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, June 18th, 2021

Jun 18, 2021 |Joshua Kingsmill
Key Takeaways: Does inflation mean we will get 19% government bonds again? Current inflation is entirely predictable, the question is whether its transitory or longer-term In a rising price environment, there are sectors that do benefit There has been...
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Kingsmill's Investment Miscellanea: Friday June 4th, 2021

Jun 04, 2021 |Joshua Kingsmill
Key Takeaways Return to work “hybrid models” are now emerging in the U.S. Balancing the long-term ramifications of this prolonged work-at-home vs. the advantages/disadvantages of the traditional 9-5 will be interesting “3rd Child stocks”: adding to our...
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Kingsmill's Investment Miscellanea: Friday May 28th, 2021

May 28, 2021 |Joshua Kingsmill
Key Takeaways The Dow Jones was invented 125 years ago Just as investors ought to adjust their portfolios to reflect the economy, so too has the Dow Jones The “record highs” of the Jones, shouldn’t be a surprise after more 1,400 + of them This week, I...
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Kingsmill's Investment Miscellanea: Friday May 21st, 2021

May 21, 2021 |Joshua Kingsmill
Key Takeaways CAD/USD$ is at a 5 year + high A combination of commodity price increases, and relative U.S. dollar global issues help explain this It’s certainly not the policy of Canada, however, to have a persistent high dollar, as it greatly affects...
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Kingsmill's Investment Miscellanea: Friday, May 14th 2021

May 14, 2021 |Joshua Kingsmill
Key Takeaways “Vaccination passports” pose some worries in terms of privacy considerations Businesses and employers however are likely to embrace these practices Many countries and regions have in fact started implementing different solutions I had an...
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Kingsmill's Investment Miscellanea: Friday, May 7th 2021

May 07, 2021 |Joshua Kingsmill
Key Takeaways Berkshire vs Blackrock: a sign of the times The importance of corporate governance and the investment mandates of many large firms are evolving, but it’s not happening overnight Younger investors place a much higher importance on ESG investing...
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Kingsmill's Investment Miscellanea: Friday, April 30 2021

Apr 30, 2021 |Joshua Kingsmill
Key Takeaways Proposals to capital gains taxes in the U.S. shouldn’t come as a surprise Tax rates and the stock market don’t have a historical link What matters most is the economic backdrop when tax increases are implemented I’m not going to pull out...
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Kingsmill's Investment Miscellanea: Friday, April 23 2021

Apr 23, 2021 |Joshua Kingsmill
Key Takeaways Are we in a “bubble” I’m always asked At any point in time, there are invariably bubbles in some sectors of the market Distinguishing between sectors that are in a Bubble and differentiating them from those that are not is they key Are we...
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Kingsmill's Investment Miscellanea: Friday, April 16, 2021

Apr 16, 2021 |Joshua Kingsmill
Key Takeaways Our principal home is often viewed as “our best investment ever" While this might be true in some instances, there are other considerations when looking at the return from a home purchase Some of the advantages of home ownership aren’t available...
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Kingsmill's Investment Miscellanea: Friday, April 9, 2021

Apr 09, 2021 |Joshua Kingsmill
Key Takeaways Consumer spending on the rise is a good sign Even relative to two years ago, spending has increased, for a number of reasons Economic expansion and spending by consumers, does provide opportunities and pitfalls to avoid as things continue...
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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

416-842-6717 | Email me

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