A flat tape with a busy corner: Industrials.
An hour into the session, SPY sat at 765.11, -0.11% on the day. Five sessions running it's -0.50%. VIX 15.5, firming — nobody's paying up for protection.
5 of the eleven sectors were green — an even split under the hood. Industrials (XLI) led at +1.12%; Consumer Discretionary (XLY) brought up the rear at -0.55%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.
76% 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.
Elsewhere: oil $81.65 (-0.86%), gold $4,678 (+0.87%). Worth a line each, no more.
On the congressional side of the ledger: 16 buys and 20 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 10:30 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.
| Industrials | XLI | +1.12% |
| Energy | XLE | +1.10% |
| Utilities | XLU | +0.68% |
| Materials | XLB | +0.63% |
| Consumer Staples | XLP | +0.06% |
| Technology | XLK | -0.10% |
| Real Estate | XLRE | -0.13% |
| Financials | XLF | -0.20% |
| Communication Services | XLC | -0.27% |
| Healthcare | XLV | -0.41% |
| Consumer Discretionary | XLY | -0.55% |