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

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...
Read more

Kingsmill's Investment Miscellanea: Friday, November 13, 2020

November 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...
Read more

Kingsmill's Investment Miscellanea: Friday, October 9, 2020

October 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...
Read more

Kingsmill's Investment Miscellanea: Friday, September 18, 2020

September 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...
Read more

Kingsmill’s Investment Miscellanea: Friday August 21, 2020

August 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

Read more

Kingsmill’s Investment Miscellanea: Friday August 7, 2020

August 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...
Read more

Kingsmill’s Investment Miscellanea: Friday July 17, 2020

July 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...
Read more

Kingsmill’s Investment Miscellanea: Friday July 3, 2020

July 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...
Read more

Kingsmill’s Investment Miscellanea: Friday June 26, 2020

June 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...
Read more

Kingsmill’s Investment Miscellanea: Friday June 19, 2020

June 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...
Read more

Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor


Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields