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 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 5, 2020

Jun 05, 2020 |Joshua Kingsmill
Key Takeaways: Even if we knew the headlines a year ago, they don't seem to "match" the market. The stock markets' relative importance ought to be understood in the context of the over-all World. Undoubtedly, what we invest in, and what things will be...
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Kingsmill’s Investment Miscellanea: Friday May 22, 2020

May 22, 2020 |Joshua Kingsmill
Key Takeaways: Empty airports an illustration of how things have changed The market has rallied significantly: in anticipation of things improving going forward. Consider best-practices as we start to reintegrate into day to day society again. This weekend...
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Kingsmill’s Investment Miscellanea: Friday, May 8, 2020

May 08, 2020 |Joshua Kingsmill
Key Takeaways: Health concerns balanced with the need to move on The relationship between new cases, the Economy and the market: not all trending in the same direction How much should we rely on the accuracy of surveys: even on Mother’s Day? We are all...
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Kingsmill's Investment Miscellanea: Friday, April 24, 2020

Apr 24, 2020 |Joshua Kingsmill
Key Takeaways: You don’t have to “earn” it back the same way you ”lost” it Is this time going to be any different? Why you can’t make money on Oil right now, even when they pay you to take it away I spend a lot of time trying to strategize for what it...
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Kingsmill’s Investment Miscellanea: Friday, April 17, 2020

Apr 17, 2020 |Joshua Kingsmill
Key Takeaways: Tax-savings and deferrals for pensioners Mortgage relief for eligible homeowners Benefits for eligible teenage children The federal government has rolled out a series of measures to help Canadian businesses and families weather the COVID-19...
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Kingsmill’s Investment Miscellanea: Friday March 27 2020

Mar 27, 2020 |Joshua Kingsmill

How much would a crystal ball that worked be worth that could foresee the day to day ups and downs of the market?

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Empty Borders at the US & Canada Borders

Kingsmill’s Investment Miscellanea: Friday March 20, 2020

Mar 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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Kingsmill's Investment Miscellanea: Friday, Feb 21, 2020

Feb 21, 2020 |Joshua Kingsmill
Key Takeaways: Economic models do a poor job of really understanding what's happening in the economy (Ronald Reagan used to say that if economists designed Trivial Pursuit, it would have 100 questions and 3,000 answers) Investors tend to anchor to prior...
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Kingsmill's Investment Miscellanea: Friday, Feb 14, 2020

Feb 14, 2020 |Joshua Kingsmill
Key Takeaways: There is always an apprehension that one could be investing at the wrong time Mathematically, compounding matters far more for returns than getting the timing correct “Time in the market” matters much more than “timing the market.” I often...
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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

416-842-6717 | Email me

Piotr Zajkowski

Senior Associate

416-842-2413 | Email me

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