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Alexander Bottema is a middle-aged computer programmer in Massachusetts. On the surface—a normal guy. However, he recently did something extraordinary.

Finding value becomes more challenging as an investment cycle matures. 

No one rings a bell to signify a market top. It sneaks up on us.

The music just stops.

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At the stroke of midnight, February 3, 1959 started out an ordinary day.

An hour later, what happened in an Iowa cornfield made it an extraordinary day in the eyes of American pop culture.

There was a popular game show in the 1950s called “I’ve Got a Secret.” A celebrity panel received clues, then they tried to guess a contestant’s “secret.”

Let’s play a similar game.

Using these clues, try to guess the stock being referenced: 

Do you dare to do what you love? Do you connect the dots to find your way forward, no matter what? 

I named my firm Silverlight to highlight an important idea. That is: adversity always carries a silver lining. 

"Are you going to evacuate?" 

“No,” she replied.

Monetary officials will soon begin rolling back quantitative easing programs. So, it is a good time for investors to survey the present landscape and review their positioning.

Investor cash levels are near an all-time low. Meanwhile, Warren Buffett is sitting on a record amount of cash. 

How much cash do you have on the sidelines? How much should you have? 

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There is a deal people on Wall Street refer to as “The IPO.”

Saudi Aramco is scheduled to go public late next year. Some estimate the company’s value could be as high as $2 trillion. In case you’re wondering—that’s almost 5x Apple’s value.