Chip Rewey Predictions

CIO of Rewey Asset Management

Track Chip Rewey's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

7 forecasts 1 correct 6 pending

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7 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Chip Rewey Small Cap Stocks Small cap stocks should see consecutive outperformance quarter over quarter moving through 2026

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[8:50] should see, you know, sec- um sec- you consecutive outperformance quarter over quarter moving through '26.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-01-20 2026-12-31 pending

Chip Rewey GDP GDP growth will be over 2%, maybe 3% in 2026

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[12:50] if we can spend 2026 in GDP growth over two maybe three.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-01-20 2026-12-31 pending

Chip Rewey Unemployment Rate There will be a lot of weakness in the job market because AI is taking jobs

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[20:30] I think we're going to see a lot of weakness in the job market because AI is taking jobs and I don't think CEOs want to fess up to that.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-01-20 2026-12-31 pending

Chip Rewey Semiconductors Semiconductor capex and wafer starts will accelerate

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[25:22] I think semi capex has to accelerate and I think you'll see that. I think wafer starts will accelerate

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-01-20 2026-12-31 pending

Chip Rewey Natural Gas Natural gas probably has a pretty good outlook

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[28:11] I think natural gas in this country um probably has a pretty good outlook.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-01-20 2026-12-31 pending

Chip Rewey Defense Stocks The aerospace and defense sector will perform well due to strong defense spending increases

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[10:06] A place that I have been looking for to go where I can see some visibility is aerospace and defense. And unfortunately, the world we live in right now, defense spending looked pretty strong. Um in the continuing resolution, defense spending was up in the budget that we're working on, the big beautiful bill, defense spending is up a lot. Um, European NATO defense spending up a lot.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-05-05 2025-12-31

Chip Rewey Aerospace Stocks Commercial aerospace will improve from terrible to good over the next three to four years and has likely seen the worst of production delays

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[11:50] So it's not about going from good to great. It's going from terribly awful to pretty bad and then kind of bad and then good and then pretty good over the next three to four years. So I think there's a long-term horizon of accelerating commercial um builds and deliveries and in my view I we probably have seen the worst of the um production delays

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-05-05 2028-05-05 pending