05/21/2026
Why did Willie Sutton rob banks?
“Because that’s where the money is.”
This week’s market video discusses one of the most overlooked investing risks: opportunity cost.
If Apple outperformed Disney 3x over 20 years… why continue owning the laggard?
We also discuss how avoiding AI and tech leadership in early 2024 caused many investors to significantly underperform.
Watch this week’s breakdown below 👇
This week’s video starts with legendary bank robber Willie Sutton’s famous line about why he robbed banks:“Because that’s where the money is.”Oddly enough…th...