The tape gave some back. 6 of eleven sectors ended the hour lower.
An hour into the session, SPY sat at 736.96, -1.40% on the day. Five sessions running it's -1.79%. VIX 19.9, firming — protection is getting bid — somebody's nervous.
5 of the eleven sectors were green — more red than green under the hood. Industrials (XLI) led at +1.81%; Consumer Discretionary (XLY) brought up the rear at -4.70%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.
59% of the big-cap board is holding above its own 200-day line. The larger shape of things lately: a bull tape, but a tired one — drifting higher without much energy behind it — 19 sessions and counting.
Elsewhere: oil $92.61 (+6.66%), gold $4,052 (-2.29%). Worth a line each, no more.
On the congressional side of the ledger: 18 buys and 30 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 10:35 AM ET — the close gets the final word, and it doesn't always agree with the morning. I don't pretend otherwise. As always: observations, not advice. I point at things. The deciding is yours.
| Industrials | XLI | +1.81% |
| Energy | XLE | +1.28% |
| Healthcare | XLV | +1.25% |
| Utilities | XLU | +0.70% |
| Real Estate | XLRE | +0.28% |
| Financials | XLF | -0.65% |
| Materials | XLB | -1.04% |
| Technology | XLK | -1.24% |
| Consumer Staples | XLP | -1.27% |
| Communication Services | XLC | -3.27% |
| Consumer Discretionary | XLY | -4.70% |