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 29th, 2023

 September 29, 2023 |Joshua Kingsmill
A few weeks ago, I posted about the debt ratios in Canada being quite high, relative to other countries. One question I have been receiving is: “what does that mean when people’s mortgages are up for renewal”? A key distinction when comparing the US home...
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Kingsmill's Investment Miscellanea - Friday September 15th, 2023

 September 15, 2023 |Joshua Kingsmill
We’ve had a lot of analysis being conducted for our clients on the question of whether they should pay down more debt, vs investing, downsizing home to have little or no mortgage, etc. Getting the answer to these questions right is a real challenge. Without...
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Kingsmill's Investment Miscellanea - Friday September 8th, 2023

 September 08, 2023 |Joshua Kingsmill
While we don't know what the exact timeline will be, it was interesting that electric cars passed a crucial tipping point in 23 countries. A year ago, it was 19 countries. Battery powered cars could be replaced by something even more efficient and environmentally...
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Kingsmill's Investment Miscellanea - Friday September 1st, 2023

 September 01, 2023 |Joshua Kingsmill
For the upcoming long weekend and the "back to school" season, I'd like to share an intriguing chart. A significant component of our job with clients is aligning their objectives and deciding appropriate risk. Presently, the elevated yields available...
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Kingsmill's Investment Miscellanea - Friday August 11th, 2023

 August 11, 2023 |Joshua Kingsmill
I've discussed the distinctions between real estate investment and stocks and bonds in the past. One of the main differences lies in the ability to make a down payment on a home purchase and finance the rest through a mortgage. Try coming to Avril or...
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Kingsmill's Investment Miscellanea - Friday July 28th, 2023

 July 28, 2023 |Joshua Kingsmill
It’s really interesting to ponder the future of work, of all kinds, and how things will be different in the years to come. A few weeks ago, I had a meeting, where I was located at my office. The client was up at his cottage, and the accountant was in...
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Kingsmill's Investment Miscellanea - Friday July 28th, 2023

 July 28, 2023 |Joshua Kingsmill
Its really interesting to ponder the future of work, of all kinds, and how things will be different in the years to come. A few weeks ago, I had a meeting, where I was located at my office. The client was up at his cottage, and the accountant was in his...
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Kingsmill's Investment Miscellanea - Friday July 21st, 2023

 July 21, 2023 |Joshua Kingsmill
This summer in Ontario has been marked by a combination of heavy rainfall and unusually high temperatures. June witnessed record-breaking heat, followed by 10 of the hottest days ever recorded in early July, leading to potential threats to life and straining...
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Kingsmill's Investment Miscellanea - Friday June 30th, 2023

 June 30, 2023 |Joshua Kingsmill
I just came back from a quick trip with my oldest, James, who graduated from Grade 8: we went to London and Paris for his first trip to Europe. Those who know me well know that I worked in London, and spent a year studying in Paris, so it was a great...
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Kingsmill's Investment Miscellanea - Friday June 23rd, 2023

 June 23, 2023 |Joshua Kingsmill
This week, Josh was able to attend a 3-day Investment Advisor's conference. One of the highlights was a presentation on ESG investing and how it has evolved over the last decade. For this week's Kingsmill's Investment Miscellanea, I thought it may be...
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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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