picture, largely driven by the earnings. davidson, those are some of the highlights. the dow, under pressure. the s&p, little changed. netflix is certainly helping matters. if you take a look at what is moving under the hood of the s&p as oneu have financials of the worst performing sectors report,at goldman sachs not only first-half trading butnue week, but weak, the second-quarter commodities trading revenue, the weakest on record. one of the groups that is also seeing some weakness is the home builders. all lower. we got the july reading for the national association of homebuilders sentiment, and we saw sentiment weakening, part of it having to do with the lack of action in washington, or at least not as soon as the most optimistic predictions had been expecting. there is some concern about economic growth. take a look at the bloomberg. we ve got a look at this homebuilder confidence. that is in yellow. we did peak earlier this year, and since then, we ve been coming dow