Kingsmill Investment Miscellanea

This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

 

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Kingsmill Investment Miscellanea - Friday, June 20th, 2025

 June 23, 2025 |Joshua Kingsmill
As we enter the summer months, our Weekly updates are going to move to an “aspirational” every other week publication, baring important events that might require more immediate commentary. One of the big issues from an investment perspective that we all...
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Kingsmill Investment Miscellanea - Friday, June 13th, 2025

 June 16, 2025 |Joshua Kingsmill
What a crazy end of the week: just more day to day news driven events. Oil futures rose as much as 13% on Friday after Israel carried out airstrikes against Iran's nuclear facilities, stoking fears of a wider war in the region which accounts for roughly...
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Kingsmill Investment Miscellanea - Friday, May 30th, 2025

 June 06, 2025 |Joshua Kingsmill
Not sure what everyone’s travel plans are this summer or fall. Anecdotally, I’ve seemingly had more friends, family and clients who are taking trips to Europe or the rest of the world rather than to the US. Indeed, April saw the steepest drop with number...
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Kingsmill's Investment Miscellanea - Friday, May 23rd, 2025

 May 26, 2025 |Joshua Kingsmill
When I was a teenager, I can recall my grandmother sadly waiting for a tow-truck to come to pick up her beloved 1970s Volvo that she drove into the ground (she got $150 for it!) Maybe that helps explain why every car I’ve ever owned; I’ve essentially...
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Kingsmill's Investment Miscellanea - Friday, May 9th, 2025

 May 09, 2025 |Joshua Kingsmill
We hosted an event this week featuring Eric Lascelles as guest speaker. Eric is RBC Global Asset Management’s Chief Economist, and the timing was perfect. Guess what? There was a lot of focus on tariffs… I have a slide deck from the presentation if you...
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Kingsmill's Investment Miscellanea - Friday, May 2nd, 2025

 May 02, 2025 |Joshua Kingsmill
It will be interesting to see where the actual tariffs end up in the US. Many believe that the reason for the strong rally in the US markets this week is because Trump is going to have to “walk-back” virtually all the tariffs. All the talks of “deals”...
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Kingsmill's Investment Miscellanea - Friday, April 25th, 2025

 April 25, 2025 |Joshua Kingsmill
Just a few more days until the end of tax-season and we are processing requests for slips, providing missing cost bases, and responding to other specific inquiries, as well as facilitating any money required to send to the CRA. Please continue to reach...
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Kingsmill's Investment Miscellanea - Friday, April 11th, 2025

 April 11, 2025 |Joshua Kingsmill
I was fortunate enough to attend a conference hosted by Blackstone this week. Blackstone is the world’s largest alternative asset manager, with over $1 trillion in assets. Many of our clients own one of Blackstone’s flagship funds. This fund provides...
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Kingsmill's Investment Miscellanea - Friday, April 4th, 2025

 April 04, 2025 |Joshua Kingsmill
I promise that every week won’t be about tariffs, but I wanted to provide a summary of this week. As part of the "liberation day" announcement on Wednesday, Donald Trump declared a 10% baseline tariff on all U.S. imports - plus much higher duties to be...
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Kingsmill's Investment Miscellanea - Friday, March 28th, 2025

 March 28, 2025 |Joshua Kingsmill
Its sometimes a question: how does the performance of the Canadian stock market do under different political regimes? It’s not really something that should be guiding our investment choices. We should not be wishing for one party over another if the criteria...
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This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

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