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 Investment Miscellanea - Friday, July 25th, 2025

 July 25, 2025 |Joshua Kingsmill
It’s an easy rationalization to say: “Well, the markets are at an all-time high, let’s just wait”. I’ve got a neat chart to help us all out. History shows there is little difference between future returns following a new all-time high and future returns...
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Kingsmill Investment Miscellanea - Friday, July 11th, 2025

 July 14, 2025 |Joshua Kingsmill
How many of you have had rides in an "autonomous vehicle": AVs? In San Francisco, Google’s Waymo self-driving taxi services are everywhere. I tell my 6-year-old that he probably won’t need a driver’s license. They haven’t come to Canada yet, but apparently...
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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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