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 S&P futures advance completed targets through 7845, with the next expected move an elevator down designed to trap bears.
Adam Mancini 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
US inflation remains sticky, as the September ISM Services report failed to support consensus expectations for a broad slowing in price pressures.
$SPCX has made a big move on potential partnership news with Terafab, signaling near-term upside for the mega-cap stock.
US real estate stocks sit at their lowest level ever relative to the S&P 500, erasing all relative outperformance from the early-to-mid 2000s housing bubble.
Bearish
The S&P futures advance completed targets through 7845, with the next expected move an elevator down designed to trap bears.
US labor-market strength is weaker than the low unemployment rate suggests, as workforce exits and falling participation reflect a lack of available jobs.
Treasury yields are no longer below levels justified by the economy, ending a long-running period in which bonds appeared expensive.
1 Week Horizon
Mancini · SPY McCullough · SPCX McCullough · BUG McCullough · IBB McCullough · PFIX McCullough · SPY McCullough · TLT
Kochuba · Positioning & Vol
Roberts · XLU Roberts · XLRE McCullough · JAKK Bianco · HYG Kochuba · DKS
Shannon · ALAB
Parets · Positioning & Vol
Lee · SPY Roberts · Positioning & Vol McCullough · DXY McCullough · CPER McCullough · USO Kochuba · XLU
Gromen · USO
Karsan · Liquidity Karsan · USO The S&P futures advance completed targets through 7845, with the next expected move an elevator down designed to trap bears.
$SPCX has made a big move on potential partnership news with Terafab, signaling near-term upside for the mega-cap stock.
$BUG has printed new cycle highs, signaling continued near-term upside for cybersecurity equities as momentum remains firmly positive.
1 Month Horizon
Dale · Inflation Dale · HYG Dale · Recession Risk Dale · Fed Policy Dale · Growth Snider · LABOR Roberts · SPY Roberts · Positioning & Vol Roberts · Liquidity
Basmajian · LABOR Bilello · Earnings
DiMartino Booth · SHY DiMartino Booth · LABOR
Sonders · Inflation McCullough · XLK McCullough · XLF Dale · BTC Dale · DXY Dale · GLD Dale · Liquidity Dale · TLT Dale · Positioning & Vol Dale · SPY Basmajian · Growth US inflation remains sticky, as the September ISM Services report failed to support consensus expectations for a broad slowing in price pressures.
1 Year Horizon
Dale · Fiscal & Treasury Bilello · XLRE
Schiff · Fiscal & Treasury Bianco · TLT Gromen · TLT Bilello · Fiscal & Treasury Schiff · TLT Roberts · Earnings McCullough · GTLB McCullough · TXG Gromen · Liquidity Gromen · Fiscal & Treasury Bilello · TLT Schiff · Housing Schiff · LABOR Bilello · Growth Bilello · NKE Bilello · AI Bilello · Positioning & Vol Bilello · Earnings McCullough · CMG Dale · SPY Gromen · Positioning & Vol Dale · AI Treasury bond supply-demand imbalances continue deepening as European creditors face fiscal and rates-market pressures that may constrain demand for US bonds.
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
Bianco · TLT Long-term bonds are fairly valued around 5% yields, making the risk-reward attractive despite no expectation for an immediate rally or falling inflation.
Bianco · Fiscal & Treasury The US debt problem is overstated because total public and private debt relative to GDP is essentially unchanged from 2006, despite a more government-heavy mix.
Bianco · TLT Long bonds are now attractive at mid-5% yields and increasingly compelling toward 6%, as yields finally compensate investors appropriately for risk.
Basmajian · LABOR Labor-market weakness reflects weak hiring rather than layoffs, with unemployment for workers under 25 rising 1.1 points to 9.9% over six months.
DiMartino Booth · TLT The 10-year yield should settle near 4% if the term premium remains positive, maintaining a normal 100-basis-point spread over the two-year.
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.