Home » The Best and The Worst of the Second Quarter 2018

The Best and The Worst of the Second Quarter 2018

The Best and The Worst of the Second Quarter 2018

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Join this channel to get access to perks:https://www.youtube.com/channel/UCIIr1ooRsSukPL7rKNr0VHQ/joinPlease check out my content on Substack and Seeking Alpha:https://www.themarketchronicle.com/https://seekingalpha.com/affiliate_link/Youtube81624#sp500 #stocks #stockmarket #cpi #fed #qqq #spy #rates Charts used with the permission of Bloomberg Finance L.P. This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott Capital Management. Mr. Kramer is not affiliated with this company and does not serve on the board of any related company that issued this stock. All opinions and analyses presented by Michael Kramer in this analysis or market report are solely Michael Kramer’s views. Readers should not treat any opinion, viewpoint, or prediction expressed by Michael Kramer as a specific solicitation or recommendation to buy or sell a particular security or follow a particular strategy. Michael Kramer’s analyses are based upon information and independent research that he considers reliable, but neither Michael Kramer nor Mott Capital Management guarantees its completeness or accuracy, and it should not be relied upon as such. Michael Kramer is not under any obligation to update or correct any information presented in his analyses. Mr. Kramer’s statements, guidance, and opinions are subject to change without notice. Past performance is not indicative of future results. Neither Michael Kramer nor Mott Capital Management guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment commentary presented in this analysis. Strategies or investments discussed may fluctuate in price or value. Investments or strategies mentioned in this analysis may not be suitable for you. This material does not consider your particular investment objectives, financial situation, or needs and is not intended as a recommendation appropriate for you. You must make an independent decision regarding investments or strategies in this analysis. Upon request, the advisor will provide a list of all recommendations made during the past twelve months. Before acting on information in this analysis, you should consider whether it is suitable for your circumstances and strongly consider seeking advice from your own financial or investment adviser to determine the suitability of any investment. 9:33
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The Best and The Worst of the Second Quarter 2018

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The Russell 2000 was the best performing index for the second-quarter rising by nearly 7.5 percent, followed by the Nasdaq Comp. up 6.5 percent, and the S&P 500 up 2.9 percent, and the Dow up just 70 bps.

^SPX Chart

^SPX data by YCharts

Sectors

Energy took the crown for being the best performing sector in the second quarter, with the XLE rising by over 12 percent, followed by the  Discretionaries.

Stocks

The best performing stock in the S&P 500 for the second-quarter: Twitter up 50.5 percent, followed by AMD up 49.1 percent, and Under Armor +46.8 percent.

The worst performing stock: Nektar down 54 percent, followed by American Airlines down 26.7 percent, and Arconic down 25.9 percent.

TWTR Chart

TWTR data by YCharts

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Yield Curve

The yield curve continued flattening during the quarter as well.

 

The chart below really shows how it has been the short-end of the curve rising to the long-end, with the 30-Year pretty much unchanged for the quarter.  Again, serving as a reminder that is because the Fed is jacking up rates on the short-end of the curve, while a globally low-interest rate environment keeps a lid on the longer-end of the curve.

The Dollar

The dollar strengthened by nearly 5 percent during the quarter.

^DXY Chart

^DXY data by YCharts

Tomorrow a look at the quarter ahead.

-Mike

Photo Credit via Flickr

Mott Capital Management, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Upon request, the advisor will provide a list of all recommendations made during the past twelve months. Past performance is not indicative of future.

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