The tape lifted, Real Estate out front.
An hour into the session, SPY sat at 779.10, +0.86% on the day. Five sessions running it's +1.36%. VIX 14.8, firming — nobody's paying up for protection.
8 of the eleven sectors were green — more green than red under the hood. Real Estate (XLRE) led at +1.52%; Energy (XLE) brought up the rear at -0.43%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.
71% of the big-cap board is holding above its own 200-day line. The larger shape of things lately: a strong bull tape — dips keep getting bought.
Elsewhere: oil $80.45 (-3.39%), gold $4,431 (+0.50%). Worth a line each, no more.
On the congressional side of the ledger: 30 buys and 38 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 10:31 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.
| Real Estate | XLRE | +1.52% |
| Technology | XLK | +1.45% |
| Communication Services | XLC | +1.37% |
| Consumer Staples | XLP | +1.17% |
| Utilities | XLU | +0.66% |
| Consumer Discretionary | XLY | +0.56% |
| Financials | XLF | +0.52% |
| Healthcare | XLV | +0.41% |
| Industrials | XLI | -0.13% |
| Materials | XLB | -0.27% |
| Energy | XLE | -0.43% |