Materials led, Utilities lagged, and the index split the difference.
An hour into the session, SPY sat at 764.75, +0.29% on the day. Five sessions running it's -1.48%. VIX 15.4, easing — nobody's paying up for protection.
8 of the eleven sectors were green — more green than red under the hood. Materials (XLB) led at +2.23%; Utilities (XLU) brought up the rear at -0.90%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.
72% 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 $86.39 (-1.64%), gold $4,648 (+2.91%). Worth a line each, no more.
On the congressional side of the ledger: 26 buys and 37 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. As always: observations, not advice. I point at things. The deciding is yours.
| Materials | XLB | +2.23% |
| Healthcare | XLV | +1.37% |
| Financials | XLF | +1.03% |
| Consumer Discretionary | XLY | +0.95% |
| Consumer Staples | XLP | +0.51% |
| Communication Services | XLC | +0.47% |
| Energy | XLE | +0.33% |
| Industrials | XLI | +0.22% |
| Real Estate | XLRE | -0.02% |
| Technology | XLK | -0.33% |
| Utilities | XLU | -0.90% |