Paul Kedrosky
Paul Kedrosky
@paul@paulkedrosky.com · Mar 1

I heard a discussion about HALO this week in NYC, which was a new acronym to me. I love that old atomy-y stuff that doesn't change much—heavy asset, low obsolesence—is newly in vogue as AI turns everything else into Shein-ified commodities.

Forget YOLO or even FOMO. It’s All About HALO Now https://www.bloomberg.com/news/newsletters/2026-02-28/forget-yolo-or-even-fomo-it-s-all-about-halo-now-merryn-talks-money