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Hiroshi Hishida
Works at North Star Capital Management
Attended University of Oregon
Lives in Burlingame, CA
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Hiroshi Hishida

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The Daily Leading Index decreased by 0.46% percentage points to 5.04%.  The Daily Coincident Index is at 4.54%.  

Stock prices were down for the week while bond prices were mixed.  Fed Funds futures are implying a 38 percent chance of a rate hike by September with an implied rate of 0.32% (down from a 46 percent chance last week and an implied rate of 0.36%) according to CME Group's FedWatch tool.  

The Leading Indicator for International Developed Markets (EFA) increased by 0.38% percentage points to 2.06%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.72%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/03/charting-last-week-323-32715.html
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The Daily Leading Index decreased by 1.00% percentage points to 5.64%.  The Daily Coincident Index is at 4.84%.  

Stock and bond prices were mixed for the week.  Fed Funds futures are now implying a 58 percent chance of a rate hike by September with an implied rate of 0.43% (down from a 66 percent chance last week and an implied rate of 0.48%)  according to CME Group's FedWatch tool.    

The Leading Indicator for International Developed Markets (EFA) increased by 0.07% percentage points to 1.58%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.79%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/03/charting-last-week-39-31315.html
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The Leading Indicator for International Developed Markets (EFA) rose to 1.58% and is 0.05% percentage points higher than last month.  The Leading Indicator for International Developed Markets (EFA) has now risen for three months in a row after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 4.79%.

The OECD released their Leading Indicators for most major countries on Monday.  13 of the 20 countries in the Developed Markets had increasing Leading Indices.  The Leading Indices increased for 7 out of 15 countries in the Emerging Markets. 

I have posted some graphs on my blog:

http://northscm.blogspot.com/2015/03/international-leading-indicators-march.html
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The Daily Leading Index increased by 0.62% percentage points to 6.51%.  The Daily Coincident Index is at 4.44%.

Stock were relatively flat after inching into record territory earlier in the week.  Bond prices were mostly up.

The Leading Indicator for International Developed Markets (EFA) decreased by 0.05% percentage points to 1.51%.  The Leading Indicator for International Emerging Markets (EEM) is at 2.74%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/03/charting-last-week-223-22715.html
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Hiroshi Hishida

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The Daily Leading Index decreased by 0.80% percentage points to 5.24%.  The Daily Coincident Index is at 4.70%.  

Stock prices posted strong gains for the week while bond prices were mostly down.  The S&P 500 (SPY) has remained a hair below the overbought territory (the red area in the charts representing 2 standard deviations above the normal 21 day trading range).  On Thursday, SPY closed half a cent below the overbought territory and on Friday it closed 1.3 cents below. 

With 84% of the S&P 500 reporting earnings for last quarter, operating full year earnings are on pace to be up 2.7% year over year.  This is down from 12.0% year over year growth last quarter.  Operating full year earnings are down 2.9% compared to full year earnings last quarter.  The slowdown in earnings is mainly due to the energy sector and the decline in oil prices.

The Leading Indicator for International Developed Markets (EFA) increased by 0.07% percentage points to 1.53% continuing a small two month recovery after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 2.84%.

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/02/charting-last-week-29-21315_15.html
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Hiroshi Hishida

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A nice and creative time-lapse video.
 
Boston Harbor Time Lapse.

H/T +Paul Nahas 

Traditional time-lapses are constrained by the idea that there is a single universal clock. In the spirit of Einstein's relativity theory, layer-lapses assign distinct clocks to any number of objects or regions in a scene. Each of these clocks may start at any point in time, and tick at any rate. The result is a visual time dilation effect known as layer-lapse.

Video by +Julian Tryba 
See the full amazing HD video here-->
http://vimeo.com/108792063

#Boston   #BostonHarbor   #Timelapse   #Photography   #Video  
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The Daily Leading Index decreased by 0.14% percentage points to 5.49%.  The Daily Coincident Index is at 4.54%.

Stock and bond prices surged higher this week led by REITs which were up 5.6% for the week.  The Fed made downward revisions to the expected path of the Fed Funds Rate.  Fed Funds futures are now implying a 46 percent chance of a rate hike by September with an implied rate of 0.36% (down from a 58 percent chance last week and an implied rate of 0.43%) according to CME Group's FedWatch tool.   The market is still expecting a rate hike this year, but the expected timeline has been pushed back by a few weeks. 

The Leading Indicator for International Developed Markets (EFA) decreased by 0.04% percentage points to 1.69%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.78%.

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/03/charting-last-week-316-32015.html
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The Daily Leading Index increased by 0.12% percentage points to 6.64%.  The Daily Coincident Index is at 4.84%. 

Stock and bond prices were down across the board on Friday after a stronger than expected employment report.  Fed Funds futures are now implying a 66 percent chance of a rate hike in September (up from a 46 percent chance last week)  according to CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) had no updates and is at 1.51%.  The Leading Indicator for International Emerging Markets (EEM) increased to 2.99%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/03/charting-last-week-32-3615.html
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Hiroshi Hishida

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The Daily Leading Index increased by 0.66% percentage points to 5.89%.  The Daily Coincident Index is at 4.44%.  

Stock were up for the week while bond prices were mostly down.  The S&P 500 is yet again in record territory closing above 2100 for the first time this week. 

With 90% of the S&P 500 reporting earnings for last quarter, operating full year earnings are on pace to be up 2.9% year over year.  This is down from 12.0% year over year growth last quarter.  Operating full year earnings are down 2.7% compared to full year earnings last quarter.  The slowdown in earnings is mainly due to the energy sector and the decline in oil prices.

The Leading Indicator for International Developed Markets (EFA) increased by 0.03% percentage points to 1.56% continuing a small two month recovery after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 2.74%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/02/charting-last-week-217-22015.html
1
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The Leading Indicator for International Developed Markets (EFA) rose to 1.53% and is 0.79% percentage points higher than last month.  The Leading Indicator for International Developed Markets (EFA) has now risen for two months in a row after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 2.87%.

The OECD released their Leading Indicators for most major countries on Monday.  13 of the 20 countries in the Developed Markets had increasing Leading Indices.  The Leading Indices increased for 9 out of 15 countries in the Emerging Markets. 

I have posted some graphs on my blog:

http://northscm.blogspot.com/2015/02/international-leading-indicators.html
2
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The Daily Leading Index decreased by 0.49% percentage points to 6.04%.  The Daily Coincident Index is at 4.70%

Stock prices posted strong gains for the week while bond prices were mostly down. 

With 75% of the S&P 500 reporting earnings for last quarter, operating full year earnings are on pace to be up 4.2% year over year.  This is down from 12.0% year over year growth last quarter.  Operating full year earnings are down 1.5% compared to full year earnings last quarter.  Earnings are expected to slow further through the first two quarters of 2015. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/02/charting-last-week-29-21315.html
1
Add a comment...
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In his circles
1,519 people
Have him in circles
459 people
Graeme Pitt's profile photo
Fred Stewart's profile photo
J.J. Vega's profile photo
John Foster's profile photo
Ashok Ramprasad's profile photo
Nirmal Bhandari's profile photo
Ray Jones's profile photo
Men's Fashion Shirts Online's profile photo
Ryan Taylor's profile photo
Education
  • University of Oregon
    Finance, 1989 - 1994
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Helping clients navigate the turbulent business cycles...
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North Star Capital Management: Investment Advisor helping clients navigate the turbulent business cycles.
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  • North Star Capital Management
    Investment Advisor, 2011 - present
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Burlingame, CA
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