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.
Hotter inflation news is becoming supportive for Treasuries, creating a constructive near-term setup for $TLT and $BND prices.
Lance Roberts 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 S&P futures recovery above 7698 and 7718 would start the next squeeze higher toward 7755, followed by a potential 7835 backtest.
AI investment and hyperscaler capex are likely to fund a good idea that works, boosting economic growth before excessive valuations create a later bubble.
Bearish
Bitcoin could continue lower toward the mid-79,000s, where anchors from the prior handoff and all-time high converge as a potential bid area.
Gold remains in a holding pattern as steady inflows are offset by decelerating global liquidity growth and tighter financial conditions.
$QQQ has broken immediate-term momentum at 735 and is barely holding trend support at 718, leaving the near-term setup vulnerable.
1 Week Horizon
Roberts · TLT Shannon · BTC Shannon · INTC Shannon · DDOG Shannon · CEG Shannon · BE Shannon · AVGO Shannon · ASML Shannon · ARM Shannon · AMZN Shannon · AI Shannon · IWM Shannon · QQQ Shannon · SPY Shannon · AXTI Mancini · SPY Roberts · HYG Roberts · Positioning & Vol McCullough · QQQ
Kochuba · SPY Kochuba · Positioning & Vol
Newton · SPY
Parets · SPY McCullough · CPER Bitcoin could continue lower toward the mid-79,000s, where anchors from the prior handoff and all-time high converge as a potential bid area.
$INTC broke support below a declining five-day moving average and remains in a lower-high, lower-low trend that lacks a favorable entry.
1 Month Horizon
Shannon · BWXT Shannon · CCJ Shannon · MU Shannon · IREN Shannon · APLD Shannon · TLT Shannon · NBIS Bianco · HYG
Hanke · Inflation
Schiff · DXY Schiff · USO Schiff · Inflation
Snider · DXY Hanke · GLD
DiMartino Booth · Positioning & Vol
Sonders · Inflation
Steno Larsen · DXY
El-Erian · Inflation El-Erian · Growth McCullough · Growth Roberts · Earnings Parets · SPY McCullough · Inflation DiMartino Booth · TLT1 Year Horizon
Bianco · AI Bianco · Positioning & Vol Bianco · Growth
Bilello · Fiscal & Treasury Schiff · Fiscal & Treasury
Gromen · Fiscal & Treasury Schiff · Inflation Timmer · GLD Timmer · BTC
Basmajian · AI
Dale · AI Bilello · Inflation El-Erian · Fed Policy Schiff · Liquidity Sonders · AI
Elliott · AI McCullough · Inflation
Brandt · TLT Snider · LABOR Timmer · Earnings Roberts · Fiscal & Treasury Roberts · SPY Kochuba · Positioning & Vol Hanke · USO AI investment and hyperscaler capex are likely to fund a good idea that works, boosting economic growth before excessive valuations create a later bubble.
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
Mancini · SPY The S&P futures long remains active after reclaiming 7760, with 7782 and 7765–7755 as supports and 7835 identified as the next magnet.
McCullough · Positioning & Vol High-beta momentum has been sharply rinsed, falling 6.3% even as the S&P 500 gained 0.3% during the session.
Keller · BTC Bitcoin remains technically encouraging above its 50-day average, with $80,000 support and holding $82,000 preserving a tactical bounce within accumulation.
Keller · XLE Energy stocks are diverging negatively from rising crude oil prices, leaving the sector as the day’s worst performer despite oil’s advance.
Keller · GLD Gold has a tactical floor near $4,100, and a weaker dollar makes upside more likely if prices reclaim $4,200.
Shannon · NKE $NKE is running into its declining 50-day moving average, prompting a trim while retaining a final long-standing investment position.
Bilello · Inflation US producer prices rose 6.3% over the past year and 4.2% annualized over five years, leaving 2% inflation unattainable.
Reznicek · QQQ Nasdaq faces downside risk if its uptrend breaks over the next couple of sessions, with weak technology, semiconductors, and DRAM stocks weighing heavily.
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.