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

 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...
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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...
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Kingsmill’s Investment Miscellanea: Friday June 12, 2020

 June 12, 2020 |Joshua Kingsmill
Key Takeaways: Shift towards "all things digital." The most sought after entry-level jobs of today are different from a different skill-set than before. The evolution of Television is a good illustration of how Technology and investing have shifted. A...
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Kingsmill’s Investment Miscellanea: Friday June 5, 2020

 June 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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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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