Uh, what do you say to Elon Musk now talking about a third party which would compete if he really does it against your Democratic party and Trump's GOP. What do you say to him tonight. Well, listen.I understand why everyday Americans, not Elon Musk, why everyday Americans are frustrated uh with the status quo and the situation that they confront uh in this country where far too many people are struggling to live paycheck to paycheck, unable to get by uh in terms of the living the comfortable life that every ...

What Elon's going to have to do if he does the third party is put forward like find all these candidates who also want to cross Trump and then he will put them up for different congressional seats. So I covered Peter Teal's donations in the 2020 cycle. Teal spent more than $50 million to get essentially two Republican Senate candidates who were sort of far-right candidates uh to win their primaries.And it was it was pretty successful. both JD Vance and Blake Masters um managed to win their primaries. And on ...

Zoron mom Donnie uh came out of nowhere with less money, less fame, beat uh the the Democratic establishment, beat Mario Cuomo. Uh I should say Andrew Cuomo, son of Mario Cuomo, known in New York. Uh is that a good thing for the Democratic party.Well, he ran a tremendous race. He outworked the opposition. He outcommunicated the opposition. He out organized the opposition.And I think one of the things that was key about what he was able to do is that he ran directly at the issue of affordability across every ...

If you want to learn anything from the past 12 months, both democrats and republicans are the same.A third party is inevitable https://t.co/sOUr1f2EPH ...

Elon Musk going after Trump and the Republicans in a way that could really matter beyond just tweeting or talking. He is vowing to now begin a new political party that would compete with the Republican party. He says he'll call it the America Party.This Musk announcement comes amidst the break with Trump over the Republican budget, slashing subsidies, including things that that Musk wanted that benefit his companies. Trump lashing out further. So the feud that had died down is back this week, saying Musk is ...

I think it's ridiculous to start a third party. We have a a tremendous success with the Republican party. Uh the Democrats have lost their way, but it's always been a two-party system.[Music] [Music] I think starting a third party just adds to confusion. It really seems to have been developed for two parties. Third parties have never worked.So, he can have fun with it. But, uh, I think it's ridiculous. American car company in generations and his rocket company is [Music] sort of shift your focus entirely to ...

RT Shibetoshi Nakamoto (@BillyM2k)my opinion of the american party is as far as i can tell, both major parties in the USA are horrible and a third party that threatens them to be less terrible or even wins can’t be a bad thing ...

If you want to learn anything from the past 12 months, both democrats and republicans are the same.A third party is inevitable https://t.co/vmuP4eCUDrElon Musk (@elonmusk):@EricLDaugh @ScottAdamsSays Backing a candidate for president is not out of the question, but the focus for the next 12 months is on the House and the Senate ...

RT Mario Nawfal (@MarioNawfal)🚨🇺🇸 THE $5 TRILLION PROOF THAT AMERICA NEEDS A THIRD PARTYElon is right.When Congress passes the biggest debt ceiling increase in history, something is fundamentally broken.Senator Rand Paul exposed the uncomfortable truth: This bill adds $270 billion to the deficit next year while raising the debt ceiling by $5 trillion.That astronomical number isn't just spending, it's an admission that both parties have given up on fiscal responsibility.The cycle is predictable and soul-crus ...

Financial Data and Key Metrics Changes - Over the last five years, Moody's has achieved a top-line growth of 8% CAGR, with EPS also growing at 8%. In the last two years, revenue has grown at 14% and EPS at 21%, indicating strong operating leverage [3][4][7]. Business Line Data and Key Metrics Changes - The analytics business has seen a growth in ARR of 9% to 10% over the last few years, although it has decelerated somewhat in recent quarters [53]. - The KYC segment has experienced high teens ARR growth, driven by recent AI initiatives [59]. Market Data and Key Metrics Changes - Approximately half of Moody's revenues come from outside the United States, with significant investments in domestic markets in regions like Africa and Latin America [12][14]. - The private credit market is currently valued at around $2 trillion, with expectations for growth to $10 trillion or more, presenting substantial opportunities for Moody's [38][39]. Company Strategy and Development Direction - Moody's is focusing on integrating AI into its offerings, enhancing its data and analytics capabilities, and expanding its presence in private credit and KYC solutions [4][60]. - The company aims to maintain its competitive position by leveraging proprietary data and analytics, particularly in the insurance and banking sectors [10][11]. Management's Comments on Operating Environment and Future Outlook - Management noted that while there are headwinds from elevated treasuries and trade policy uncertainty, there are signs of recovery in the issuance markets [22][23]. - The demand for independent credit assessments is expected to increase, especially during credit cycles, reinforcing the need for Moody's services [48]. Other Important Information - Moody's has made significant acquisitions to enhance its capabilities, including investments in companies like Predicate and Cape, which are expected to drive growth in the insurance sector [72][74]. - The company is exploring new revenue models, including consumption-based pricing for certain content sets, to improve operating leverage [76]. Q&A Session Summary Question: What are the long-term margin targets for MA? - Management indicated a medium-term target for MA margins in the mid-30s, with potential for further upside as the business scales and integrates technology [75]. Question: How does AI impact M&A direction? - The company is considering investments in analytics businesses that align with the future of B2B software and AI, balancing current business needs with future opportunities [78][79]. Question: What opportunities does private credit present? - The growth of private credit into retail markets is seen as a significant opportunity for Moody's, as it will likely require more ratings and assessments [81][82].