Demystifying The Macro Universe With An Unbiased View!
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 267 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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marqueefinancebysagar.comLatest Issues
Houston, We Have A Problem!
The CDS Blowout Has Spread To The Semis!
Those who have been in markets for a long time know that credit markets lead the equity markets.
Beginning Of The End?
Is The "AI" Dream Run Coming To An End?
Since the launch of ChatGPT in October 2022, we have seen a dream run in equity markets, driven by a marvellous technological revolution.
The MELTUP!
An Epic Squeeze Across Assets!
Once again, we witnessed an epic squeeze across cross-asset markets.
Gradually, Then Suddenly!
“Leverage Thrills, But Kills"!
“Instead of just repeating or echoing what we’re saying back to us, they’re giving us somewhat, not perfect, their own judgment.”-Kevin Warsh.
Portfolio Update: July 2026!
Risks Continue To Pile Up In The AI Story!
Last year, we explicitly mentioned that the rising debt at hyperscalers will be the pain point of 2026, as the market's concern will grow exponentially due to rising depreciation costs and the hyp...
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Authors
The writers behind this newsletter.
A passionate macro and a bottom up investor since the last 13 years!
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