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October 30, 2026 - Tech Stocks Are Getting Dumped — Is the HALO Trade Taking Over Wall Street?
Wall Street's technology trade is under pressure, and a new market rotation is gaining attention. As investors reassess crowded growth positions, capital is looking toward a different kind of opportunity: businesses built on physical assets, durable cash flows, and resilience to technological disruption.
In this episode of Market Pulse, we examine the forces driving technology liquidation and the rise of the HALO trade — Heavy Assets, Low Obsolescence. From energy and industrials to infrastructure and other capital-intensive businesses, the market is reconsidering where long-term value…
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