> Shareholders are generally not interested in furthering national geopolitics. I don't think that's true. Look at all the corporate action about Ukraine for a

> Shareholders are generally not interested in furthering national geopolitics. I don't think that's true. Look at all the corporate action about Ukraine for an example of interest in geopolitics - lots of donations, public statements, etc. And then there's companies actually in Ukraine, or next door - when politics gets unstable enough, contributing to the stability/security of the country over the short term of the company looks like the right move. Evaluating when that point is reached is probably about as contentious as any other decision in politics.