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

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The Daily Leading Index decreased by 0.83% percentage points to 6.61%.  The Daily Coincident Index is at 4.43%.  

Stock prices were down for the week while bond prices were up.   The yields on the 10 year Treasury dropped to 1.64%, the lowest in one and a half years.     

The Leading Indicator for International Developed Markets (EFA) increased by 0.78% percentage points to 1.46% continuing a small two month recovery after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) is at 4.67%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/02/charting-last-week-126-13015.html
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Hiroshi Hishida

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The Daily Leading Index increased by 0.04% percentage points to 7.45%.  The Daily Coincident Index is at 4.43%. 

Stock prices were up for the week.  Bond prices were up except for International Treasury Bonds (BWX) which fell as the European Central Bank launched another round of Quantitative Easing.   
The Leading Indicator for International Developed Markets (EFA) increased by 0.01% percentage points to 0.64%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.67%.  

Earnings season for the S&P 500 is starting up.  With 19% of the S&P 500 reporting earnings for last quarter, operating full year earnings are on pace to be up 7.9% year over year.  This is down from 12.0% growth last quarter.  This week will be the busiest week for earnings reports with 35.5% of the S&P 500 reporting earnings.

The Leading Indicator for International Developed Markets (EFA) increased by 0.03% percentage points to 0.68%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.67%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/01/charting-last-week-120-12315.html
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The Leading Indicator for International Developed Markets (EFA) rose to 0.74% and is 0.15% percentage points higher than last month.  The Leading Indicator for International Emerging Markets (EEM) is at 4.42%.

The OECD released their Leading Indicators for most major countries yesterday.  14 of the 20 countries in the Developed Markets had declining Leading Indices.  The Leading Indices declined for 8 out of 15 countries in the Emerging Markets.  

I have posted some graphs on my blog:

http://northscm.blogspot.com/2015/01/international-leading-indicators-11215.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
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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
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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
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Hiroshi Hishida

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REITs (Real Estate Investment Trusts) led the way with a 30.4% gain during 2014.  They also had the lowest correlation to the S&P 500 for any asset class besides bonds.  The low correlation of REITs to equities makes them an important piece of a diversified portfolio.  Long Term Treasuries posted the second largest gain for the year at 27.5% boosted by falling interest rates.

I have posted an interactive chart on my blog where you can highlight the returns for 15 different asset classes over the last 20 years.  

http://northscm.blogspot.com/2015/01/periodic-table-of-investments-2014.html
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The Daily Leading Index decreased by 0.54% percentage points to 7.89%.  The Daily Coincident Index decreased to 4.443%. 

Earnings season for the S&P 500 is starting up.  With 11% of the S&P 500 reporting earnings for last quarter, operating full year earnings are on pace to be up 7.9% year over year.  This is down from 12.0% growth last quarter. 

Stock prices were mixed for the week.  Bond prices were mostly up as interest rates fell further.   

The Leading Indicator for International Developed Markets (EFA) increased by 0.01% percentage points to 0.64%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.67%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/01/charting-last-week-112-11615.html
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The Daily Leading Index decreased by 0.39% percentage points to 7.34%.  The Daily Coincident Index increased to 4.66%.

Stock prices were mixed for the week.  Bond prices were up as interest rates fell.  The 10 Year Treasury broke below 2% for the first time since May of 2013.  A year ago the 10 Year Treasury was around 3%.  

The Leading Indicator for International Developed Markets (EFA) increased by 0.06% percentage points to 0.63%.  The Leading Indicator for International Emerging Markets (EEM) is at 4.24%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/01/charting-last-week-15-1915.html
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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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