For What It's Worth Blog

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

FWIW # 44 Is This It?

Posted by Eugene Kelly(E. Aly) on Aug 8th 2024

Is this it? Last week and early this week, volatility caused a crumbling of the foundation for stock prices. Will it continue? No one knows. What is the cause? A combination of factors. Financial c … read more