What do you guys think about Gina Raimondo?
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Cocoa - supply concerns rear their ugly head (again)

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What are the odds a Russia-Ukraine ceasefire deal gets signed Thursday?
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Kernel - Ukrainian sunflower seed oil producer at 5X earnings
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
What’s driving the stock market rally?
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Wall Street so fickle

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Long by the truckload

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Bruce Kovner - principles
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Putin offers direct talks with Ukraine on May 15
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What company has the biggest MOAT?
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
Pakistan says it has launched military retaliation against India
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Donald Trump proposes to raise income taxes on wealthy Americans
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When you mark your own book, everything looks great!
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India conducts military strikes on “terrorist camps” in Pakistan
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They just keep going…

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America and Ukraine agree on a minerals deal, a good omen for the peace process
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U.S. payroll growth totals 177,000 in April, defying expectations
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Oil price slumps after Saudi-led Opec+ expands production
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The one region where the traditional right is on the rise
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Do you currency hedge for international stocks?
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
Top Indo-Pacific commander warns Beijing is outpacing Washington in weapons production
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Donald Trump is right to go after metals in the deep sea
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Birthright citizenship increases assimilation
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Buffett announces he will retire at the end of the year
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Chinese military exercises foreshadow a blockade of Taiwan
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