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 October 27th, 2023

 October 27, 2023 |Joshua Kingsmill
With global interest rates reaching levels not seen in over a decade, I’m often asked whether the era of zero and negative interest rates has ended. I’ve attached an excellent piece on this, but wanted to highlight a few points. In short, it's important...
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Kingsmill's Investment Miscellanea - Friday October 13th, 2023

 October 13, 2023 |Joshua Kingsmill
One of the “secret weapons” for why the consumer has held up so well, and continues to spend in North America, is an important and little-appreciated fact: Consumers are getting older (and wealthier). Almost 18% of the US population is now 65 years or...
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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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