I am still on travel but monitoring the big picture of the current poly-crisis. Above, Oil expert Jeff Currie has been one making some of the most dire warnings. Short 2 minutes above, longer discussion below. Addresses the disconnect between the dire threat to physical markets and the relatively muted response of oil futures. If people like Currie are right, there is a very sharp cliff coming.
Just looked up “HALO trade”: Josh Brown, co-founder and CEO of Ritholtz Wealth Management, coined the term HALO as a way to identify companies immune to AI disruption.
Heavy Assets, Low Obsolescence means moving away from digital, software-heavy tech stocks into traditional companies with physical infrastructure.
Those physical companies, though, can still suffer from being cut off or from paying high premiums from resources that China controls, from aluminum and gallium to cheap drone innards.
I’m sure AI can solve this problem.
Just looked up “HALO trade”: Josh Brown, co-founder and CEO of Ritholtz Wealth Management, coined the term HALO as a way to identify companies immune to AI disruption.
Heavy Assets, Low Obsolescence means moving away from digital, software-heavy tech stocks into traditional companies with physical infrastructure.
Those physical companies, though, can still suffer from being cut off or from paying high premiums from resources that China controls, from aluminum and gallium to cheap drone innards.