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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Rewey Asset Management: Market Musings
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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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Chip Rewey
- Jun 16, 2021
The Fed Taper: When Not If
Does anyone actually believe the market pundits claiming that inflation is transitory and rates will stay low for years? The Fed is...
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Chip Rewey
- May 28, 2021
Carpe Value!
The stock market rotation from large cap growth to small cap value is likely just getting started. Since September, the Russell 2000...
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Chip Rewey
- May 13, 2021
Mind the Gap!
“Mind the gap” as they say when exiting the train, is prudent advice for investors too as the rotation from large cap tech to small cap...
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Chip Rewey
- Apr 26, 2021
Don’t Count On Unrecorded Intangible Assets
There has been renewed academic and investor interest in the topic of how to value intangible assets and, more importantly, unrecorded...
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Chip Rewey
- Feb 18, 2021
A Boost For Banks In 2021?
In stark contrast to the financial crisis of 2007-2009, the banking sector has shown solid strength through the Covid driven market...
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Chip Rewey
- Jan 6, 2021
Are you perplexed by the current boom in SPACs?
In 2020, there was a 6-fold increase in capital raised by special purpose acquisition companies (SPAC’s), also known as “blank check”...
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Chip Rewey
- Oct 21, 2020
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...
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Chip Rewey
- Aug 24, 2020
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...
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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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