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, November 13, 2020

November 13, 2020 |Joshua Kingsmill
Key Takeaways When a vaccination becomes readily available, there will be different “phases” of mass-inoculation. The changes in the economy are still being understood, but many of the transformations are remarkable. A company like Amazon and its adaptation...
Read more

Kingsmill’s Investment Miscellanea: Friday November 6, 2020

November 06, 2020 |Joshua Kingsmill
So, did anything happen this week that I might have missed? Just a short one to finish up this week. Next week I will do a deeper dive into a hat I think might some of the investment implications with the arrival of a new President in 2021 While it’s...
Read more

Kingsmill's Investment Miscellanea: Friday, October 23, 2020

October 23, 2020 |Joshua Kingsmill
Key Takeaways Many economic trends have impacted the condo market in Toronto. Toronto has the most construction cranes in the sky by far in North America. The difference between the price divergence between Condos and Single Homes is not dissimilar to...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

Kingsmill's Investment Miscellanea: Friday, September 4, 2020

September 04, 2020 |Joshua Kingsmill
The Fall is for always a time for reflection. And I guess because of the years spent in school. It feels like to me the "start of the next year." Of course, this "start of the year" feels a lot different. For those who have school-aged kids, there are...
Read more

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

Read more

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...
Read more

Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor


Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields