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, 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...
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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...
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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...
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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...
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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...
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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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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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