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.
Long-dated Treasury yields remain in a major uptrend toward roughly 8% on the 30-year, despite a possible near-term correction toward 5.25%.
Peter Brandt BEARISH
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
U.S. inflation is not coming down at all and is instead rising rapidly, contrary to portrayals that disinflation has merely slowed.
Short rates may rise temporarily if the Fed reacts to backward-looking inflation data, but worsening economic conditions ultimately point to lower rates afterward.
$EWT should have bottomed at 106.70 today, with that low signaling a near-term recovery following the recent decline in Taiwan equities.
Bearish
Long-dated Treasury yields remain in a major uptrend toward roughly 8% on the 30-year, despite a possible near-term correction toward 5.25%.
Miami housing conditions favor buyers most nationally, with home sellers outnumbering homebuyers by 159%, indicating downward pressure on local home prices.
AI stocks can crash sharply, highlighting material downside vulnerability across the world’s most important artificial-intelligence companies after recent market strength.
$NKE is running into its declining 50-day moving average, prompting a trim while retaining a final long-standing investment position.
1 Week Horizon
Snider · TLT Newton · EWT
McCullough · Positioning & Vol
Keller · SPY Keller · BTC Keller · GLD Keller · TLT Keller · XLE Keller · XLK
Mancini · SPY
Kochuba · GME Keller · XLP Keller · XLV Keller · XLU Keller · XLRE Shapiro · AI Kochuba · Positioning & Vol Shannon · NKE Kochuba · SPY
Roberts · Fed Policy Schiff · FNMA Keller · NVDA
Basmajian · LABOR
El-Erian · TLT Treasuries have stabilized and yields are falling as September technical pressures fade, with demand for safe liquid government bonds strengthening after CPI and PPI.
$EWT should have bottomed at 106.70 today, with that low signaling a near-term recovery following the recent decline in Taiwan equities.
1 Month Horizon
Schiff · Inflation Snider · SHY Snider · HYG Snider · AI Snider · Growth Snider · Fed Policy Snider · Inflation Bilello · Housing
Hanke · Inflation Keller · KBE Keller · AI Keller · EBAY Keller · MAR Keller · DECK Schiff · Growth Roberts · DXY Basmajian · Inflation Hanke · GLD Keller · Growth Shannon · TLT Kochuba · TLT Kochuba · AI Kochuba · Positioning & Vol Roberts · TLT1 Year Horizon
Brandt · TLT Snider · LABOR
Timmer · Earnings Roberts · Fiscal & Treasury Roberts · SPY Kochuba · Positioning & Vol Hanke · USO Roberts · AI Roberts · CRWV Hanke · Inflation
Carlson · AI Bilello · Inflation Schiff · Housing Schiff · SHY McCullough · AI
Steno Larsen · AI Snider · Recession Risk Shapiro · TLT Hanke · AI
DiMartino Booth · AI DiMartino Booth · HYG Roberts · DXY Roberts · Inflation Roberts · Growth Long-dated Treasury yields remain in a major uptrend toward roughly 8% on the 30-year, despite a possible near-term correction toward 5.25%.
Daily Catch-Up
Latest Video
Oil Over $100. The Ten-Year at 4.9%
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 remains under bear control below 7,835, with failed rebounds risking a dip toward 7,726 and 7,703 after losing the Monday-Tuesday low shelf.
Bilello · Inflation Health insurance costs have declined 36% over the last four years in the official CPI measure, understating observed healthcare insurance inflation.
Keller · Positioning & Vol Volatility is trending higher this week, approaching a warning threshold above 20, though current readings below 17 remain relatively low.
Keller · BTC Bitcoin has pulled back from $84,000 to just below $82,000 as the cryptocurrency complex traded broadly lower during the equity session.
Keller · SPY S&P 500 remains in a tactical pullback within a long-term uptrend, with the technical picture intact while price holds above 7,600.
Keller · META $META is showing a short-term bearish reversal pattern near $760, similar to a recent setup that preceded a pullback toward its 21-day average.
Shannon · TLT Long bonds appear past the worst of their decline after yields found supply near 5.314%, with correction or a pullback toward the 50-day average possible.
Shannon · QQQ The Qs remain below declining short-term trend measures and are not ready to be bought beyond a possible day-trading bounce.
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.