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 November 29th, 2024

 November 29, 2024 |Joshua Kingsmill
The markets are again flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs: 25% on imports from Canada and Mexico and an additional 10% on Chinese...
Read more

Kingsmill's Investment Miscellanea - Friday November 15th, 2024

 November 15, 2024 |Joshua Kingsmill
Something a little light this week. I was amazed to read that in 2023, the US spent $186 billion on their pets! This covers everything from food to vet visits, toys, grooming, and dog walking. To put this in context, while not a direct comparison, this...
Read more

Kingsmill's Investment Miscellanea - Friday, November 1st, 2024

 November 01, 2024 |Joshua Kingsmill
By next week’s post, the United States will have a new president. Interestingly, Donald Trump, is the first candidate to have run three times in a row, since Richard Nixon (who of course won twice, after losing to JFK). Longer-term, as we have re-iterated...
Read more

Kingsmill's Investment Miscellanea - Monday, October 29th, 2024

 October 29, 2024 |Joshua Kingsmill
We are trying something different this week. I’ve been working on various communications with clients, and this is our inaugural “Video” of Kingsmill Investment Miscellanea: we call this V-KIM. It’s a short video discussing the upcoming US election, and...
Read more

Kingsmill's Investment Miscellanea - Friday, October 18th, 2024

 October 18, 2024 |Joshua Kingsmill
One of the main components when we start working with a client, not to mention the on-going updating and considerations that go into this, is what percentage of our investments should be “fixed”, i.e. not subject to the ups and downs of the market, and...
Read more

Kingsmill's Investment Miscellanea - Friday, October 11th, 2024

 October 11, 2024 |Joshua Kingsmill
Recent weeks have been busy with several issues catching investor attention. The U.S. jobs report has gained importance, as the Federal Reserve has indicated it’s watching it more closely. Investors are also concerned about the escalating conflict in...
Read more

Kingsmill's Investment Miscellanea - Friday, October 4th, 2024

 October 04, 2024 |Joshua Kingsmill
I have talked about this before, and I know I will again before it happens, but I came across some “Swifteconomics” that are staggering. I wonder if there has ever been a more anticipated concert in Toronto. I suppose the Beatles’ visit would have been...
Read more

Kingsmill's Investment Miscellanea - Friday, September 27th, 2024

 September 27, 2024 |Joshua Kingsmill
Each year, we have several of our clients help their children or grand-children with loans and gifts, or co-signing mortgages, and all kinds of ways to help their off-spring. Of course there are lots of different implications to consider including: Do...
Read more

Kingsmill's Investment Miscellanea - Friday, September 20th, 2024

 September 20, 2024 |Joshua Kingsmill
We are sending out an invitation this week. Some of you may have had the privilege of hearing Mr. Jim Allworth speak before. The timing couldn’t be better, given the current events shaping our world: the Ukraine-Russia conflict, developments in the Middle...
Read more

Kingsmill's Investment Miscellanea - Friday, September 13th, 2024

 September 13, 2024 |Joshua Kingsmill
We have talked about the upcoming reduction in rates that is starting to occur in Canada, as rate cuts will likely continue for awhile. On the one hand, it means that those 5% GIC’s are no longer available. On the other hand, these rate reductions will...
Read more
Next

Subscribe to 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.

*Required fields

Archives