Neal Freiman

Remember Budweiser, how people aren't even drinking beer anymore?

Well, that stock is up 48% from last year.

Consumer Staples is having its best February on record.

So the halo trade is alive and well.

People are freaked out about what AI could do to software.

And they are loving things like John Deere tractors and mining and actually things you can see and touch, especially if it takes a lot of capital expenditure and huge assets, because that's something that requires a lot of investment.

It's not something that

You can just write a piece of code and make it go away.

What's the most important thing here is we have a new stock market acronym because we had Taco.

Trump always chickens out.

Now we have Halo, which is a great one.

Also, there's FOBO, which is fear of becoming obsolete due to AI advances.

So we got Taco, Halo and FOBO all in the last year.

I'd say that's a pretty good run.

That is a good run.

Anytime you don't have to say obsolescence and you can just say halo is great because that's a, that's a big word.

OK, moving on.

I don't need to tell you that a lot of weather forecasts get it wrong and a new app is leaning into that uncertainty.

Acme Weather from the creators of Dark Sky has been released on iOS and is positioning itself as a weather app for distrustful people.

The app will give you a main forecast alongside a spread of alternate predictions that capture a range of possible weather outcomes.