Marquee Finance by Sagar
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An INFLECTION Point in the AI Story Soon?
Are You Ready For It?
Jul 11
•
Sagar Singh Setia
8
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
"Giant Liquidity Sucking Trade"!
One Sector Continues to Suck The Global Liquidity!
May 9
•
Sagar Singh Setia
13
1
Month In Charts: April 2026!
An Exceptional April!
May 5
•
Sagar Singh Setia
9
1
Buy The Rumour, Sell The News?
The FOMO Is Real!!
May 2
•
Sagar Singh Setia
15
1
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