The latest market moves in response to the US war with Iran have led Goldman Sachs to update its list of high-conviction stock picks this week, The bank added two stocks in the energy and defense sectors. The conflict in the Middle East comes amid a broader rotation into "old economy" plays as the market rewards "HALO" (heavy asset, low obsolescence) assets, like Goldman's latest stock picks. "Investors are finally giving more value to old world capital intensive businesses that is now