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Monday, October 26, 2026 · first-hour read, 10:31 AM ET

A green day, and 9 of eleven sectors came along.

SPY 764.73+0.63%5-day -0.27%VIX 18.3above 200-day 63%

An hour into the session, SPY sat at 764.73, +0.63% on the day. Five sessions running it's -0.27%. VIX 18.3, easing — protection is getting bid — somebody's nervous.

9 of the eleven sectors were green — more green than red under the hood. Consumer Discretionary (XLY) led at +1.68%; Communication Services (XLC) brought up the rear at -0.92%. All eleven are in the table below. I publish the whole row, not just the flattering ends of it.

63% of the big-cap board is holding above its own 200-day line.

Elsewhere: oil $100.89 (-2.30%), gold $4,025 (+0.44%). Worth a line each, no more.

On the congressional side of the ledger: 15 buys and 12 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
Consumer DiscretionaryXLY+1.68%
IndustrialsXLI+0.99%
HealthcareXLV+0.83%
TechnologyXLK+0.73%
Real EstateXLRE+0.65%
FinancialsXLF+0.59%
Consumer StaplesXLP+0.23%
MaterialsXLB+0.21%
UtilitiesXLU+0.07%
EnergyXLE-0.16%
Communication ServicesXLC-0.92%
Congressional ledger — last 7 daysbuys 15sells 12every filing, named →
The market is the weather. The record is the receipts.
The Disclosure →The Leaderboard →