Market Commentary & Updates

At Halite, we are dedicated to using our expertise to provide you with the right resources, information, and education necessary to play an active role in your financial life. Our quarterly and annual newsletters include a review of industry performance and an overview of current trends, critical issues, and investment predictions.

Q1 2018 Update

Famous investor Sir John Templeton once said, “The four most dangerous words in investing are: ‘This time it’s different.’” Despite a strong equity rally in January, stocks and bonds posted a negative return for the first quarter of 2018. As we predicted in our last newsletter, volatility is returning to the markets in a significant way. Investors now face a backdrop of rising inflation and elevated trade war rhetoric.


Open our 1Q 2018 newsletter to find out what this all could mean and to learn why Halite Partners continues to be underweight equities and overweight TIPS (Treasury Inflation-Protected Securities).

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2017 Annual Letter

2017 was unique in that investment markets were both calm and profitable. Each of the major equity, bond, and commodity markets that we track traded steadily higher throughout the year, ending with yet another year of positive returns.

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Q3 2017 Update

We are in an unprecedented market environment. Eight years into a bull market, Q3 2017 still managed to stand out in terms of consistently positive asset returns and calm equity markets.

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