← The Tape · all issues
Monday, August 3, 2026 · first-hour read, 10:34 AM ET

The tape lifted, Communication Services out front.

SPY 756.03+1.21%5-day +2.30%VIX 15.6above 200-day 65%

An hour into the session, SPY sat at 756.03, +1.21% on the day. Five sessions running it's +2.30%. VIX 15.6, easing — nobody's paying up for protection.

8 of the eleven sectors were green — an even split under the hood. Communication Services (XLC) led at +3.12%; Energy (XLE) brought up the rear at -0.71%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.

65% 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 — 7 sessions and counting.

Elsewhere: oil $79.59 (-6.00%), gold $4,094 (+1.12%). Neither asked for attention today; I note them anyway.

On the congressional side of the ledger: 1 buy and 1 sale 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. None of this is advice. I read the public tape out loud; what you do with it is your own business.

The full board — first hour, all eleven sectors
Communication ServicesXLC+3.12%
Consumer DiscretionaryXLY+1.87%
IndustrialsXLI+1.12%
TechnologyXLK+0.98%
MaterialsXLB+0.48%
Real EstateXLRE+0.47%
FinancialsXLF+0.40%
UtilitiesXLU+0.26%
Consumer StaplesXLP+0.00%
HealthcareXLV-0.25%
EnergyXLE-0.71%
Congressional ledger — last 7 daysbuys 1sells 1every filing, named →
The market is the weather. The record is the receipts.
The Disclosure →The Leaderboard →