KINSMAN OAK CAPITAL PARTNERS
HOME about us TEAM FUND LETTERS COMMENTARY
CONTACT LOG IN
HOMEabout usTEAMFUNDLETTERSCOMMENTARY
KINSMAN OAK CAPITAL PARTNERS
CONTACTLOG IN

COMMENTARY

 
Featured
CANADIAN HOUSING PT. 2
Jun 21, 2024
CANADIAN HOUSING PT. 2
Jun 21, 2024

Reviewing Mortgage Statistics

Jun 21, 2024
THE NEW ECONOMY™
Sep 14, 2022
THE NEW ECONOMY™
Sep 14, 2022

Meet the New Economy, Same as the Old Economy

Sep 14, 2022
INVENTORY HANGOVER
Jun 1, 2022
INVENTORY HANGOVER
Jun 1, 2022

Exploring the Early Warning Signs of a Potential Inventory Hangover

Jun 1, 2022
TWITTER'S ENDGAME
Apr 19, 2022
TWITTER'S ENDGAME
Apr 19, 2022

Examining Elon Musk’s $54.20/share Bid for Twitter and the Board’s Response

Apr 19, 2022
WHEN CAPITAL GAINS AND EPS GROWTH ARE 'TRANSITORY'
Feb 2, 2022
WHEN CAPITAL GAINS AND EPS GROWTH ARE 'TRANSITORY'
Feb 2, 2022

Examining Elon Musk’s $54.20/share Bid for Twitter and the Board’s Response

Feb 2, 2022
MOMENTUM GIVETH; MOMENTUM TAKETH AWAY
Jan 24, 2022
MOMENTUM GIVETH; MOMENTUM TAKETH AWAY
Jan 24, 2022

Escalator Up; Elevator Down

Jan 24, 2022
 
SUBSCRIBE

ARCHIVE

  • 2024
    • Jun 21, 2024 CANADIAN HOUSING PT. 2 Jun 21, 2024
  • 2022
    • Sep 14, 2022 THE NEW ECONOMY™ Sep 14, 2022
    • Jun 1, 2022 INVENTORY HANGOVER Jun 1, 2022
    • Apr 19, 2022 TWITTER'S ENDGAME Apr 19, 2022
    • Feb 2, 2022 WHEN CAPITAL GAINS AND EPS GROWTH ARE 'TRANSITORY' Feb 2, 2022
    • Jan 24, 2022 MOMENTUM GIVETH; MOMENTUM TAKETH AWAY Jan 24, 2022
  • 2021
    • Sep 27, 2021 BAK’S SANDPILE Sep 27, 2021
    • Aug 26, 2021 APPAREL RETAIL MARGIN EXPECTATIONS Aug 26, 2021
    • Aug 10, 2021 ONTARIO HOUSING MARKET Aug 10, 2021
    • Jun 8, 2021 RETURN OF THE STONKS Jun 8, 2021
    • May 27, 2021 TALE OF THE TAPE May 27, 2021
    • Apr 13, 2021 LAST OF A DYING BREED Apr 13, 2021
    • Mar 26, 2021 WeSPAC Mar 26, 2021
  • 2020
    • Dec 10, 2020 LONG IDEA - COLLIERS INTERNATIONAL GROUP Dec 10, 2020
    • Oct 6, 2020 THE RETURN OF VOLATILITY Oct 6, 2020
    • Sep 7, 2020 LESSONS FROM THE NIFTY FIFTY Sep 7, 2020
THE NEW ECONOMY™
THE NEW ECONOMY™

Meet the New Economy, Same as the Old Economy

Read More
Alexander AgostinoSeptember 14, 2022
INVENTORY HANGOVER
INVENTORY HANGOVER

Exploring the Early Warning Signs of a Potential Inventory Hangover

Read More
Alexander AgostinoJune 1, 2022
TWITTER'S ENDGAME
TWITTER'S ENDGAME

Examining Elon Musk’s $54.20/share Bid for Twitter and the Board’s Response

Read More
Alexander AgostinoApril 19, 2022
WHEN CAPITAL GAINS AND EPS GROWTH ARE 'TRANSITORY'
WHEN CAPITAL GAINS AND EPS GROWTH ARE 'TRANSITORY'

Examining Elon Musk’s $54.20/share Bid for Twitter and the Board’s Response

Read More
Alexander AgostinoFebruary 2, 2022
MOMENTUM GIVETH; MOMENTUM TAKETH AWAY
MOMENTUM GIVETH; MOMENTUM TAKETH AWAY

Escalator Up; Elevator Down

Read More
Alexander AgostinoJanuary 24, 2022

DISCLOSURE PRIVACY POLICY TERMS OF USE

Copyright © 2020 Kinsman Oak Capital Partners Inc. All rights reserved.