The HALO trade is powering a market rotation. The investor who coined the term says Wall Street is getting it wrong.

The US stock market is rotating away from the tech sector and one investing professional came up with a framework to understand the phenomenom.

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• The stock market is rotating away from the tech sector into what Goldman calls "old economy" stocks.
• HALO, a term coined by Josh Brown, is short for heavy asset, low obsolescence.
• Brown says the HALO trade is a more accurate framework for finding winners in today's market.

There's a shift taking place in markets this year...