Market Musings | Rewey Asset Management

Rewey Asset Management: Market Musings

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Oct 21

What Surging U.S. Debt Means for Stocks

A New Record The U.S. Federal Public Debt just set a new record high of $26.95 trillion for FY20 (9/30/20). This is a sharp increase from...

33 views

Will A Vaccine Deliver Inflation As Well As Immunity?

Chip Rewey

Aug 24

Will A Vaccine Deliver Inflation As Well As Immunity?

Will A Vaccine Deliver Inflation As Well As Immunity? As the country anxiously awaits a safe and effective Covid-19 vaccine, we see a sto...

48 views

Chip Rewey

Jul 24

It’s Time for a Value Add

The valuation performance disparity between value and growth has become extreme in our view, with the Russell 2500 Growth Index outperfor...

105 views

Suspended Earnings Guidance Should Not Obscure Vision or Value

Chip Rewey

Jun 1

Suspended Earnings Guidance Should Not Obscure Vision or Value

With the uncertainty surrounding the Covid 19 pandemic, numerous companies have suspended near-term earnings guidance. Unknows such as vi...

31 views

Chip Rewey

Mar 25

2 Weeks, 2 Months, 2 Years

Investors generally don’t like uncertainty, and the novel Corona virus has brought a completely unexpected shock to the markets. As many ...

77 views

Investors Can Engage Management Teams to Drive Successful ESG Outcomes

Chip Rewey

Feb 28

Investors Can Engage Management Teams to Drive Successful ESG Outcomes

Environmental, Social and Governance factors (ESG) play an important role in how we select stocks, not only because these factors are imp...

36 views

Chip Rewey

Dec 20, 2019

Carpe Diem, Patiently

One of the keys to long-term investment success is to be a patient buyer and commit capital only with a compelling opportunity. Over our ...

46 views

Chip Rewey

Oct 24, 2019

Risking Time Instead Of Capital

Investors often ask us what sort of risk are we willing to take. Our philosophy of investing in companies with a strong financial positi...

28 views

Misguided Fears of the Inverted Yield Curve

Chip Rewey

Aug 31, 2019

Misguided Fears of the Inverted Yield Curve

The financial press and many market pundits are focused today on the slight inversion of the yield curve, which means near term maturity ...

95 views

Chip Rewey

Jul 14, 2019

Visibility vs. Vision

Our investment approach ensures that our long-term strategic vision for a company is in line with the first two pillars of our investment...

19 views

Chip Rewey

Jul 14, 2019

Caution: Debt Gorgers

We believe the July 2016 low in the U.S. 10-year treasury yield at 1.318%* will mark a generational low in 10-year yields and with fits a...

22 views

Index and ETF investing has increased investor neglect in smaller market cap companies:

Chip Rewey

Jul 14, 2019

Index and ETF investing has increased investor neglect in smaller market cap companies:

The rapid rise of ETF investing has pooled investor money into the largest companies in the market, without regard to financial strength ...

21 views

Quantitative Investing has led to increased investor neglect in small market cap companies

Chip Rewey

Jul 14, 2019

Quantitative Investing has led to increased investor neglect in small market cap companies

We believe the rapid rise of quantitative investing has created compelling opportunities in the market. By focusing on crunching histori...

18 views

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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time.