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 16, 2020

October 16, 2020 |Joshua Kingsmill
Key Takeaways While government debts will continue to grow, the actual cost to service this debt is at an all-time low Negative interest rates are hard to comprehend, but they become more prevalent globally This has significant implications on investing...
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Kingsmill's Investment Miscellanea: Friday, October 9, 2020

October 09, 2020 |Joshua Kingsmill
Key Takeaways Green bonds have grown in significance, now a 1 trillion dollar market Green bonds are also proving to be a good investment As the performance and shifts in investor sentiment converge, this trend will only continue One of the themes I have...
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Kingsmill’s Investment Miscellanea: Friday October 2, 2020

October 02, 2020 |Joshua Kingsmill
Key Takeaways There are a lot of considerations for the markets with this election A contested election has short term consequences Expect volatility in the upcoming months I’ve included an in-depth presentation about the U.S. election, for those who...
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Kingsmill's Investment Miscellanea: Friday, September 18, 2020

September 18, 2020 |Joshua Kingsmill
Key Takeaways The headline saving numbers in the past few months are likely masking consequences for the future Mortgage deferrals that are coming up in the next few weeks will be an excellent test for the economy It's an opportune time to evaluate and...
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Kingsmill’s Investment Miscellanea: Friday August 21, 2020

August 21, 2020 |Joshua Kingsmill

Less than ten years ago, none of Amazon, Apple or Disney were providing online content. Netflix only began providing online streaming in 2007. Now, these four companies have a combined subscriber base of over 500 million consumers, all paying monthly

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Kingsmill’s Investment Miscellanea: Friday August 7, 2020

August 07, 2020 |Joshua Kingsmill
Key Takeaways: China’s remarkable recovery from the Covid-19, in terms of containment, and now its economy has been remarkable Consumer spending in China has changed, and behaviour has shifted To the extent that other economies follow China’s recovery...
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Kingsmill’s Investment Miscellanea: Friday July 17, 2020

July 17, 2020 |Joshua Kingsmill
Key Takeaways: Our own experiences shape the investment perspective. Generation Z is now the single largest population group in the world. Understanding their perspectives gives insight into how investing will change in the future. This week, I celebrated...
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Kingsmill’s Investment Miscellanea: Friday June 26, 2020

June 26, 2020 |Joshua Kingsmill
Key Takeaways: Credit cards aren’t going away. They might get an upgrade. Retailers of the future need to be as tech-savvy as they are attuned to consumer patterns. “Brick and Mortar” won’t go away, they will evolve. I try to avoid going into Shopping...
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Kingsmill’s Investment Miscellanea: Friday June 5, 2020

June 05, 2020 |Joshua Kingsmill
Key Takeaways: Even if we knew the headlines a year ago, they don't seem to "match" the market. The stock markets' relative importance ought to be understood in the context of the over-all World. Undoubtedly, what we invest in, and what things will be...
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Kingsmill’s Investment Miscellanea: Friday May 22, 2020

May 22, 2020 |Joshua Kingsmill
Key Takeaways: Empty airports an illustration of how things have changed The market has rallied significantly: in anticipation of things improving going forward. Consider best-practices as we start to reintegrate into day to day society again. This weekend...
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Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

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