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, March 26, 2021

 March 26, 2021 |Joshua Kingsmill
Key Takeaways 10% of Global Oil stuck in a massive “Traffic Jam” The Debt of Nations: think of it in terms of debt of a household Low interest rates have benefited home owners, in the same manner it benefits country debt Everyone has heard of the term...
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Kingsmill's Investment Miscellanea: Friday, March 19, 2021

 March 19, 2021 |Joshua Kingsmill
Key Takeaways Investing without the first consideration being the Covid angle: it’s going to be the new normal What’s old is now new again: Electric vehicles time might be coming Are we really going to look back at “peak-gasoline”? There were two milestones...
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Kingsmill's Investment Miscellanea: Friday, March 12, 2021

 March 12, 2021 |Joshua Kingsmill
Key Takeaways A $1.9 Trillion dollar spending package seems massive, but put into context it really isn’t US personal wealth last year rose to over $130 trillion If the U.S. can kick the can down the alley, and recover back to 4% unemployment in the next...
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Kingsmill's Investment Miscellanea: Friday, March 5, 2021

 March 05, 2021 |Joshua Kingsmill
Key Takeaways As vaccinations increase globally, its reasonable to look at what happens on the other side Canada however, is still very far behind its peers, or most nations on this At some point however, the “forced savings” of Canadians will go to work:...
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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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