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Monday, September 28, 2026 · first-hour read, 10:31 AM ET

A red day — Communication Services wore the worst of it.

SPY 767.28-0.53%5-day -0.82%VIX 15.9above 200-day 58%

An hour into the session, SPY sat at 767.28, -0.53% on the day. Five sessions running it's -0.82%. VIX 15.9, firming — nobody's paying up for protection.

4 of the eleven sectors were green — an even split under the hood. Energy (XLE) led at +0.54%; Communication Services (XLC) brought up the rear at -1.13%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.

58% 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 $94.04 (+1.76%), gold $4,173 (-3.44%). Neither asked for attention today; I note them anyway.

On the congressional side of the ledger: 5 buys and 55 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.

The full board — first hour, all eleven sectors
EnergyXLE+0.54%
Consumer StaplesXLP+0.45%
HealthcareXLV+0.08%
Real EstateXLRE+0.02%
MaterialsXLB-0.26%
UtilitiesXLU-0.27%
IndustrialsXLI-0.33%
FinancialsXLF-0.51%
Consumer DiscretionaryXLY-0.84%
TechnologyXLK-1.02%
Communication ServicesXLC-1.13%
Congressional ledger — last 7 daysbuys 5sells 55every filing, named →
The market is the weather. The record is the receipts.
The Disclosure →The Leaderboard →