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Rewey Asset Management: Market Musings
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Chip Rewey
Dec 11, 2024
Will Trump Upset the Soft-Landing Paradigm?
We believe the U.S. economy will maintain its soft-landing in 4Q24 and into 2025 supported by two main factors. First, GDP remains...
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Chip Rewey
Nov 6, 2023
The Dangers of Short-Termism
The Dangers of Short-Termism We recently had an investor ask us if we had changed our investment approach or financial metrics to...
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Chip Rewey
Aug 28, 2023
How Investors Can Profit From Traders
Carpe Diem, Patiently The key is to have a long-term focus and price target. Be patient, wait for the appropriate risk vs. return...
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Chip Rewey
Jul 18, 2023
Growth: The Secret to Successful Value Investing
Value is Not the Opposite of Growth A key point of differentiation of our value approach versus deep value managers is the second pillar...
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Chip Rewey
Jul 5, 2023
How Risky is Your Index?
Cr-AI-zed? In 2Q23 investors rushed to buy any company perceived to be involved in the Artificial Intelligence cr-AI-ze. The launch of...
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Chip Rewey
May 15, 2023
Keep Emotions Low and Focus Long-Term
Keep Emotions Low and Focus Long-Term The Debt Ceiling Debate, Fed Rate Hikes, Regional Bank Stress, and Prognostications of a Recession...
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Chip Rewey
Apr 11, 2023
Debt Ceiling Drama?
Debt Ceiling Drama? The next market worry will likely be the debt ceiling talks. We expect acrimonious headlines to increase in volume...
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Chip Rewey
Feb 21, 2023
Why Are Investors Fighting the Fed?
The Facts Are Getting in the Way of a Good Story - Why Are Investors Fighting the Fed? The week of February 13, 2023 brought economic...
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Chip Rewey
Jan 9, 2023
The Value Comeback
Although not widely discussed, a major story of 2022 was the outperformance of the value indices vs. their growth peers across all market...
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Chip Rewey
Dec 13, 2022
Single-Stock ETF’s: The Next Wrong Thing?
Caveat Emptor! That is our advice to those seeking the excitement of investing in single-stock ETF’s. We can’t think of a single reason...
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Chip Rewey
Nov 28, 2022
Crypto, Gold, Spiders and FOMO
One of our favorite investment idioms is that if something seems too good to be true, it usually is. The hype over crypto currency is...
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Chip Rewey
Sep 27, 2022
Not Like Any Recession I’ve Seen
I grew up near Detroit, in a family and a city dominated by the automotive industry. I clearly remember the “double-dip” recessions of...
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Chip Rewey
Aug 23, 2022
How Long Should You Wait?
How much time are you willing to commit to your investment strategy? Less than 30-days like most ‘market-neutral’ hedge funds? 1-day,...
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Chip Rewey
Jun 13, 2022
The Return of a Stock Picker's Market
We believe the idea of risk management has generally been missing from investor’s mindset for the last few years. In our view, the...
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Chip Rewey
Mar 18, 2022
Every Meeting is Live
On March 16th Fed Chairman Powell capitulated to raising rates aggressively throughout 2022 to conquer soaring inflation.* As we foresaw,...
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Chip Rewey
Feb 25, 2022
The Case for Passive Has Eroded
According to Bloomberg, passive investing accounts for almost 54% of all domestic equity funds and roughly 1/6th of the total domestic...
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Chip Rewey
Feb 16, 2022
Buy Low Expectations, Sell High Expectations
The stock market began 2022 with a volatile ride, as the S&P500 fell 9.2% at its low, before slightly recovering to finish down 5.17% in...
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Chip Rewey
Jan 6, 2022
The Law of Small Numbers
We believe the outlook for small cap value for 2022 and beyond is compelling, both in an absolute sense and relative to the larger and...
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Chip Rewey
Sep 27, 2021
Re-Think Supply Shocks!
Over the last two weeks, many companies including Federal Express, MMM, Sherwin Williams and Nike have pre-announced weaker than expected...
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Chip Rewey
Sep 15, 2021
Don't Villainize Stock Buybacks
On September 10th, Senators Ron Wyden and Sherrod Brown introduced the “Stock Buyback Accountability Act” that would tax share...
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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.
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