Most investing advice tells you what to buy. This week's video asks a different question: how should your portfolio be built — and what does it cost you when it's built wrong?

The answer comes from Rory Sutherland, one of the most original thinkers on human behaviour alive today. He wasn't talking about investing. But what he said about bees, shopping habits, and a famous mistake at a record label turns out to be one of the best arguments for portfolio structure you'll ever hear.

This week's market news made that lesson feel timely.

Saturday's video asks a simple question: what does a bee colony that has been running the same strategy for 20 million years have to teach a long-term investor?

The answer involves Rory Sutherland, Howard Marks, and the Decca Records executive who turned down the Beatles — and it lands on a very specific argument about portfolio structure.

Eighty percent of your capital should behave like the waggle dance followers. The other twenty percent is something different entirely. This one is worth your time.

The market is expensive… historically expensive.

Most of the biggest stocks are already fully priced. Capital has crowded into the same mega-cap names — making true value harder and harder to find.

By early 2026, institutional money had stayed concentrated. Smaller companies had been overlooked. And beaten-down names had been left behind.

But here's the real question…

When the broader market is this expensive — which stocks are still cheap enough to offer real upside?

Our new report reveals 10 undervalued stocks trading under $10 per share — from companies too small for institutional money managers to touch… to out-of-favor names already working their way back.

If you're looking for real value in an overpriced market, start here.

View The 10 Stocks Now

Cisco delivered a striking earnings beat this week, with third-quarter results and guidance both clearing Wall Street's expectations by a meaningful margin. The more consequential number was its AI orders guidance, which the company raised from $5 billion to $9 billion for the full year. Shares surged 17% — a reminder that the networking giant has quietly become one of the most important AI infrastructure businesses in the world.

Nvidia added more than $900 billion to its market value in seven trading days this week, pushing it toward a $6 trillion valuation — a level no company in history has ever reached. The rally was partly driven by US government clearance to sell H200 AI chips to ten Chinese companies, including Alibaba and Tencent, opening a market that has been largely closed for two years.

President Trump wrapped up a two-day summit with Xi Jinping in Beijing, with China agreeing to purchase 200 Boeing aircraft. Stocks surged on Thursday as the meeting progressed — the S&P 500 closed above 7,500 for the first time and the Dow recaptured 50,000 — before pulling back on Friday as the final communiqué fell short of the sweeping policy breakthroughs the market had priced in.

Greg Abel's first quarterly 13F filing as Berkshire Hathaway's CEO revealed a sweeping portfolio renovation. He increased Berkshire's Alphabet stake by 224%, added Delta Air Lines as a brand-new position, and tripled the holding in the New York Times. At the same time, he continued trimming Bank of America. Berkshire's cash pile now stands at $397 billion.

Jerome Powell's chairmanship of the Federal Reserve officially ended on May 15. The Fed named him chair pro tempore until Kevin Warsh — Trump's January nominee — is confirmed by the Senate. Markets received the transition quietly. Warsh served on the Fed board from 2006 to 2011 and his views on monetary policy are well understood by investors and traders alike.

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