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.
Bonds could reverse their disappointing performance if a market shock changes the backdrop, making the long-standing duration position relevant again.
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
Bonds could reverse their disappointing performance if a market shock changes the backdrop, making the long-standing duration position relevant again.
September headline, energy, core goods, core services, and supercore CPI support a sticky inflation backdrop that challenges forecasts for slowing price pressures.
The S&P 500 needs to reclaim 7760–7765 to start a relief rally toward 7782, 7803, and 7835, with 7835 requiring a backtest.
Bearish
AI sentiment has reached an extreme that may be telling, signaling a near-term contrarian risk to the prevailing enthusiasm.
$CRWV faces downside as crowded tourist participation reflects a long-standing bearish AI-bubble thesis rather than a fresh call.
Real rates are rising, tightening financial conditions alongside a stronger dollar and wider high-yield spreads across US credit markets.
1 Week Horizon
Steno Larsen · AI Steno Larsen · Tariffs & Geopolitics Steno Larsen · Inflation McCullough · CRWV McCullough · QQQ Mancini · SPY
Shannon · SPY
Keller · SPY
Parets · Positioning & Vol
Kochuba · Positioning & Vol Keller · MU McCullough · DXY Shannon · IWM Roberts · SPY Roberts · HYG Roberts · Positioning & Vol
Elliott · SHY
Sonders · Housing
Hanke · USO
DiMartino Booth · Inflation
Snider · Positioning & Vol
Schiff · DXY Steno Larsen · Positioning & Vol Keller · XLE AI sentiment has reached an extreme that may be telling, signaling a near-term contrarian risk to the prevailing enthusiasm.
1 Month Horizon
Roberts · TLT Roberts · DXY Dale · Inflation Dale · LABOR Dale · Fed Policy Dale · Housing Dale · Positioning & Vol Hanke · Inflation Schiff · Inflation Timmer · TLT Timmer · DXY Timmer · HYG DiMartino Booth · Inflation Schiff · TLT Schiff · BTC Schiff · GLD Schiff · Fed Policy Sonders · Inflation McCullough · XLF Steno Larsen · Inflation Roberts · IWM
Timiraos · Inflation Elliott · AI
Green · Fed Policy Bonds could reverse their disappointing performance if a market shock changes the backdrop, making the long-standing duration position relevant again.
1 Year Horizon
Roberts · DXY Roberts · Inflation Roberts · Growth Roberts · Earnings Dale · SPY Dale · AI
Shapiro · Positioning & Vol Green · AI Schiff · TLT Schiff · Inflation Schiff · Fiscal & Treasury Schiff · Growth
Bianco · TLT Bianco · Fed Policy Bianco · Inflation Schiff · Liquidity Schiff · GLD Schiff · SLV
Gromen · Inflation
Basmajian · Fiscal & Treasury Dale · Inflation Bianco · SHY Bianco · Tariffs & Geopolitics
Bilello · InflationDaily 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
Karsan · SPY The S&P 500 faces an unsustainable bubble dynamic, with concentrated, reflexive gains increasingly dependent on continued market appreciation, capex, debt, and compressed volatility.
Timmer · SPY S&P 500 earnings-driven price momentum is starting to temper as financial conditions tighten slightly, echoing the market setups seen in 2022 and 2018.
Keller · SPY The S&P 500 held 7,800, but weak breadth, struggling technology, and weakening financials signal deteriorating market internals near term.
Keller · C Citigroup has exited moving-average limbo to the downside after closing below its 200-day average, with downside follow-through now the key risk.
Keller · MU $MU may offer a tactical bounce from support around 900, though a recovery above 1,000 would provide stronger confirmation.
Dale · Fed Policy Federal Reserve policy is likely to reverse from cyclical tightening to structural easing, supported by dovish task-force findings and a Fed-Treasury Accord 2.0.
Dale · TLT $TLT could rally through next year as the Federal Reserve shifts from tightening to structural easing and Treasury action potentially caps yields.
Steno Larsen · AI AI bets remain expensive, and a major drawdown is unlikely until market participants stop widely describing the trade as a bubble.
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.