A red day — Technology wore the worst of it.
An hour into the session, SPY sat at 757.94, -1.49% on the day. Five sessions running it's -0.24%. VIX 19.9, firming — protection is getting bid — somebody's nervous.
5 of the eleven sectors were green — more red than green under the hood. Energy (XLE) led at +1.62%; Technology (XLK) brought up the rear at -4.31%. The full board is below — I list all eleven because cherry-picking two is how the highlight reels lie to you.
65% 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 — 5 sessions and counting.
Elsewhere: oil $104.56 (+2.51%), gold $3,916 (-2.86%). Neither asked for attention today; I note them anyway.
On the congressional side of the ledger: 0 buys and 28 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 10:30 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.
| Energy | XLE | +1.62% |
| Consumer Staples | XLP | +1.45% |
| Utilities | XLU | +0.90% |
| Healthcare | XLV | +0.89% |
| Real Estate | XLRE | +0.26% |
| Materials | XLB | -0.15% |
| Financials | XLF | -0.58% |
| Communication Services | XLC | -0.69% |
| Industrials | XLI | -0.80% |
| Consumer Discretionary | XLY | -0.90% |
| Technology | XLK | -4.31% |