The index stood still. Materials didn't.
An hour into the session, SPY sat at 770.87, -0.12% on the day. Five sessions running it's -0.98%. VIX 16.1, easing — nobody's paying up for protection.
9 of the eleven sectors were green. Materials (XLB) led at +1.80%; Technology (XLK) brought up the rear at -1.42%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.
59% of the big-cap board is holding above its own 200-day line.
Elsewhere: oil $95.37 (-2.65%), gold $4,211 (+0.99%). Neither asked for attention today; I note them anyway.
On the congressional side of the ledger: 39 buys and 45 sales disclosed in the last seven days. Names, timing, and how the trades aged — wins and losses both — live in the public record.
The Disclosure archive → bullishbrainiacs.com/disclosure The leaderboard → bullishbrainiacs.com/leaderboard
These numbers are the first hour, stamped 10:31 AM ET — the close gets the final word, and it doesn't always agree with the morning. I don't pretend otherwise. None of this is advice. I read the public tape out loud; what you do with it is your own business.
| Materials | XLB | +1.80% |
| Utilities | XLU | +1.25% |
| Consumer Staples | XLP | +1.17% |
| Financials | XLF | +1.12% |
| Energy | XLE | +0.93% |
| Industrials | XLI | +0.92% |
| Real Estate | XLRE | +0.90% |
| Consumer Discretionary | XLY | +0.51% |
| Healthcare | XLV | +0.13% |
| Communication Services | XLC | -0.56% |
| Technology | XLK | -1.42% |