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, March 5, 2021

March 05, 2021 |Joshua Kingsmill
Key Takeaways As vaccinations increase globally, its reasonable to look at what happens on the other side Canada however, is still very far behind its peers, or most nations on this At some point however, the “forced savings” of Canadians will go to work:...
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Kingsmill's Investment Miscellanea: Friday, February 19, 2021

February 19, 2021 |Joshua Kingsmill
Key Takeaways Broadcasting and Sport are facing significant challenges in this digital era, and have to adapt like other industries have Advertising has shifted away from these traditional business models Cuba manufactures vaccinations, and puts Canada...
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Kingsmill's Investment Miscellanea: Friday, December 25, 2020

December 25, 2020 |Joshua Kingsmill
Who could have imagined that from the beginning of the year, where we were highs in equity markets, unemployment record lows, and a near-certain second term for the incumbent president of the U.S., to enter the worst drop in economic production, and highest...
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Kingsmill’s Investment Miscellanea: Friday November 6, 2020

November 06, 2020 |Joshua Kingsmill
So, did anything happen this week that I might have missed? Just a short one to finish up this week. Next week I will do a deeper dive into a hat I think might some of the investment implications with the arrival of a new President in 2021 While it’s...
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Empty Borders at the US & Canada Borders

Kingsmill’s Investment Miscellanea: Friday March 20, 2020

March 20, 2020 |Joshua Kingsmill
Key takeaways: 16 trading days to from an all-time high to Bear market Implications of the closing of US-Canada border: no to personal travel, but yes to goods is important A few truths about the market to be mindful of, as difficult as it is in these...
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Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor


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