhaul At The World's Most Powerful Central Bank?
Jun 20
•
Sagar Singh Setia
12
1
The Fragile AI Story!
Amid The Historic SpaceX IPO, Fresh Cracks Appear In The AI Story!
Jun 13
•
Sagar Singh Setia
8
1
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