The index stood still. Consumer Staples didn't.
An hour into the session, SPY sat at 737.78, -0.18% on the day. Five sessions running it's -1.45%. VIX 18.7, firming — protection is getting bid — somebody's nervous.
9 of the eleven sectors were green. Consumer Staples (XLP) led at +3.90%; Technology (XLK) brought up the rear at -3.16%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.
66% 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 — 3 sessions and counting.
Elsewhere: oil $81.24 (-1.66%), gold $4,020 (-1.34%). 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 10:40 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.
| Consumer Staples | XLP | +3.90% |
| Healthcare | XLV | +2.63% |
| Materials | XLB | +2.19% |
| Communication Services | XLC | +1.56% |
| Real Estate | XLRE | +1.39% |
| Utilities | XLU | +1.35% |
| Consumer Discretionary | XLY | +0.78% |
| Financials | XLF | +0.55% |
| Energy | XLE | +0.32% |
| Industrials | XLI | -0.72% |
| Technology | XLK | -3.16% |