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 Investment Miscellanea - Friday, August 15th, 2025

 August 21, 2025 |Joshua Kingsmill
My oldest son is going on Monday to get his G driver’s license. They used to call it the “365”, but it’s a new system now. Looking back at how things are different today for young potential drivers vs. decades past is interesting, even in the context...
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Kingsmill Investment Miscellanea - Friday, July 25th, 2025

 July 25, 2025 |Joshua Kingsmill
It’s an easy rationalization to say: “Well, the markets are at an all-time high, let’s just wait”. I’ve got a neat chart to help us all out. History shows there is little difference between future returns following a new all-time high and future returns...
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Kingsmill Investment Miscellanea - Friday, July 11th, 2025

 July 14, 2025 |Joshua Kingsmill
How many of you have had rides in an "autonomous vehicle": AVs? In San Francisco, Google’s Waymo self-driving taxi services are everywhere. I tell my 6-year-old that he probably won’t need a driver’s license. They haven’t come to Canada yet, but apparently...
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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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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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