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, January 31st, 2025

January 31, 2025 |Joshua Kingsmill
So, there are going to be tariffs announced in the next few weeks, we are told. I’ve said many times that we are waiting to see what they are and will make informed investment pivots if required. With all the talks of tariffs, I found this graph interesting...
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Kingsmill's Investment Miscellanea - Friday, January 24th, 2025

January 24, 2025 |Joshua Kingsmill
We are getting through our communications with clients regarding TFSA and RESP contributions for 2025 and will start looking at RRSP contributions in the next while as well. I always remind everyone: these are “elective” options. We can't do them on your...
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Kingsmill's Investment Miscellanea - Friday January 17th, 2025

January 17, 2025 |Joshua Kingsmill
As we wait for the inauguration of the President on Monday the 20th, there has been lots of speculation on when/what tariffs might be imposed on Canada. I found this interesting chart which looks at it from the other perspective. Indeed the Canada-US...
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Kingsmill's Investment Miscellanea - Friday January 10th, 2025

January 10, 2025 |Joshua Kingsmill
Happy New Year everyone! It seems like a lot has occurred in the last few weeks, between Trudeau's resignation, the “51st state”, US rate cuts, etc. We will be reaching out to each of our clients in the coming weeks to confirm RIF payments, other monthly...
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Kingsmill's Investment Miscellanea - Monday December 30th, 2024

December 30, 2025 |Joshua Kingsmill
We extend our warmest wishes to you and your loved ones this holiday season and look forward to supporting you in the year ahead! Please see below, my final video-edition of the Kingsmill's Investment Miscellanea to cap off the year. Happy New Year!
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Kingsmill's Investment Miscellanea - Friday November 29th, 2024

November 29, 2024 |Joshua Kingsmill
The markets are again flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs: 25% on imports from Canada and Mexico and an additional 10% on Chinese...
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Kingsmill's Investment Miscellanea - Friday November 15th, 2024

November 15, 2024 |Joshua Kingsmill
Something a little light this week. I was amazed to read that in 2023, the US spent $186 billion on their pets! This covers everything from food to vet visits, toys, grooming, and dog walking. To put this in context, while not a direct comparison, this...
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Kingsmill's Investment Miscellanea - Friday, November 1st, 2024

November 01, 2024 |Joshua Kingsmill
By next week’s post, the United States will have a new president. Interestingly, Donald Trump, is the first candidate to have run three times in a row, since Richard Nixon (who of course won twice, after losing to JFK). Longer-term, as we have re-iterated...
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Kingsmill's Investment Miscellanea - Monday, October 29th, 2024

October 29, 2024 |Joshua Kingsmill
We are trying something different this week. I’ve been working on various communications with clients, and this is our inaugural “Video” of Kingsmill Investment Miscellanea: we call this V-KIM. It’s a short video discussing the upcoming US election, and...
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Kingsmill's Investment Miscellanea - Friday, October 18th, 2024

October 18, 2024 |Joshua Kingsmill
One of the main components when we start working with a client, not to mention the on-going updating and considerations that go into this, is what percentage of our investments should be “fixed”, i.e. not subject to the ups and downs of the market, and...
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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.

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