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Marquee Finance by Sagar

Sagar Singh Setia

Demystifying The Macro Universe With An Unbiased View!

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Substack
PricingFreemiumPublishesWeekly
Issues261Founded4 years agoLast Issue10 days ago
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Latest Issues

An INFLECTION Point in the AI Story Soon?

Are You Ready For It?

The internet has been abuzz since yesterday about a serious issue in GPT 5.56 SOL, as multiple reports indicate that Sol accidentally deletes “ALL” the Mac files.

10 days ago
9
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Peak Hawkishness?

A Fed Pivot Soon?

Those who have been in markets for the last two decades know that liquidity and central bank policy are the biggest drivers of the financial markets.

16 days ago
7
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Portfolio Update: June 2026!

A Tumultuous First Half (H126)!

Before we start this week’s newsletter, our thoughts and prayers go out to the beautiful people of Venezuela. May God grant them strength to recover from the devastating disaster they experienced this week.

24 days ago
7
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A Historic Regime Change?

A Historic Overhaul At The World's Most Powerful Central Bank?

“My colleagues over the last two days, and frankly, the first three weeks I’ve been here, they’ve been very open about changes. Change isn’t easy; change is filled with risk.”-...

a month ago
12
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The Fragile AI Story!

Amid The Historic SpaceX IPO, Fresh Cracks Appear In The AI Story!

The US capital markets saw a historic milestone with SpaceX's IPO, which raised $75 billion, marking it as the largest IPO in history.

a month ago
8
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  • Sagar Singh Setia

    A passionate macro and a bottom up investor since the last 13 years!

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