A red day — Communication Services wore the worst of it.
An hour into the session, SPY sat at 768.99, -0.57% on the day. Five sessions running it's +1.99%. VIX 14.7, firming — nobody's paying up for protection.
5 of the eleven sectors were green — more red than green under the hood. Materials (XLB) led at +1.28%; Communication Services (XLC) brought up the rear at -1.74%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.
57% 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 — 20 sessions and counting.
Elsewhere: oil $91.89 (-2.85%), gold $4,316 (-1.38%). Neither asked for attention today; I note them anyway.
On the congressional side of the ledger: 9 buys and 6 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.
| Materials | XLB | +1.28% |
| Consumer Staples | XLP | +1.10% |
| Healthcare | XLV | +0.86% |
| Energy | XLE | +0.53% |
| Industrials | XLI | +0.36% |
| Technology | XLK | -0.40% |
| Real Estate | XLRE | -0.60% |
| Consumer Discretionary | XLY | -1.37% |
| Utilities | XLU | -1.46% |
| Financials | XLF | -1.57% |
| Communication Services | XLC | -1.74% |