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...
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Kingsmill's Investment Miscellanea: Friday, December 18, 2020

 December 18, 2020 |Joshua Kingsmill
Key Takeaways The approval of COVID-19 vaccinations and the announcement of roll-outs is very promising. Having enough people agree to immunization is the critical next step in the global recovery from this pandemic. Some might be "All shook up" to realize...
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Kingsmill's Investment Miscellanea: Friday, December 11, 2020

 December 11, 2020 |Joshua Kingsmill
Key Takeaways Computer programming has created some incredible wealth for those who have applied it to new industries. Airbnb and DoorDash are the most recent headline-grabbing “software” companies that have caught investors' attention. Their long-term...
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Kingsmill's Investment Miscellanea: Friday, December 4, 2020

 December 04, 2020 |Joshua Kingsmill
Key Takeaways The movie industry is just another example of adapting their business practices to connect with customers using non-traditional methods. Bank Branches and Movie theatres actually have more in common in business practices than we might realize...
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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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