Dark Sage

We all are a piece in the puzzle. Tesla investor/proponent. Free markets. Housing. Peace. Ethics. Integrity.

[Dark Sage @DarkSageInvests]

CPI Released March 11 2026

[Dark Sage @DarkSageInvests]

@chigrl Never fails, I'm well fed and then hungrily look at your post.

[Yun-Ta Tsai @yunta_tsai]

You don’t need qualifications to realize an idea.

If you need qualifications, then maybe that idea is not good enough to convince you to pursue it.

[Dark Sage @DarkSageInvests]

Isn't a University a place to question and discover what is not known?

[Elon Musk @elonmusk]

@jawwwn_ @60Minutes There is obviously no “degree” you can get from a university that actually teaches you how to make an orbital rocket, as none of the professors know how to do it!

[Dark Sage @DarkSageInvests]

@Polymarket Priorities

[Dark Sage @DarkSageInvests]

@3lectricBrawl My frunk bag stays packed and ready for a road trip. Love it!

[Dark Sage @DarkSageInvests]

@TheCaptainEli Definitely useful, easy.

[Dark Sage @DarkSageInvests]

@MomAngtrades You would think we are collecting votes by Pony Express and tabulating by hand vs utilizing today's technology.

[Dark Sage @DarkSageInvests]

@KatieMiller Obviously, the CA Secretary of State's office and CA government is in the Dark Ages to take so long to tabulate votes.

[Peter H. Diamandis, MD @PeterDiamandis]

The thing nobody tells you about exponential change is that it feels like nothing is happening right up until the moment everything happens at once.

[Dark Sage @DarkSageInvests]

@wholemars Canyon roads at dusk, freeways at sunrise FSD handles beautifully (occasional phantom braking for shadows), but trusted intervention free distances.

[Dark Sage @DarkSageInvests]

@wholemars It is good, but not nearly intervention free to support a coast to coast trip. I've had to intervene when a bicyclist was about to cross in a crosswalk and similar when a jogger ran into the street in the crosswalk. There are times to pull over to use my phone or navigation.

[Dark Sage @DarkSageInvests]

Interesting comparison

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[Dark Sage @DarkSageInvests]

@APompliano Less government involvement, not more. It is a beast that we keep feeding.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. May ISM Manufacturing PMI data - Monday

2. April JOLTS Job Openings data - Tuesday

3. May ISM Non-Manufacturing PMI data - Wednesday

4. Initial Jobless Claims data - Thursday

5. May Jobs Report - Friday

6. Total of 7 Fed Speaker Events This Week

This week is all about the labor market.

[Dark Sage @DarkSageInvests]

@imPenny2x Being yourself

[Dark Sage @DarkSageInvests]

@chigrl Such a temptress!

[Dark Sage @DarkSageInvests]

@marketplunger1 Some, like Barrick, also provide materials for that AI infrastructure.

[Dark Sage @DarkSageInvests]

@SenWarren Have you voted to decrease Federal spending?

[Dark Sage @DarkSageInvests]

@SecKennedy For some reason I'm seeing burgers but thinking of snakes.

[Dark Sage @DarkSageInvests]

@brivael Even seeing people as enemies hurts us. The positioning of bad ideas, not people is helpful.