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.

Liquidity

Dollar liquidity shortages force vulnerable economies into depreciating local currencies, creating inflation spirals; a long-standing position rather than a fresh call.

Jeffrey Snider LOWER

Eurodollar University. Money and credit creation, bank balance sheets, global dollar liquidity and deflationary regimes. Near-daily.

New Views Today

Latest

Bullish

Editorial Representation of JC Parets

$IWM closed at an all-time high alongside the Value Line Small Cap index, underscoring strength across two differently constructed small-cap benchmarks.

Editorial Representation of Jurrien Timmer

Bitcoin could rise alongside gold if gold builds momentum, although a new catalyst is needed for Bitcoin to lead independently.

Editorial Representation of Brian Shannon

$MAGS has recovered nicely after reaching the Leopold-low anchor and could begin moving higher next week after rebounding from its five-day average.

Editorial Representation of Chris Ciovacco

Stocks remain in a secular bull market that could plausibly last until 2035, although the duration remains uncertain and investors should expect meaningful drawdowns.

Editorial Representation of Lance Roberts

CPI rose just 0.1% for the month, reinforcing the case against another Fed rate hike and favoring an easier policy path.

Bearish

Editorial Representation of Jeffrey Snider

Dollar liquidity shortages force vulnerable economies into depreciating local currencies, creating inflation spirals; a long-standing position rather than a fresh call.

Editorial Representation of Danielle DiMartino Booth

Construction employment is likely to weaken because building permits signal future labor demand across residential and commercial construction activity.

Editorial Representation of Steve Hanke

Oil faces near-term supply disruption after tanker traffic through the Strait of Hormuz fell from 71 vessels last year to four on August 13.

Editorial Representation of Cem Karsan

Oil demand faces near-term pressure as China halves imports by drawing stockpiles, throttling refineries, cutting consumption, and substituting coal, though those measures have limits.

Editorial Representation of Peter Schiff

Inflation needs to average 0% for 65 months to offset the past 65 months’ 4% average and restore the Fed’s 2% target.

Forecast horizon, not when the source was published. Today's new views are on Latest.

1 Week Horizon

And 5 More

1 Month Horizon

And 115 More

1 Year Horizon

And 40 More

Moved Since Yesterday

Editorial Representation of Michael Howell Howell · Fed Policy
Michael Howell
BEARISH BULLISH Month

US policy rates are likely to rise within months as elevated two-year Treasury yields signal tightening and strong nominal growth pushes market rates higher.

Where They Diverge

Fed Policy
Inflation
SPY
TLT
Growth
AI

Words

InflationGoldMarketLiquidityGrowthFedS&PBitcoinDebtEconomyAboveRatesFederalYieldsOilRiskTreasuryBondsDemandLaborSpendingGlobalDollarEarningsRateStocksTowardYenDayDespiteFiscalHighsPolicyPricesStrongExpectedPressureAverage

Method

How Headge Works

  1. 01

    Discover

    Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.

  2. 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.

  3. 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.

  • Source-Backed

    Every view links to the original post or the exact YouTube moment.

  • Closed Catalog

    A view occupies one named topic. Headge does not invent a new one to make it fit.

  • Mix Is a Count

    Bull, Neutral, and Bear are tallies of unique analysts, not a house call.