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.

 

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Kingsmill's Investment Miscellanea: Friday, April 24, 2020

 April 24, 2020 |Joshua Kingsmill
Key Takeaways: You don’t have to “earn” it back the same way you ”lost” it Is this time going to be any different? Why you can’t make money on Oil right now, even when they pay you to take it away I spend a lot of time trying to strategize for what it...
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Kingsmill’s Investment Miscellanea: Friday, April 17, 2020

 April 17, 2020 |Joshua Kingsmill
Key Takeaways: Tax-savings and deferrals for pensioners Mortgage relief for eligible homeowners Benefits for eligible teenage children The federal government has rolled out a series of measures to help Canadian businesses and families weather the COVID-19...
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Kingsmill’s Investment Miscellanea: Friday April 10, 2020

 April 10, 2020 |Joshua Kingsmill
Key Takeaways: Evidence of "flattening" of the curve If we have hit bottom: "what next" is hard to predict Technology has helped during this pandemic and will change the economy in the future It's been impossible to decipher or anticipate the reaction...
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Kingsmill’s Investment Miscellanea: Friday April 3, 2020

 April 03, 2020 |Joshua Kingsmill
Key Takeaways: Two camps for what will happen “Bull Case” and “Bear Case” are opposites There have been 3 recessions in the last 30 years: the market has gone up well in advance of the actual economy improving A market bottom could come when there is...
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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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