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.
Bankruptcies are likely to snowball beyond small businesses into broader credit markets as high rates prevent refinancing and distressed exchanges delay Chapter 11 filings.
Danielle DiMartino Booth 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
Bankruptcies are likely to snowball beyond small businesses into broader credit markets as high rates prevent refinancing and distressed exchanges delay Chapter 11 filings.
Russia-Ukraine war risk is rising as refinery attacks continue and the conflict appears more likely to worsen than end.
The S&P futures breakout above 7,768 resistance has backtested, and a recovery from any trap below could drive a sharp move higher next week.
$ACHR drawdown reiterates a bullish call on an existing bag-held position rather than a fresh call, despite recent price weakness.
Bearish
Corporate credit spreads are beginning to widen, creating an early warning signal that could precede broader stress across US equity markets.
Fed policy will include one more rate hike in December before 100 to 200 basis points of rate cuts through 2027 and 2028.
Long-duration Treasury prices face downside as oil-price headlines continue pushing the 10-year yield higher across US rate markets.
1 Week Horizon
Roberts · HYG Mancini · SPY McCullough · ACHR McCullough · TLT
El-Erian · Fed Policy Wang · TLT McCullough · Positioning & Vol
Schiff · TLT McCullough · SLV
Kochuba · NVDA McCullough · GLD McCullough · TXG
Steno Larsen · DXY Steno Larsen · Fed Policy Steno Larsen · LABOR McCullough · RDDT El-Erian · SHY
Kantrowitz · SPY El-Erian · LABOR El-Erian · USO
Keller · Positioning & Vol Keller · SPY Keller · XLC Keller · XLV Corporate credit spreads are beginning to widen, creating an early warning signal that could precede broader stress across US equity markets.
The S&P futures breakout above 7,768 resistance has backtested, and a recovery from any trap below could drive a sharp move higher next week.
$ACHR drawdown reiterates a bullish call on an existing bag-held position rather than a fresh call, despite recent price weakness.
1 Month Horizon
DiMartino Booth · Recession Risk DiMartino Booth · Inflation DiMartino Booth · LABOR DiMartino Booth · HYG Dale · LABOR Dale · Liquidity Dale · HYG Dale · TLT Bianco · Tariffs & Geopolitics Bianco · UNG Dale · Fed Policy
Basmajian · LABOR El-Erian · USO
Bilello · Fed Policy Bilello · Inflation
Carlson · NKE
Elliott · LABOR Bilello · LABOR
Hanke · Housing Schiff · Inflation Schiff · Growth Roberts · XLK Schiff · LABOR Hanke · TLT Bankruptcies are likely to snowball beyond small businesses into broader credit markets as high rates prevent refinancing and distressed exchanges delay Chapter 11 filings.
1 Year Horizon
DiMartino Booth · Positioning & Vol Dale · Fed Policy Dale · SPY Dale · GLD Dale · BTC Bianco · Positioning & Vol Bianco · Liquidity Schiff · Inflation
Gromen · Inflation Elliott · Growth Gromen · TLT Gromen · DXY Bilello · Recession Risk
Timmer · BTC Timmer · GLD Roberts · XLK Roberts · Earnings DiMartino Booth · LABOR El-Erian · Fiscal & Treasury Roberts · Growth
Bittel · Liquidity Bittel · AI McCullough · BTC
Lee · ETHDaily 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 · Positioning & Vol S&P 500 internals remain concerning after Bullish Percent fell from above 70% to 31% in six weeks, with more than 200 stocks flipping bearish.
Keller · SPY The S&P 500 doji candle at its 50-day moving average signals a likely short-term bounce, potentially setting up a Friday move above the latest close.
Keller · Positioning & Vol S&P 500 breadth deterioration and an increasing number of 52-week lows signal growing underlying market instability despite the index's rebound into the close.
Kantrowitz · Growth US macro data have broadened in 2026, supporting a more expansive economic backdrop despite higher rates restraining equity-market returns.
Dale · AI AI’s unprecedented capital-deepening cycle is likely to end in a spectacularly long and deep bear market as overbuilding, leverage, and disruption intensify.
El-Erian · TLT US Treasury yields appear to have overshot their main drivers, while relative valuation versus other sovereigns now looks distinctly attractive.
Elliott · Growth US growth receives limited benefit from the AI-related capex surge because the vast majority of its value is imported, while Asia gains more.
Reznicek · TLT The 10-year yield is rising without signs of backing off soon, keeping pressure on long-duration Treasury prices in the near term.
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.
-
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.
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.