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.


 

Kingsmill's Investment Miscellanea - Friday May 20th, 2022

May 20, 2022 |Joshua Kingsmill
Long weekend: this one feels different after a few years of uncertainty and lock-downs, and restrictions on who we could visit, etc. I wanted to highlight a few take-aways from the excellent presentation that Dominick Hardy, one of RBC’s top strategists...
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Kingsmill's Investment Miscellanea: Friday April 29th, 2022

April 29, 2022 |Joshua Kingsmill
A few quick “Tax Fun Facts” (if there is such a thing!) While the tax-filing deadline for most individuals is April 30th, since it falls on a Saturday, the tax-filing and payment deadline will be considered completed on time if the CRA receives it, or...
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Kingsmill's Investment Miscellanea: Friday April 8th, 2022

April 08, 2022 |Joshua Kingsmill
This week, I’ve got a good “segue”, as I bring to your attention some preliminary details of my next investor presentation. Recall in our conversation with Anthony Scilipoti from Veritas, he felt there might some government initiatives to “help” home...
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Kingsmill's Investment Miscellanea: Friday March 25th, 2022

March 25, 2022 |Joshua Kingsmill
One of the big shifts the world will see over the next few years will be a concerted push to eliminate Europe’s reliance on energy exports from Russia, and secondly, an increase in alternative energy sources. I’ve mentioned in the past that by orders...
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Kingsmill's Investment Miscellanea: Friday March 18th, 2022

March 18, 2022 |Joshua Kingsmill
If you’re an economist-geek-historian like me: there was big news this week in the US. For the first time since December 2018, they raised interest rates (and the last time it was short lived, as they had to backtrack the following July and begin cutting...
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Kingsmill's Investment Miscellanea: Friday March 4th, 2022

March 04, 2022 |Joshua Kingsmill
So many things to cover and comment on. What a trying few years it’s been: just as things seem to be improving on the Covid front, as things open up, we are now faced with many weeks and months of headlines dominated by the Russian invasion of Ukraine...
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Kingsmill's Investment Miscellanea: Friday December 17th, 2021

December 17, 2021 |Joshua Kingsmill
On Thursday, January 26th, I’m going to host a seminar looking at the housing market in Canada. Once I have all the details, I will forward: I’ve got a really thoughtful speaker that will present and am looking forward to it. I’m often asked what I think...
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Kingsmill's Investment Miscellanea: Friday November 19th, 2021

November 19, 2021 |Joshua Kingsmill
Next Thursday November 25th, is the start of the American Thanksgiving Weekend. With all due respect to our Canadian Thanksgiving, the U.S. really do it right: Football games on Thursday night, and a massive “Black Friday” shopping bonanza: a long-weekend...
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Kingsmill's Investment Miscellanea, Friday November 12th, 2021

November 12, 2021 |Joshua Kingsmill
I wanted to follow-up on this inflation issue that we are reading and hearing about non-stop. What we don’t often consider, is the role that technology plays to combat inflation. I’ll go through an example of technology being deflationary so we are on...
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Kingsmill's Investment Miscellanea: November 5th, 2021

November 05, 2021 |Joshua Kingsmill
With all the talk of this so called “metaverse”, I thought I’d take a stab as what it means. This stall for those of us who live in Toronto, is in the beloved St-Lawrence Market. It was interesting to read that a merchant is selling their stall, and the...
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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

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