Macro & Strategy
The SaaSpocalypse & The HALO Trade
An Updated Investment Thesis — March 2026
Published 12 March 2026
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Two converging narratives are reshaping the investment landscape: the structural disruption of SaaS by AI agents, and the massive capital rotation toward Heavy Assets, Low Obsolescence companies. Five investment scenarios for 2026–2031.
SaaSpocalypseHALOAI DisruptionSaaSInfrastructureAgentic AI
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Published 12 March 2026. The full presentation opens on Gamma in a new tab.
This document is produced by MCH Advisory Services for informational and research purposes only. It does not constitute investment, financial, legal or tax advice, nor an offer or solicitation to buy or sell any security. All comparative instruments referenced are US-listed. Past performance is not a reliable indicator of future results. The author may hold positions in instruments mentioned and is not a registered financial adviser. Conduct your own due diligence and consult a qualified, registered adviser before making any investment decision.