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 28th, 2024

June 28, 2024 |Joshua Kingsmill
In the event anyone is looking for something to read on what is hopefully a glorious long-weekend, we have attached RBC’s 2024 Mid-Year focus. If instead you just want a “Coles Note’s” version: 1. “Trees don’t grow all the way to the sky”. The consensus...
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Kingsmill's Investment Miscellanea - Friday June 14th, 2024

June 14, 2024 |Joshua Kingsmill
We are generating reports to see who might take this increased inclusion rate from 50% to 66% on Capital Gains, and be in touch with those who ought to consider it, or at least understand the implications. Going back to the interest rate cut last week...
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Kingsmill's Investment Miscellanea - Friday June 7th, 2024

June 10, 2024 |Joshua Kingsmill
I'll have more commentary next week once I've had a chance to digest the interest rate cut announced this week (and seemingly more to come in the following months). This has implications to consider in terms of investing going forward, mortgage rates...
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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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