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 May 28th, 2021

 May 28, 2021 |Joshua Kingsmill
Key Takeaways The Dow Jones was invented 125 years ago Just as investors ought to adjust their portfolios to reflect the economy, so too has the Dow Jones The “record highs” of the Jones, shouldn’t be a surprise after more 1,400 + of them This week, I...
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Kingsmill's Investment Miscellanea: Friday May 21st, 2021

 May 21, 2021 |Joshua Kingsmill
Key Takeaways CAD/USD$ is at a 5 year + high A combination of commodity price increases, and relative U.S. dollar global issues help explain this It’s certainly not the policy of Canada, however, to have a persistent high dollar, as it greatly affects...
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Kingsmill's Investment Miscellanea: Friday, May 14th 2021

 May 15, 2021 |Joshua Kingsmill
Key Takeaways “Vaccination passports” pose some worries in terms of privacy considerations Businesses and employers however are likely to embrace these practices Many countries and regions have in fact started implementing different solutions I had an...
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Kingsmill's Investment Miscellanea: Friday, May 7th 2021

 May 07, 2021 |Joshua Kingsmill
Key Takeaways Berkshire vs Blackrock: a sign of the times The importance of corporate governance and the investment mandates of many large firms are evolving, but it’s not happening overnight Younger investors place a much higher importance on ESG investing...
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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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