Welcome to the DC Today, your daily market synopsis of the Dividing Cafe, brought to you every Monday

through Thursday to bring you up-to-date information and perspective on financial markets.

Hello and welcome to the Tuesday edition of DC today. I'd say it's pretty boring day in the market.

You have a earning season

kicking in a little bit. There's still avalanche companies that will come this week and next week.

These are the kind of heavy seasons. For us, we had just in our portfolio, I think five companies

report today. So it was quite a busy day of digestion and analysis.

We had a couple that had really big results. It was one that came down a little. But I mean,

really a strong day in the consumer staples. That was the top performing sector today, up over

1% on the day. The worst performing sector was real estate.

It was only down 50 basis points.

But you ended up with the Dow down about 90 points, a quarter of a percentage point.

The NASDAQ up about 40 basis points and the S&P up.

About what was it?

29 basis points.

Some anecdotal things I'll share.

Since the point of which Bitcoin's

ETF, not one, not singular, a big avalanche of ETFs were approved by SEC, the price

has come down 20%. The small cap sector has had quite a nice rebound. It started off on shaky ground, but it had quite a little comeback.

And I'm curious about that because it appears to me on a relative basis to have a big disconnect from big cap.

The relationship or ratios between the things like the Russell 2000 and the S&P seem really out of whack.

And to the extent that that can, that that spread in historical correlation can come together, converge without it, meaning the S&P coming down. That's probably better for market investors.

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