Marquee Finance by Sagar
Sagar Singh SetiaDemystifying The Macro Universe With An Unbiased View!
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 264 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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marqueefinancebysagar.comLatest Issues
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...
The Great Unwind!
Momentum Has Been Decimated!
We have been flagging the risk to the AI story for the past few weeks, as Chinese models continue to gain unprecedented market share at the expense of US frontier LLMs.
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.
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.
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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