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 - Thursday June 30th, 2022

 June 30, 2022 |Joshua Kingsmill
A few house-keeping notes: The Canadian Markets are closed on Friday (Canada Day), and the U.S. markets closed on Monday (Independence Day). European markets will be open, which brings me to the brief topic for the long weekend. Inflation is to be sure...
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Kingsmill's Investment Miscellanea - Friday June 24th, 2022

 June 24, 2022 |Joshua Kingsmill
I’m often asked “are we in or going into a recession?” Technically, a recession is viewed as 2 consecutive quarters of negative economic growth. Whether or not an actual recession occurs, it’s safe to say that the market is in the process of factoring...
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Kingsmill's Investment Miscellanea - Friday June 17th, 2022

 June 17, 2022 |Joshua Kingsmill
One of the perhaps unintended consequences of rising inflation, as it relates to wages, is the rise of the robots: I’m not sure if this means the rise of Skynet (a Terminator movie reference: Skynet was the fictional artificial neural network-based system...
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Kingsmill's Investment Miscellanea - Friday June 10th, 2022

 June 10, 2022 |Joshua Kingsmill
As I work on my next presentation, for later in the summer/back to school, (trying to arrange an “Oil” conference” so stay tuned!), I circle back to the real estate market. I found this chart captured a lot of information that I am often asked about,...
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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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