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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
Issues252Founded4 years agoLast Issue10 days ago
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Latest Issues

"Giant Liquidity Sucking Trade"!

One Sector Continues to Suck The Global Liquidity!

We are witnessing unprecedented price action across global cross-asset markets, with liquidity flowing towards a particular “asset” class as the corporate world spends trillions of dollars...

10 days ago
12
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Month In Charts: April 2026!

Equity market bears had to run for cover as we saw a stealth rally led by the semiconductor names.

Countries with exposure to these names (South Korea, Taiwan, Japan and the US) have outperformed since the March lows.

Marquee Finance by...

14 days ago
9

Buy The Rumour, Sell The News?

The FOMO Is Real!!

There were some murmurs about right-tail risk while the war was at its peak in March, but only a few expected the equity markets to rip higher without taking a breather.

17 days ago
15
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"The Black Swan"!

The World Once Again Grapples With "Unknown Unknowns"!

Taleb, in his masterpiece “Black Swan: The Impact Of Highly Improbable”, mentions "Platonicity".

23 days ago
15
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The Million Dollar Question!

Next Few Days Are The Most Crucial!

The Million Dollar Question:

a month ago
9
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Authors

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  • Sagar Singh Setia

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

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