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, June 18th, 2021

 June 18, 2021 |Joshua Kingsmill
Key Takeaways: Does inflation mean we will get 19% government bonds again? Current inflation is entirely predictable, the question is whether its transitory or longer-term In a rising price environment, there are sectors that do benefit There has been...
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Kingsmill's Investment Miscellanea: Friday June 4th, 2021

 June 04, 2021 |Joshua Kingsmill
Key Takeaways Return to work “hybrid models” are now emerging in the U.S. Balancing the long-term ramifications of this prolonged work-at-home vs. the advantages/disadvantages of the traditional 9-5 will be interesting “3rd Child stocks”: adding to our...
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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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