A reminder, though I'm sure you know: it's Berkshire Hathaway's shareholder meeting weekend. The carnival of capitalism is a spring ritual for the true believers, and every year it becomes a bigger and bigger event. All the disciples of Buffett, who attend perhaps in hopes of channeling their inner billionaire, hang on every word looking for the version of investing truth they want, somewhere in his comments.

This year, it promises to be even more exciting: the search for hidden messages will be even more intense because of last week's announcement of the purchase of Wrigley by Mars and Berkshire.

(Author's note: I, and accounts I manage, own both Berkshire and Wrigley.)

I won't be attending the meeting. I used to go to it, back when it was small - oh, say only about 3,000 attendees. Intimate, by comparison to today's mob. The coverage of it has been terrific over the years: I can't say it's as good as being there, but being there isn't quite as good as being there, either. There's only one Buffett (and one Munger); their results speak for themselves, and they say a lot. I'll content myself with the media coverage, I guess. I understand that Fox Business channel will be covering it all weekend long, and capping it off with an hour-long interview with Buffett on Monday morning. (In case you're interested.)