Big Picture · Week of 10 August 2026
What the Talking
Headge Said.
Talking heads on US markets publish on their own YouTube channels and X handles. Headge turns those posts and videos into short, source-backed views of who said it, about what, which direction, and over which horizon, so the catch-up takes fifteen minutes.
Housing market conditions have deteriorated sharply, with investor confidence at its worst level in at least three years and affordability posing a major political risk.
Steve Hanke LOWER
Johns Hopkins. Money supply, currency regimes and inflation forecasting from monetary aggregates.
New Views Today
LatestBullish
Expedia’s weekly PPO has generated three buy signals since June 2024, with the most recent in June, highlighting favorable periods to accumulate shares.
$IWM closed at an all-time high alongside the Value Line Small Cap index, underscoring strength across two differently constructed small-cap benchmarks.
Bitcoin could rise alongside gold if gold builds momentum, although a new catalyst is needed for Bitcoin to lead independently.
Bearish
Housing market conditions have deteriorated sharply, with investor confidence at its worst level in at least three years and affordability posing a major political risk.
Long bond yields appear determined to move higher despite softer inflation and weaker economic data, leaving long-duration Treasuries under continued pressure.
Inflation has persisted despite 175 basis points of Fed rate cuts since September 2024, with the 30-year Treasury yield reaching 5.3%, its highest since 2007.
1 Week Horizon
Wang · SPY
Roberts · SPY
Keller · PSTL
Hanke · USO
Parets · IWM
Shannon · NVDA
Shannon · IWM
Shannon · QQQ
Shannon · SPY
Shannon · SSPC
Shannon · SPCX
Shannon · MAGS
Shannon · XLE
Shannon · TLT
Shannon · XLF
Hanke · DXY
Parets · SPY
Mancini · SPY
Keller · STX
Reznicek · STDN
Keller · SPY
Shannon · GM
Karsan · Positioning & Vol
Schiff · STRC1 Month Horizon
Hanke · Housing
Hanke · Growth
Wang · TLT
Wang · Housing
Wang · Growth
Wang · Tariffs & Geopolitics
Wang · Inflation
Bilello · Inflation
DiMartino Booth · Growth
Keller · EXPE
Keller · GLD
Keller · RTX
Keller · PNC
Keller · VLO
Keller · XLK
DiMartino Booth · SHY
DiMartino Booth · Recession Risk
DiMartino Booth · HYG
Snider · TLT
Snider · Growth
Snider · Fed Policy
Snider · LABOR
Hanke · GLD
Karsan · USO
Housing market conditions have deteriorated sharply, with investor confidence at its worst level in at least three years and affordability posing a major political risk.
1 Year Horizon
Hanke · Fiscal & Treasury
Bianco · LABOR
Snider · Liquidity
DiMartino Booth · LABOR
Hanke · AI
Snider · Inflation
Timmer · BTC
Timmer · GLD
Ciovacco · SPY
Ciovacco · QQQ
Timmer · Liquidity
Hanke · USO
Bianco · AI
Bilello · Fiscal & Treasury
Gromen · Fed Policy
Schiff · GLD
Schiff · Inflation
Carlson · Growth
Dale · AI
Dale · SPY
Dale · Earnings
Roberts · Earnings
Shannon · BTC
Karsan · Liquidity
Federal government requires radical reconstructive reform rather than modest changes, signaling a need to curb its current fiscal trajectory through a transformational overhaul.
Moved Since Yesterday
Keller · GLD Gold and silver have started rotating higher in August after spot gold found support near $4,000 an ounce, indicating emerging strength after a six-month downtrend.
Snider · TLT Long-duration Treasuries should shift from an upward yield bias toward sideways to slightly lower yields as Fed rate cuts allow a more typical curve normalization.
Shannon · BTC Bitcoin is likely forming a durable low near the late-spring anchor, but declining long-term averages leave the outlook neutral rather than bullish or bearish.
Roberts · Fed Policy CPI rose just 0.1% for the month, reinforcing the case against another Fed rate hike and favoring an easier policy path.
Schiff · Inflation Inflation needs to average 0% for 65 months to offset the past 65 months’ 4% average and restore the Fed’s 2% target.
Roberts · Growth Household savings and checking balances remain stable and substantially above 2019 levels, with no evidence that financial strain is depleting reserves.
Where They Diverge
Words
Method
How Headge Works
- 01
Discover
Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.
- 02
Place
Each directional claim lands on one topic, with a horizon and a source. If it cannot be placed confidently, there is No View — not a guess.
- 03
Read
Start with Latest, then the 1 Week, 1 Month, and 1 Year horizons. Open a portrait for the analyst, or a summary for the topic.
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Source-Backed
Every view links to the original post or the exact YouTube moment.
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Closed Catalog
A view occupies one named topic. Headge does not invent a new one to make it fit.
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Mix Is a Count
Bull, Neutral, and Bear are tallies of unique analysts, not a house call.