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, December 25, 2020

Dec 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 13, 2020

Nov 13, 2020 |Joshua Kingsmill
Key Takeaways When a vaccination becomes readily available, there will be different “phases” of mass-inoculation. The changes in the economy are still being understood, but many of the transformations are remarkable. A company like Amazon and its adaptation...
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Kingsmill's Investment Miscellanea: Friday, October 9, 2020

Oct 09, 2020 |Joshua Kingsmill
Key Takeaways Green bonds have grown in significance, now a 1 trillion dollar market Green bonds are also proving to be a good investment As the performance and shifts in investor sentiment converge, this trend will only continue One of the themes I have...
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Kingsmill's Investment Miscellanea: Friday, September 18, 2020

Sep 18, 2020 |Joshua Kingsmill
Key Takeaways The headline saving numbers in the past few months are likely masking consequences for the future Mortgage deferrals that are coming up in the next few weeks will be an excellent test for the economy It's an opportune time to evaluate and...
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Kingsmill’s Investment Miscellanea: Friday August 21, 2020

Aug 21, 2020 |Joshua Kingsmill

Less than ten years ago, none of Amazon, Apple or Disney were providing online content. Netflix only began providing online streaming in 2007. Now, these four companies have a combined subscriber base of over 500 million consumers, all paying monthly

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Kingsmill’s Investment Miscellanea: Friday August 7, 2020

Aug 07, 2020 |Joshua Kingsmill
Key Takeaways: China’s remarkable recovery from the Covid-19, in terms of containment, and now its economy has been remarkable Consumer spending in China has changed, and behaviour has shifted To the extent that other economies follow China’s recovery...
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Kingsmill’s Investment Miscellanea: Friday July 17, 2020

Jul 17, 2020 |Joshua Kingsmill
Key Takeaways: Our own experiences shape the investment perspective. Generation Z is now the single largest population group in the world. Understanding their perspectives gives insight into how investing will change in the future. This week, I celebrated...
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Kingsmill’s Investment Miscellanea: Friday July 3, 2020

Jul 03, 2020 |Joshua Kingsmill
Key Takeaways: Resumption of sporting events: follow the money Broadcasting rights is key to understanding the motivations behind the re-starting of sports The role of technology and live sports will continue to evolve Earlier this week, my Cottage Club...
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Kingsmill’s Investment Miscellanea: Friday June 26, 2020

Jun 26, 2020 |Joshua Kingsmill
Key Takeaways: Credit cards aren’t going away. They might get an upgrade. Retailers of the future need to be as tech-savvy as they are attuned to consumer patterns. “Brick and Mortar” won’t go away, they will evolve. I try to avoid going into Shopping...
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Kingsmill’s Investment Miscellanea: Friday June 19, 2020

Jun 19, 2020 |Joshua Kingsmill
Key Takeaways: Mass social gatherings, despite the risks, a reflection of our times. Lobsters and the stock market: some parallels. "Summer Homework," reaching out to assess and plan. There is a video that is making the rounds: The New York backdrop is...
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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

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