The index stood still. Communication Services didn't.
An hour into the session, SPY sat at 771.10, +0.04% on the day. Five sessions running it's +0.74%. VIX 14.3, easing — nobody's paying up for protection.
6 of the eleven sectors were green — an even split under the hood. Communication Services (XLC) led at +1.03%; Industrials (XLI) brought up the rear at -0.72%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.
75% 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 — 3 sessions and counting.
Elsewhere: oil $82.81 (-0.86%), gold $4,612 (+0.05%). Neither asked for attention today; I note them anyway.
On the congressional side of the ledger: 6 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 10:31 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.
| Communication Services | XLC | +1.03% |
| Consumer Discretionary | XLY | +0.61% |
| Consumer Staples | XLP | +0.40% |
| Financials | XLF | +0.19% |
| Energy | XLE | +0.15% |
| Utilities | XLU | +0.05% |
| Real Estate | XLRE | +0.00% |
| Healthcare | XLV | -0.43% |
| Technology | XLK | -0.52% |
| Materials | XLB | -0.58% |
| Industrials | XLI | -0.72% |