The HALO Trade: Investing in AI-Resistant Companies
En resumen
- Investors are adopting the "HALO" (heavy assets, low obsolescence) trade, focusing on companies AI is unlikely to disrupt.
- This strategy, coined by Josh Brown, sees stocks like FedEx and ExxonMobil performing well, with a new ETF, LOHA, tracking these AI-resistant businesses.
Resumen generado por IA
Investors are adopting the "HALO" (heavy assets, low obsolescence) trade, focusing on companies AI is unlikely to disrupt. This strategy, coined by Josh Brown, sees stocks like FedEx and ExxonMobil performing well, with a new ETF, LOHA, tracking these AI-resistant businesses.






