Big Picture · Week of 31 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.
US debt burden is unlikely to be resolved before a crisis, implying a worsening fiscal strain over the longer term.
Luke Gromen HIGHER
Sentiment Graph
Every portrait is one talking head and every disc is one topic. An edge is one attributed view, inked by that analyst's sentiment. A disc fills with that topic's split of analysts, Bull rising in green from the bottom and Bear in red from the top, Neutral between; its frame is the mean sentiment of the analysts on it, as is the frame around each portrait. Scrub or play the last thirty days to watch views arrive, flip, and lapse. Counts and means only, never a house view.
New Views Today
LatestBullish
US debt burden is unlikely to be resolved before a crisis, implying a worsening fiscal strain over the longer term.
Money is moving into bonds as earnings become the next warning, signaling rising demand for duration over the coming weeks.
Global energy prices have surged, driving higher rates worldwide and increasingly steep hiking cycles until the war ends.
The structural drivers of the Paradigm C bull market remain intact, favoring investors who look through near-term political and geopolitical volatility.
$PLTR remains a long-standing position with a constructive outlook, reflecting continued conviction rather than a newly initiated directional call on the shares.
Bearish
Long-duration Treasuries face renewed pressure as the 10-year yield reaches 5.12%, its highest level since 2007, while planned buybacks are unlikely to restore credibility.
US economic growth risks being choked off as real funding costs exceed CBO potential growth estimates, unless the AI boom materially lifts future productivity.
U.S. payroll revisions reveal the labor-market trend was weak throughout 2024 and 2025, making initially strong monthly employment headlines unreliable.
1 Week Horizon
McCullough · INTC McCullough · CLOX McCullough · TLT Hanke · TLT
Mancini · SPY
Bianco · Fed Policy
Sonders · Positioning & Vol McCullough · JMKE
Shapiro · UNG
El-Erian · TLT
Keller · SPY McCullough · USO
Kochuba · Positioning & Vol Sonders · LABOR
Parets · QQQ McCullough · DXY McCullough · SLV Snider · APO Snider · BX Snider · OWL Snider · BLK
Newton · RSPF Keller · Positioning & Vol Keller · TLT1 Month Horizon
Roberts · TLT Wang · Inflation Wang · Fed Policy Kochuba · ERAS Sonders · Inflation Sonders · Growth Sonders · Housing Keller · TLT
DiMartino Booth · LABOR
Kantrowitz · SPY El-Erian · TLT Hanke · TLT
Carlson · Housing McCullough · DIN DiMartino Booth · HYG DiMartino Booth · Inflation DiMartino Booth · Housing DiMartino Booth · USO DiMartino Booth · Fed Policy DiMartino Booth · AI DiMartino Booth · Earnings
Steno Larsen · Recession Risk
Bilello · Inflation McCullough · Inflation1 Year Horizon
Gromen · Fiscal & Treasury Dale · SPY McCullough · PLTR Timmer · Growth Timmer · Fiscal & Treasury
Basmajian · Earnings Bianco · DXY Bianco · TLT Bianco · BTC Hanke · AI Roberts · Inflation Roberts · TLT Roberts · SPY Roberts · Growth Roberts · LABOR Roberts · GLD Roberts · DXY Roberts · Recession Risk Snider · LABOR Gromen · TLT Hanke · Inflation Timmer · TLT Timmer · Fed Policy Keller · AI US debt burden is unlikely to be resolved before a crisis, implying a worsening fiscal strain over the longer term.
The structural drivers of the Paradigm C bull market remain intact, favoring investors who look through near-term political and geopolitical volatility.
$PLTR remains a long-standing position with a constructive outlook, reflecting continued conviction rather than a newly initiated directional call on the shares.
Daily Catch-Up
Latest Video
Healthcare Strength, Small-Cap Strain | Headge Catch-Up, 21 Sep
The day’s talking heads, market moves, and attributed views in one short catch-up.
Watch On YouTubeMoved Since Yesterday
Roberts · Earnings S&P 500 EPS growth should slow in 2027 as AI infrastructure stocks contribute less after hyperscaler capex slows and datacenter buildouts mature.
Sonders · Growth US Composite PMI rose to 58.4 in September as growth reached a five-year high, led primarily by strength in services.
McCullough · Growth US business growth surged to its fastest pace in more than five years, while job gains accelerated in September.
Keller · BTC Bitcoin has flashed the same bearish reversal pattern as the S&P 500, adding to near-term market warning signs.
Keller · USO Crude oil's bullish engulfing reversal pattern suggests higher crude prices over the next one to three bars through this week.
Keller · MCD $MCD remains in a very negative trend after falling another 4.8%, extending its decline to roughly 18% below the 200-day moving average.
Dale · TLT An exit from the Strait of Hormuz conflict could lower neutral rates and truncate tightening cycles, supporting a significant decline in long-term bond yields.
Timmer · Earnings Q3 earnings estimates continue rising into reporting season, with expected growth holding at 24%, an unusually strong pattern approaching a new quarter.
Where They Diverge
Words
Headge Model
Open The ModelAfter a move like this, what happened next? Load a scenario or a talking head's view and read what followed across every asset class, in a century of monthly data.
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.
Questions
- What Is Headge?
- Headge is a daily catch-up of talking heads. It turns public YouTube videos and X posts from tracked market analysts into short, attributed, source-backed views on a closed catalog of topics, so a reader can see who said what, on which market, in which direction, and over which horizon, in about fifteen minutes.
- Where Do the Views Come From?
- Every view comes from a public source: a YouTube video or an X post by the analyst. Headge transcribes or reads the source, places each directional claim on one topic with a horizon, and links back to the original post or the exact video moment. If a claim cannot be placed confidently, the outcome is No View, never a guess.
- Is Headge Investment Advice?
- No. Views are machine paraphrases of what an analyst said in public, attributed to that analyst. Headge has no house view, does not say buy or sell, and does not rank or grade analysts. Paraphrases can be wrong, so check the source before acting on anything.
- What Do Mix and Sentiment Mean?
- Mix is a count of unique analysts who are Bull, Neutral, or Bear on a topic, not a consensus. Sentiment is how strongly an analyst stated a claim, shown as Weak, Moderate, or Strong. Both are counts and means of attributed views, never a score Headge assigns to the market.
- How Fresh Are the Views?
- Sources are ingested through the day and each view carries the time it was recorded. A view stays on the board until the analyst restates or changes it, and it is marked stale after five days. The Front, Latest, and topic pages show the latest view per analyst, topic, and horizon.
- Can an AI Agent Read Headge?
- Yes. The same attributed views are available compact and citable at /for-agents, /llms.txt, /api/agents, and over MCP at /mcp, in Markdown for models and JSON for scripts.