Marquee Finance by Sagar
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Gradually, Then Suddenly!
“Leverage Thrills, But Kills"!
Aug 1
•
Sagar Singh Setia
9
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
Weekly Update!
A Short update From Africa!
Jun 9
•
Sagar Singh Setia
12
1
May 2026
Portfolio Update: May 2026!
2026 is turning out to be a year of bubbles!
May 30
•
Sagar Singh Setia
10
1
Cracks In The AI Story?
As We Approach OpenAI/Anthropic IPO, AI Labs Are Tightening The Screws!
May 23
•
Sagar Singh Setia
14
1
"Thucydides Trap"!
Xi Jinping Draws The Red Line As Global Bond Market Implodes!
May 16
•
Sagar Singh Setia
17
3
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