A flat tape with a busy corner: Communication Services.
An hour into the session, SPY sat at 738.47, -0.07% on the day. Five sessions running it's -0.52%. VIX 19.3, firming — protection is getting bid — somebody's nervous.
6 of the eleven sectors were green — more green than red under the hood. Communication Services (XLC) led at +1.64%; Technology (XLK) brought up the rear at -1.82%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.
63% 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 — 2 sessions and counting.
Elsewhere: oil $83.63 (-6.36%), gold $4,078 (+0.26%). Neither asked for attention today; I note them anyway.
On the congressional side of the ledger: 2 buys and 5 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 10:34 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.
| Communication Services | XLC | +1.64% |
| Consumer Staples | XLP | +1.37% |
| Consumer Discretionary | XLY | +1.12% |
| Healthcare | XLV | +1.05% |
| Financials | XLF | +0.99% |
| Materials | XLB | +0.12% |
| Real Estate | XLRE | -0.13% |
| Utilities | XLU | -0.46% |
| Industrials | XLI | -0.47% |
| Energy | XLE | -1.48% |
| Technology | XLK | -1.82% |