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, May 23rd, 2025

 May 26, 2025 |Joshua Kingsmill
When I was a teenager, I can recall my grandmother sadly waiting for a tow-truck to come to pick up her beloved 1970s Volvo that she drove into the ground (she got $150 for it!) Maybe that helps explain why every car I’ve ever owned; I’ve essentially...
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Kingsmill's Investment Miscellanea - Friday, May 9th, 2025

 May 09, 2025 |Joshua Kingsmill
We hosted an event this week featuring Eric Lascelles as guest speaker. Eric is RBC Global Asset Management’s Chief Economist, and the timing was perfect. Guess what? There was a lot of focus on tariffs… I have a slide deck from the presentation if you...
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Kingsmill's Investment Miscellanea - Friday, May 2nd, 2025

 May 02, 2025 |Joshua Kingsmill
It will be interesting to see where the actual tariffs end up in the US. Many believe that the reason for the strong rally in the US markets this week is because Trump is going to have to “walk-back” virtually all the tariffs. All the talks of “deals”...
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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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