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 500 closed below 7,600 as deteriorating breadth leaves its bull flag vulnerable to a more concerning breakdown after another down day.
David Keller 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
Federal Reserve policy is expected to ease structurally after a transitory tightening phase, a long-standing position rather than a fresh call.
US data centers are projected to consume 15 billion cubic feet of natural gas per day by 2035, making AI power demand far from free.
The S&P 500 is expected to rally toward 7,800–7,850 over the next month as a less-hawkish 25-basis-point hike supports stocks.
Bearish
The S&P 500 closed below 7,600 as deteriorating breadth leaves its bull flag vulnerable to a more concerning breakdown after another down day.
The economy is losing momentum as increasingly expensive energy supply raises delivered costs amid unreliable traditional chokepoints and broader macro risks.
AI equities have been dead money since early June, as the bullish narrative may be getting overwhelmed by rising debt and equity capital.
1 Week Horizon
Keller · SPY Keller · XLE Keller · AVGO Keller · CRWD Keller · META Keller · NVDA Keller · XLY Keller · Positioning & Vol Keller · CIBR Newton · TLT Newton · Fed Policy
Kochuba · Fed Policy Hanke · USO
McCullough · CRWV McCullough · RSI McCullough · GOOGL
Mancini · SPY McCullough · XLU McCullough · QAT McCullough · IWM Kochuba · Positioning & Vol
Roberts · DXY DiMartino Booth · Fed Policy Keller · GLD1 Month Horizon
Keller · APA Keller · XOP Keller · XLE Keller · USO Keller · TLT DiMartino Booth · Growth DiMartino Booth · LABOR Timmer · AI DiMartino Booth · Fed Policy
Snider · HYG Snider · Liquidity Snider · Positioning & Vol Newton · SPY Dale · TLT Dale · HYG Dale · Recession Risk DiMartino Booth · Inflation
Bilello · Fed Policy
Karsan · TLT McCullough · TXG Timmer · Inflation Kochuba · UBER
Wang · TLT Hanke · USO1 Year Horizon
Dale · Fed Policy Hanke · UNG McCullough · AI Hanke · Fiscal & Treasury Timmer · Earnings Snider · XLRE Snider · Growth Newton · USO Newton · Inflation
Parets · NKE
Kantrowitz · Fiscal & Treasury Timmer · SPY Dale · Fiscal & Treasury Dale · TLT Dale · Liquidity DiMartino Booth · Growth
Sonders · Growth DiMartino Booth · Inflation Roberts · GLD Karsan · Inflation Karsan · Fed Policy Roberts · SPY
Schiff · Tariffs & Geopolitics Schiff · GLDDaily Catch-Up
Latest Video
Headge Model: What Happened Next? A Century Of Market Scenarios
The day’s talking heads, market moves, and attributed views in one short catch-up.
Watch On YouTubeMoved Since Yesterday
Roberts · Growth Consumer spending remained strong in August across income levels, with the lowest-income cohort surpassing other groups in both income and spending growth.
McCullough · TLT Japanese bond yields have reached new highs, reinforcing bearish pressure on duration and potentially transmitting higher yields into US trading.
DiMartino Booth · Inflation Inflation remains too high and is crippling Americans working multiple jobs, while US unit sales are falling amid price pressures beyond the Fed’s control.
Keller · SPY The S&P 500 would confirm a potential bull flag on a break above roughly 7,720, while 7,600 remains the key line in the sand.
Keller · USO Crude oil should remain supported as escalating Middle East events increase pressure on global oil supply, with energy contracts rising roughly 1.5% to 2% today.
Bianco · AI AI-related companies face potentially enormous product-liability exposure from cyberattacks, creating risks that could overwhelm even multi-trillion-dollar market capitalizations.
Bianco · SPY Artificially suppressing rates in an inflationary environment could push interest rates toward 15% and drive the stock market down 50%.
Shannon · TLT The 10-year yield is headed toward 5%, implying lower long-duration Treasury prices during the near-term trading horizon ahead.
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.
-
Source-Backed
Every view links to the original post or the exact YouTube moment.
-
Closed Catalog
A view occupies one named topic. Headge does not invent a new one to make it fit.
-
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.