There's a shift taking place in markets this year, away from the tech winners of recent memory and into HALO stocks. That stands for "heavy asset, low obsolescence." It's the market's hot new trade, but the term's inventor says Wall Street is misunderstanding it. The HALO framework says companies with substantial physical capital and durable economic relevance will outperform asset-light businesses like software makers, and has been flagged as the antitode to investors' AI panic. Josh Brown,