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 Investment Miscellanea - Friday, June 20th, 2025

 June 23, 2025 |Joshua Kingsmill
As we enter the summer months, our Weekly updates are going to move to an “aspirational” every other week publication, baring important events that might require more immediate commentary. One of the big issues from an investment perspective that we all...
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Kingsmill Investment Miscellanea - Friday, June 13th, 2025

 June 16, 2025 |Joshua Kingsmill
What a crazy end of the week: just more day to day news driven events. Oil futures rose as much as 13% on Friday after Israel carried out airstrikes against Iran's nuclear facilities, stoking fears of a wider war in the region which accounts for roughly...
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Kingsmill Investment Miscellanea - Friday, May 30th, 2025

 June 06, 2025 |Joshua Kingsmill
Not sure what everyone’s travel plans are this summer or fall. Anecdotally, I’ve seemingly had more friends, family and clients who are taking trips to Europe or the rest of the world rather than to the US. Indeed, April saw the steepest drop with number...
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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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