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 money supply growth at 7.4% annually in August, above the 6% rate consistent with the Fed’s 2% inflation target, points to higher inflation.
Steve Hanke 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 money supply growth at 7.4% annually in August, above the 6% rate consistent with the Fed’s 2% inflation target, points to higher inflation.
$TLT remains a strongly performing long-standing position, with momentum continuing decisively higher rather than signaling a fresh call.
The S&P futures recovery above 7725 keeps 7748 and 7758 in focus, provided 7716 continues to hold as support.
Bearish
US labor market remains structurally broken, with employment and core private-services payrolls already past their peaks and AI exposure reinforcing a jobless recovery.
$LMND remains in a downtrend below longer-term moving averages after breaking support, maintaining a bearish technical structure despite prior short-covering.
Credit markets will become increasingly restrictive as AI revenue projections disappoint and spending rises, limiting financing for debt-dependent AI capital expenditure and forcing risk repricing.
1 Week Horizon
McCullough · TLT
Keller · JBL Dale · Fed Policy Shannon · RDDT Shannon · GXO Shannon · MSTR Shannon · IWM Shannon · BB Shannon · MRNA McCullough · MU Mancini · SPY McCullough · QAT Keller · SPY
Timmer · Positioning & Vol Keller · HYG Keller · GLD McCullough · FICO
Bianco · SPY
Reznicek · SPY Keller · Positioning & Vol
Sonders · SPY Keller · SNDK McCullough · Positioning & Vol Hanke · USO1 Month Horizon
Shannon · LMND
Roberts · Earnings Roberts · SPY Roberts · TLT Roberts · Growth Roberts · Inflation
El-Erian · HYG Hanke · Tariffs & Geopolitics Sonders · LABOR
Schiff · LABOR
Basmajian · LABOR Basmajian · Growth Sonders · Growth Bianco · Fed Policy Bianco · TLT Keller · SPY Keller · Positioning & Vol El-Erian · TLT Hanke · UNG Bianco · Growth Sonders · Housing Bianco · USO
Carlson · SPY McCullough · DXY $LMND remains in a downtrend below longer-term moving averages after breaking support, maintaining a bearish technical structure despite prior short-covering.
1 Year Horizon
Hanke · Inflation Dale · LABOR Dale · Housing Dale · Inflation Dale · Recession Risk Dale · Growth Shannon · SOFI Shannon · JPM Snider · HYG Snider · AI Carlson · TLT Sonders · Fed Policy Schiff · Inflation
Elliott · Earnings
Green · Housing Bianco · BTC Bianco · Tariffs & Geopolitics Bianco · Inflation Hanke · AI Basmajian · AI Sonders · Inflation
Wang · Fed Policy
Brandt · BTC Dale · Liquidity US money supply growth at 7.4% annually in August, above the 6% rate consistent with the Fed’s 2% inflation target, points to higher inflation.
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
Dale · Fed Policy Federal Reserve and global central-bank policy rates remain accommodative relative to neutral, while higher long-end Treasury yields could prompt additional policy intervention.
Dale · AI AI-driven gains in income and wealth are supporting higher-end consumers and contributing to an earnings-driven market, a long-standing position rather than a fresh call.
Bianco · TLT US Treasuries offer an enticing entry point after benchmark yields surged to two-decade highs, marking a first bullish turn in six years.
Keller · SPY The S&P 500 lacks upside follow-through after repeatedly failing breakouts from its bull flag pattern and returning back inside it.
Keller · BTC Bitcoin is making upside progress near 83,600 over the past 12 hours even as equity markets roll over.
Roberts · Positioning & Vol Market positioning around an extremely optimistic 2027 outlook is crowded, leaving the S&P vulnerable to repricing if favorable expectations disappoint.
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.