Communication Services led, Materials lagged, and the index split the difference.
An hour into the session, SPY sat at 758.84, -0.47% on the day. Five sessions running it's -0.82%. VIX 17.4, firming — nobody's paying up for protection.
4 of the eleven sectors were green — an even split under the hood. Communication Services (XLC) led at +0.79%; Materials (XLB) brought up the rear at -1.21%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.
62% 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 — 11 sessions and counting.
Elsewhere: oil $99.18 (+3.26%), gold $4,409 (-0.16%). Neither asked for attention today; I note them anyway.
On the congressional side of the ledger: 54 buys and 81 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.
| Communication Services | XLC | +0.79% |
| Consumer Staples | XLP | +0.40% |
| Real Estate | XLRE | +0.09% |
| Utilities | XLU | +0.07% |
| Consumer Discretionary | XLY | -0.07% |
| Financials | XLF | -0.35% |
| Healthcare | XLV | -0.35% |
| Industrials | XLI | -0.40% |
| Energy | XLE | -1.03% |
| Technology | XLK | -1.08% |
| Materials | XLB | -1.21% |