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 be a good buy in this environment, implying higher long-duration Treasury prices and lower yields over the coming weeks.
Bob Elliott 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 be a good buy in this environment, implying higher long-duration Treasury prices and lower yields over the coming weeks.
Bitcoin is likely to keep gaining relative to gold for a while, while remaining supported by demand for real assets amid concerns about desperate government actions.
$AMZN is unlikely to jeopardize its financial stability through AI investment, leaving the company’s long-term capital-spending strategy fundamentally sustainable.
Bearish
Canadian farm and forestry tariffs act as taxes on American consumers, including those in Maine, creating pressure for their removal.
The economy is not broadly strong, with leading and cyclical variables only improving into a vulnerable middle range despite exceptionally strong profit margins.
$TSLA is likely to find supply near its 200-day moving average and year-to-date anchor before needing a higher low to challenge 390 resistance.
Long-term Treasury yields should align near 5% because persistent 3% inflation and 5% nominal growth justify matching interest rates.
$KRUS is declining today, reinforcing an active short thesis and signaling further near-term downside rather than a fresh standalone call.
1 Week Horizon
Shannon · TSLA Shannon · NVDA Shannon · SPY Shannon · QQQ Shannon · SMH Shannon · INTC Shannon · MU Shannon · AAPL Shannon · IWM Shannon · IBB Shannon · TLT Shannon · TXN McCullough · KRUS McCullough · EWZ McCullough · BUG
Mancini · SPY
Keller · META Steno Larsen · SPY Keller · TSLA Keller · Positioning & Vol Keller · SPY
Schiff · SLV Schiff · GLD
Lee · XLK1 Month Horizon
Elliott · TLT Hanke · Tariffs & Geopolitics Basmajian · Growth Shannon · XLF Shannon · BTC Shannon · GLD Bianco · Fed Policy Bianco · TLT
Dale · Positioning & Vol Dale · Growth
Sonders · Growth Sonders · Inflation
DiMartino Booth · AXP
El-Erian · Inflation El-Erian · Fed Policy Hanke · USO Basmajian · Housing
Kochuba · SPCX
Reznicek · USO Reznicek · GLD
Parets · GLD Elliott · Growth Hanke · Inflation Hanke · AAL1 Year Horizon
Timmer · BTC Timmer · GLD Timmer · TLT Timmer · DXY Bianco · TLT Bianco · Inflation Steno Larsen · AMZN Steno Larsen · AI Steno Larsen · MSFT Bianco · Positioning & Vol Bianco · Tariffs & Geopolitics Dale · Tariffs & Geopolitics Dale · TLT Dale · DXY Dale · Fed Policy Timmer · Earnings
Gromen · GLD El-Erian · Tariffs & Geopolitics
Roberts · Earnings Roberts · AI
Snider · AI Parets · Housing Gromen · Fiscal & Treasury Hanke · Inflation Bitcoin is likely to keep gaining relative to gold for a while, while remaining supported by demand for real assets amid concerns about desperate government actions.
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
Timmer · TLT Long Treasury yields may settle into a range after coming off the boil, despite sticky structural inflation and mounting fiscal risk.
Keller · TSLA Tesla has failed to clear its 200-day moving average and RSI has failed below 60, leaving the stock with more to prove.
Keller · Positioning & Vol Volatility is trending higher and a VIX close above 20 would signal elevated fear, uncertainty, and increased risk of a significant S&P drawdown.
Keller · BTC Bitcoin has moved back below its 50-day moving average, with follow-through below 80,000 signaling a short-term breakdown after a failed bounce.
Keller · XLK Technology is flashing major warning signs as investors rotate away from AI leaders and the sector suffers one of its steepest 2026 declines.
Dale · Inflation Inflation remains sticky as average annual employer family health plan costs reached $28,000 in 2026, rising 5% year-over-year while worker contributions increased 9%.
McCullough · AI AI bubble monitor shows 32 of 35 tracked names signaling bearish trends, indicating broad near-term deterioration across the AI complex.
El-Erian · TLT US Treasuries are rallying as tech jitters drive a flight to quality, sending 10-year yields tumbling in a classic safe-haven session.
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.