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.
Fed policy should not require rate hikes solely to preserve credibility, implying a less restrictive path than hawkish calls anticipate.
Mike Green EASIER
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
Fed policy should not require rate hikes solely to preserve credibility, implying a less restrictive path than hawkish calls anticipate.
Copper remains in a commodity-price supercycle, reinforcing a long-standing bullish position rather than establishing a fresh short-term directional call.
Inflation will remain elevated for many more years, contradicting expectations that the Fed can sustainably deliver its 2% target.
Bearish
US Treasury yields are likely to remain elevated as heavy government and corporate borrowing, resilient activity, weaker traditional demand, and geopolitical uncertainty outweigh anchoring to repressed post-crisis yields.
Earnings are likely to mean-revert lower as elevated narratives around debt and other concerns matter less than the earnings cycle.
Housing activity will face uncomfortable crowding out as government transfer payments comprise an increasing share of income, making economic and inflation slowing more difficult.
1 Week Horizon
Hanke · Inflation
Steno Larsen · USO
McCullough · MCD
Mancini · SPY Hanke · Tariffs & Geopolitics
Keller · TLT El-Erian · TLT
Shannon · SMH McCullough · BYND Keller · Positioning & Vol McCullough · DT McCullough · XLU McCullough · TLT
Sonders · Housing Sonders · Positioning & Vol McCullough · MSOS McCullough · IBIT McCullough · ETHA McCullough · BLOK McCullough · SHY McCullough · UNG Hanke · CPER
Wang · SPY McCullough · XLE US diesel prices have reached a record $6.53 per gallon, up 77% from a year ago, creating an effective diesel tax from the Iran war.
Oil should trade lower, not higher, because a US export ban would weaken the market’s current interpretation of the policy shock.
$MCD has generated another significant sell signal in Real-Time Alerts, signaling a strongly bearish near-term trading setup for the stock.
1 Month Horizon
Green · Fed Policy El-Erian · TLT
Dale · Fed Policy Dale · SPY Dale · TLT Dale · USO McCullough · PLTR Schiff · TLT
Timmer · Earnings
Carlson · Fed Policy Roberts · Earnings Roberts · SPY Roberts · TLT McCullough · XLF McCullough · Growth McCullough · Inflation McCullough · TLT Schiff · Growth Schiff · SPY
Bianco · Fed Policy
Elliott · SPY
Gromen · Fed Policy Hanke · Fiscal & Treasury Sonders · Growth Fed policy should not require rate hikes solely to preserve credibility, implying a less restrictive path than hawkish calls anticipate.
1 Year Horizon
Hanke · CPER Roberts · Earnings Schiff · Inflation Basmajian · Housing Dale · AI Dale · Tariffs & Geopolitics Gromen · Fiscal & Treasury Gromen · Fed Policy Gromen · GLD Schiff · SHY Hanke · DXY McCullough · AI Gromen · Growth Gromen · Inflation McCullough · BYND Basmajian · Growth Timmer · AI
Kochuba · Positioning & Vol Bianco · Inflation Hanke · Tariffs & Geopolitics Timmer · Inflation Hanke · Inflation
Snider · Growth Snider · LABORDaily 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 Treasury yields could continue rising if the Fed fails to deliver an October 28 hike while markets still price odds above 50%.
Sonders · Positioning & Vol Moving-average breadth charts indicate market participation is the focus, without a stated directional implication for equities or volatility.
Roberts · Earnings Earnings estimates continue to rise into next year, supporting calls for the S&P 500 to reach 9,000 in 2027.
Snider · SHY The 2-year Treasury could rally sharply and push yields lower if inflation improves, oil declines, or the Fed stops after one additional hike.
Snider · TLT Long-term Treasury yields are beginning to fall as the bond market prices weaker future demand, despite elevated short-term rates and energy-driven inflation concerns.
Keller · Positioning & Vol Current volatility near 14 or 15 is extremely low for this environment, while a VIX above 30 would be a major red flag.
Keller · SPY The S&P 500 lacks upside confirmation after its bull-flag breakout, with stalled follow-through and RSI still below 60.
Keller · META $META’s shooting-star candle near an overbought condition suggests the next one to three bars are likely lower following its intraday strength.
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.