Moody’s is not just a credit rating agency — it is one of the foundational infrastructure providers of the global financial system. Every year, governments, corporations, banks, and structured finance issuers collectively raise trillions of dollars in debt, and most of that debt requires a Moody’s rating to access institutional capital markets.Read more

The real business is not home health. It is pharmacy.Read more

GE Vernova sits at the center of one of the most important industrial shifts of this decade: the explosive growth in electricity demand driven by AI data centers, electrification, and grid modernization. While many investors focus on semiconductor companies benefiting from AI, GE Vernova is effectively the “power infrastructure backbone” enabling the entire ecosystem.Read more