An in-between tape: Materials up front, Energy at the back.
An hour into the session, SPY sat at 773.59, +0.30% on the day. Five sessions running it's +6.04%. VIX 16.3, easing — nobody's paying up for protection.
6 of the eleven sectors were green — an even split under the hood. Materials (XLB) led at +1.36%; Energy (XLE) brought up the rear at -1.67%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.
68% 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 — 9 sessions and counting.
Elsewhere: oil $74.63 (-1.50%), gold $4,313 (+5.32%). Worth a line each, no more.
On the congressional side of the ledger: 31 buys and 33 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 10:32 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 | +1.36% |
| Healthcare | XLV | +0.73% |
| Consumer Discretionary | XLY | +0.57% |
| Industrials | XLI | +0.34% |
| Financials | XLF | +0.22% |
| Technology | XLK | +0.06% |
| Communication Services | XLC | -0.41% |
| Consumer Staples | XLP | -0.45% |
| Real Estate | XLRE | -0.89% |
| Utilities | XLU | -1.46% |
| Energy | XLE | -1.67% |