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 labor market will weaken, with unemployment rising as Fed rate hikes slow the economy without bringing inflation under control.
Peter Schiff LOWER
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
Gold remains in a secular bull market expected to peak between $6,000 and $7,000 per ounce, a long-standing forecast rather than a fresh call.
The S&P is likely to make a deep trend move after trading around the 7758 magnet, with 7794 and 7812–7822 identified as next upside levels.
Long-end bond positioning remains crowded as traders have heavily bought the dip since mid-to-late August and continue adding despite losses.
Bearish
The labor market will weaken, with unemployment rising as Fed rate hikes slow the economy without bringing inflation under control.
The S&P 500 secular bull market is expected to peak in the second half of 2027 or first half of 2028 before a global secular bear market.
Silver could fall below $50 as crowded long positioning risks forced selling if prices print in the $40s.
$GS has reached new Quad 2 lows, signaling near-term downside momentum and a deteriorating technical trend for the shares.
1 Week Horizon
Brandt · SLV McCullough · GS McCullough · XLY McCullough · TLT Mancini · SPY
Nathan · GLD McCullough · DXY McCullough · GLD Nathan · MSFT Nathan · PLTR Shapiro · Fed Policy Shapiro · TLT
Shannon · SPY McCullough · SLV McCullough · USO Brandt · GLD Hanke · USO
Karsan · Positioning & Vol Schiff · TLT
Snider · XLY
Kochuba · META
Woo · Tariffs & Geopolitics Woo · USO
Bianco · TLT Silver could fall below $50 as crowded long positioning risks forced selling if prices print in the $40s.
$GS has reached new Quad 2 lows, signaling near-term downside momentum and a deteriorating technical trend for the shares.
Consumer discretionary $XLY has reached new Quad 2 cycle lows, maintaining a tactical short view for the near term.
1 Month Horizon
McCullough · CLOX Snider · LABOR Schiff · TLT Shapiro · Positioning & Vol
Elliott · USO Hanke · Tariffs & Geopolitics Woo · Tariffs & Geopolitics
Roberts · DXY
Timiraos · Inflation Timiraos · TLT
Bilello · USO Snider · Housing Hanke · Inflation Woo · QQQ Woo · USO Hanke · Housing Bianco · Growth Bianco · Fed Policy Snider · TLT Snider · Inflation Snider · Growth Snider · Fed Policy Brandt · XRP
Reznicek · USO $CLOX fixed-income exposure is preferred over long US Treasuries in traditional 60/40 portfolios, reflecting a constructive relative positioning view.
1 Year Horizon
Schiff · LABOR Schiff · Inflation Schiff · Growth Schiff · GLD Schiff · Fiscal & Treasury Schiff · SLV Hanke · GLD Dale · SPY Dale · AI Dale · Positioning & Vol Dale · Liquidity Roberts · SPY Roberts · Earnings Roberts · Positioning & Vol Schiff · FNMA
Gromen · TLT
Boockvar · Housing Boockvar · HYG Hanke · TLT Shapiro · Inflation Shapiro · Fiscal & Treasury Elliott · TLT
El-Erian · Fed Policy El-Erian · GrowthDaily 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
McCullough · TLT US bonds sold off during another Quad 2 week, with rising rates marking a sharp bond-market decline for diversified portfolios.
McCullough · USO Oil was bought heavily on sale last week, reiterating a constructive near-term view despite the recent price pullback.
Snider · Inflation Energy, transportation, and raw-material costs are expected to climb further and filter through the economy, sustaining a damaging squeeze on consumers and businesses.
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.