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.
The stock market has historically beaten bonds over 10-year periods with a strong, though not perfect, win rate.
Ben Carlson BULLISH
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
The stock market has historically beaten bonds over 10-year periods with a strong, though not perfect, win rate.
The S&P futures reclaim setup reached 7,839 and 7,845 targets, while 7,845 remains the next near-term upside objective.
Technology still looks quite good despite early weakness and broader tape deterioration, while indices have held necessary support.
Bearish
US interest rates should rise over the years ahead, although global rates are expected to rise even more and hit other economies harder.
AI companies face skepticism over circular financing and substantial debt needed to fund customers, making anticipated multi-trillion-dollar OpenAI and Anthropic IPOs uncertain.
Treasury yields cannot keep rising indefinitely without fundamental support, while uncertain term-premium estimates risk a costly Federal Reserve policy error.
1 Week Horizon
Johnson · GLD Mancini · SPY Newton · XLK Newton · USO Newton · TLT Johnson · DXY
Steno Larsen · AI
Gromen · Growth Gromen · DXY Gromen · SPY
Sonders · USO Sonders · Positioning & Vol
McCullough · MPC McCullough · QAT
Parets · META
Basmajian · LABOR Parets · XP
Schiff · USO Sonders · Housing McCullough · SLV
Wang · TLT Wang · USO DiMartino Booth · TLT
Karsan · HYG1 Month Horizon
Johnson · Fed Policy DiMartino Booth · Fed Policy Roberts · TLT Johnson · TLT Wang · Fed Policy
Kochuba · Positioning & Vol
Snider · Inflation Snider · USO Snider · Positioning & Vol Snider · Growth Snider · LABOR Snider · SHY Snider · Fed Policy Parets · NVDA McCullough · TLT Basmajian · LABOR Steno Larsen · Fed Policy
Bianco · LABOR Bianco · HYG
Elliott · AI Sonders · LABOR
El-Erian · TLT
Hanke · GLD McCullough · Fed Policy1 Year Horizon
Carlson · SPY Johnson · TLT Johnson · DXY Johnson · AI Johnson · LABOR Johnson · Tariffs & Geopolitics McCullough · SBUX DiMartino Booth · AI DiMartino Booth · Earnings Schiff · Fiscal & Treasury Gromen · Fiscal & Treasury Gromen · GLD Schiff · TLT Johnson · Liquidity Gromen · Liquidity Gromen · AI Elliott · AI Gromen · Housing Gromen · BTC Gromen · SLV Gromen · TLT Gromen · Inflation Bianco · TLT
Timmer · EarningsDaily 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
Keller · MAGS $MAGS may weaken if leadership rotates from mega-cap growth toward everything else, leaving growth-dominated benchmarks without a position of strength.
Gromen · DXY US real rates above 2% would drive the dollar higher until either a collapse or a large dollar-liquidity injection occurs.
Gromen · TLT US real rates above 2% would push bond yields higher until either a collapse or a large dollar-liquidity injection occurs.
Keller · SPY S&P 500 upside lacks confirmation unless moving-average breadth readings improve much more dramatically, despite beaten-down breadth measures hooking higher early this week.
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.