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, February 12, 2021

February 12, 2021 |Joshua Kingsmill
Key Takeaways When will workplace return dates be established? We all look forward to not having our home our coffee shop, restaurant, gym, bar, etc Things will be different though when we do return One of the questions I’m asked all the time is: When...
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Kingsmill's Investment Miscellanea: Friday, January 22, 2021

January 22, 2021 |Joshua Kingsmill
Key Takeaways Does the president matter that much for the performance of the market? The stock market selloff that followed the coronavirus pandemic's outbreak wiped out three and a half years' worth of market gains for Trump but rallied a lot since the...
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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 27, 2020

November 27, 2020 |Joshua Kingsmill
Key Takeaways The consensus is often wrong when looking back at a 10-year performance. It is hard to differentiate between what's important news and the underlying trends for companies and sectors. Some of the largest companies today are likely to be...
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Kingsmill's Investment Miscellanea: Friday, November 20, 2020

November 20, 2020 |Joshua Kingsmill
One of the investment challenges that I believe will start getting more attention is how multinational firms (mostly North American) will continue to access and grow in China. In the 1950s, over 90% of the global middle class resided in Europe and North...
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Kingsmill's Investment Miscellanea: Friday, October 16, 2020

October 16, 2020 |Joshua Kingsmill
Key Takeaways While government debts will continue to grow, the actual cost to service this debt is at an all-time low Negative interest rates are hard to comprehend, but they become more prevalent globally This has significant implications on investing...
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Kingsmill’s Investment Miscellanea: Friday October 2, 2020

October 02, 2020 |Joshua Kingsmill
Key Takeaways There are a lot of considerations for the markets with this election A contested election has short term consequences Expect volatility in the upcoming months I’ve included an in-depth presentation about the U.S. election, for those who...
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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...
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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...
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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...
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Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor


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