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.
Rate-sensitive utilities face pressure from rising yields, but growing call demand points to a potential near-term turnaround in the sector.
Brent Kochuba 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
Rate-sensitive utilities face pressure from rising yields, but growing call demand points to a potential near-term turnaround in the sector.
US fiscal dominance is likely to become increasingly recognized as elevated real rates interact with the government’s financing burden.
The Big Beautiful Bill will worsen the affordability crisis for longer than tariffs, while the Iran war is also raising some costs.
Bearish
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.
Long-duration Treasuries face a structurally weaker relative case as the 10-year yield reaches 5.3%, a 24-year high, while stocks offer only a 1.07% dividend yield.
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.
1 Week Horizon
Kochuba · XLU Kochuba · Positioning & Vol Gromen · USO
Karsan · Liquidity Karsan · USO
Wang · TLT
Shannon · SPY Shannon · QQQ Shannon · IWM Shannon · TLT Shannon · MU Shannon · META Shannon · GOOGL Shannon · MSFT Shannon · SNDK Shannon · TSLA Shannon · AAPL Shannon · XLF Kochuba · TLT
Parets · KMI
McCullough · GDX Schiff · TLT
Reznicek · USO
Ciovacco · Positioning & Vol Rate-sensitive utilities face pressure from rising yields, but growing call demand points to a potential near-term turnaround in the sector.
1 Month Horizon
Basmajian · LABOR Bilello · Positioning & Vol
Hanke · Liquidity
Kantrowitz · Earnings Kantrowitz · XLI Kantrowitz · XLP Kantrowitz · XLK
Snider · LABOR Hanke · USO Hanke · Growth Hanke · UNG DiMartino Booth · LABOR Wang · LABOR Wang · Fed Policy Wang · QQQ Wang · USO Shannon · MAGS Shannon · GLD Shannon · BTC Parets · SPY Parets · Positioning & Vol Hanke · TLT Reznicek · XLY Reznicek · TLT1 Year Horizon
Bilello · TLT DiMartino Booth · TLT DiMartino Booth · SHY Gromen · Fiscal & Treasury Schiff · Inflation Karsan · LABOR Wang · Recession Risk Wang · AI Wang · Inflation Bilello · AI
Bianco · Inflation Bianco · TLT Hanke · TLT Reznicek · Fed Policy Ciovacco · VTV Ciovacco · QTEC Ciovacco · RSP
Keller · TLT
Timmer · Inflation Snider · Growth Snider · TLT DiMartino Booth · Positioning & Vol
Dale · GLD Dale · Fed Policy Long-duration Treasuries face a structurally weaker relative case as the 10-year yield reaches 5.3%, a 24-year high, while stocks offer only a 1.07% dividend yield.
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
Shannon · IWM The Russell 2000 could rally for another one to two days before pulling back to form a higher low, setting up a more sustained advance.
Shannon · TLT Treasury yields are likely to enter a time correction or slight pullback after reaching a new five-year high, which could support small-cap stocks.
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.