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, September 6th, 2024

 September 06, 2024 |Joshua Kingsmill
Back to school and back to a continued decline in inflationary pressures! While we don't know how many more cuts there will be exactly: it is for sure going to reduce the cost of borrowing in the next few years. We have been working with a lot of clients...
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Kingsmill's Investment Miscellanea - Friday August 30th, 2024

 August 30, 2024 |Joshua Kingsmill
Even though I’ve been out of school a long time (like really long!), September still instinctively feels to me like going back to school, and the start of a new year. Of course, with 4 kids in school, it’s probably a little more real. A rite of passage...
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Kingsmill's Investment Miscellanea - Friday August 16th, 2024

 August 16, 2024 |Joshua Kingsmill
While summer has been a relatively slow period in terms of client inquiries, we’ve been busy and also enjoyed some time away. Anyone that wants to reach out and ask about my Alaska trip, happy to oblige: HINT: it was amazing. Being completely remote with...
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Kingsmill's Investment Miscellanea - Friday July 12th, 2024

 July 12, 2024 |Joshua Kingsmill
I found a neat chart showing how long some of the companies whose products and services have become so embedded into our daily use took to become valued at 1 trillion U.S. dollars. It would be hard to imagine our lives without Amazon, or Google, Meta...
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Kingsmill's Investment Miscellanea - Friday June 28th, 2024

 June 28, 2024 |Joshua Kingsmill
In the event anyone is looking for something to read on what is hopefully a glorious long-weekend, we have attached RBC’s 2024 Mid-Year focus. If instead you just want a “Coles Note’s” version: 1. “Trees don’t grow all the way to the sky”. The consensus...
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Kingsmill's Investment Miscellanea - Friday June 14th, 2024

 June 14, 2024 |Joshua Kingsmill
We are generating reports to see who might take this increased inclusion rate from 50% to 66% on Capital Gains, and be in touch with those who ought to consider it, or at least understand the implications. Going back to the interest rate cut last week...
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Kingsmill's Investment Miscellanea - Friday June 7th, 2024

 June 10, 2024 |Joshua Kingsmill
I'll have more commentary next week once I've had a chance to digest the interest rate cut announced this week (and seemingly more to come in the following months). This has implications to consider in terms of investing going forward, mortgage rates...
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Kingsmill's Investment Miscellanea - Friday May 31st, 2024

 May 31, 2024 |Joshua Kingsmill
I attended an interesting evening, hosted by RBC with David Chilton, of Dragon’s Den, and “The Wealthy Barber” this week. His whole discussion was on succession planning for business (hint: don’t wait until the last minute to sell your business, have...
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Kingsmill's Investment Miscellanea - Friday May 17th, 2024

 May 17, 2024 |Joshua Kingsmill
For those of you who might have members of household or extended family or friends dying to see Taylor Swift in Toronto for one of her 5 dates in November, I wish I had good news. I’m trying, but like a disciplined investor, I’m not going to overpay....
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Kingsmill's Investment Miscellanea - Friday April 26th, 2024

 April 26, 2024 |Joshua Kingsmill
As we wrap up this tax season, the Canadian Government just announced a tax change requiring some discussions. Although it's not certain to pass, the recent federal budget proposes a capital gains inclusion rate increase to 66.6%, from 50%. It is anticipated...
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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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