For What It's Worth Blog

FWIW # 49 - Market Volatility

Posted by Eugene Kelly(E. Aly) on Apr 5th 2025

The pundits say Trump’s tariffs are causing quite a stir, to the glee of both Democrats and Republicans who have been at the core of globalization over the past 65 years. These politicians … read more

FWIW # 48 - Trauma, Tariffs, Trump, and The Markets

Posted by Eugene Kelly(E. Aly) on Mar 12th 2025

  The confrontation between President Trump, Vice President Vance, and President Zelenskyy was traumatic. It’s astounding to me that anti-Trump media pundits and politicians are quick to bl … read more

FWIW #47 Tactical Fix Income Strategy

Posted by Eugene Kelly(E. Aly) on Feb 2nd 2025

Tactical fixed income investing begins with understanding what the investor intends the fixed income securities to do for the overall portfolio. Here’s the first decision to be made: Are they se … read more

FWIW #46 Important Portfolio Strategy

Posted by Eugene Kelly(E. Aly) on Jan 6th 2025

It’s been a while since FWIW #45. The primary reason is fatigue from writing about the Fed, its collusion with the political administration and Congress, and its role in creating inflation. I’m going … read more