The Next Big Boom

We’re at the top of an historic stock market boom in US large cap stocks. It’s been so potent, it’s sucked in capital from the rest of the world as if by an industrial vacuum cleaner.

West Palm Beach, Florida

Wednesday, January 8

By Tom Dyson, Investment Director

"Does anyone want a tire?"

Everyone chuckled. Beside our tour bus was a pile of gigantic used dump-truck tires. Each one wa…