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, Feb 28, 2020

 February 28, 2020 |Joshua Kingsmill
Key Takeaways: When deciding what to during this market reaction, one must look at their portfolio strategy Current baseline scenario assumptions are that the previous trend in growth will resume at some point Given no certainty on when this outbreak...
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Kingsmill's Investment Miscellanea: Friday, Feb 21, 2020

 February 21, 2020 |Joshua Kingsmill
Key Takeaways: Economic models do a poor job of really understanding what's happening in the economy (Ronald Reagan used to say that if economists designed Trivial Pursuit, it would have 100 questions and 3,000 answers) Investors tend to anchor to prior...
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Kingsmill's Investment Miscellanea: Friday, Feb 14, 2020

 February 14, 2020 |Joshua Kingsmill
Key Takeaways: There is always an apprehension that one could be investing at the wrong time Mathematically, compounding matters far more for returns than getting the timing correct “Time in the market” matters much more than “timing the market.” I often...
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Kingsmill’s Investment Miscellanea: Friday, February 7, 2020

 February 07, 2020 |Joshua Kingsmill
Key Takeaways: A big ruling highlights the challenges in balancing the economies real need for Oil and the environment This new pipeline ruling is good for Canada, in the context of these environmental concerns Alternative energy investments will grow...
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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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