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, April 30 2021

 April 30, 2021 |Joshua Kingsmill
Key Takeaways Proposals to capital gains taxes in the U.S. shouldn’t come as a surprise Tax rates and the stock market don’t have a historical link What matters most is the economic backdrop when tax increases are implemented I’m not going to pull out...
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Kingsmill's Investment Miscellanea: Friday, April 23 2021

 April 23, 2021 |Joshua Kingsmill
Key Takeaways Are we in a “bubble” I’m always asked At any point in time, there are invariably bubbles in some sectors of the market Distinguishing between sectors that are in a Bubble and differentiating them from those that are not is they key Are we...
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Kingsmill's Investment Miscellanea: Friday, April 16, 2021

 April 16, 2021 |Joshua Kingsmill
Key Takeaways Our principal home is often viewed as “our best investment ever" While this might be true in some instances, there are other considerations when looking at the return from a home purchase Some of the advantages of home ownership aren’t available...
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Kingsmill's Investment Miscellanea: Friday, April 9, 2021

 April 09, 2021 |Joshua Kingsmill
Key Takeaways Consumer spending on the rise is a good sign Even relative to two years ago, spending has increased, for a number of reasons Economic expansion and spending by consumers, does provide opportunities and pitfalls to avoid as things continue...
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Kingsmill's Investment Miscellanea: Friday, April 2, 2021

 April 02, 2021 |Joshua Kingsmill
Key Takeaways Just as Bunnies have evolved, so too has the real-estate market Golf courses and dilapidated strip-malls are converting into e-commerce purposed warehouses As investors, our holdings in Real Estate should also reflect this new long-term...
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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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