White Brook Capital Partners Q2 2025 Commentary

2025-07-21 20:40:00 ET

A look forward

Market Commentary

Year to date the S&P 500 ( SP500 , SPX ) is up overcoming concerns about the reciprocal tariff regime proposed by President Trump at the beginning of the second quarter. Current economic indicators indicate slow economic activity with surprising employment strength and slower than expected inflation offset by somewhat lower goods order activity and below trendline construction activity. For the stock market, the United States government is again transferring future generations' opportunity to today's wealthy individuals and corporations. It's unclear how many trillions of dollars of debt, and what debt/GDP ratio results in permanently higher interest rates and a mortgaging of our children's future but during this period of wealth transfer it makes sense to own US corporations that benefit....

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