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.
Treasury yields are continuing to rise while stocks remain near all-time highs, signaling further pressure on long-duration bond prices in the near term.
Lance Roberts 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
Micron remains way too cheap as guidance points to rising profits into 2027, supported by durable memory demand and strategic customer contracts.
$SPY has been higher one year later in 100% of historical cases, with an average gain of 14.51%.
Fed-Treasury coordination and a Fed-Treasury Accord 2.0 are likely to bring coordinated policy intervention, potentially including QE, to address Treasury-market supply-demand imbalances.
Bearish
Treasury yields are continuing to rise while stocks remain near all-time highs, signaling further pressure on long-duration bond prices in the near term.
Long-term Treasuries have entered the early stages of what will be the biggest bond bear market in history, with yields rising after August PCE.
Long-duration Treasuries face downside as the 10-year yield breaches 5.30%, coinciding with modest selling pressure across equity indices.
1 Week Horizon
Roberts · TLT
Mancini · SPY
McCullough · SNOW McCullough · BUG Shannon · TLT
Keller · RCL Keller · Positioning & Vol
Brandt · HPE
Timmer · SPY Roberts · Positioning & Vol
Lee · Fed Policy McCullough · PFIX
Newton · QQQ Keller · AVGO Keller · AAPL Keller · SPY Keller · USO Keller · MDT Keller · NUE Keller · ADI
Kantrowitz · TLT Kantrowitz · USO McCullough · TLT Keller · JBL Treasury yields are continuing to rise while stocks remain near all-time highs, signaling further pressure on long-duration bond prices in the near term.
The S&P 500 has only 7802 remaining above after hitting targets from 7748 through 7781, with further upside targets next.
$SNOW generated a favorable Real-Time Alert yesterday, supporting a constructive near-term trading setup following recent market action and momentum.
1 Month Horizon
Dale · Fed Policy
Gromen · GLD
Snider · Growth
Bilello · Fed Policy
Basmajian · Growth Basmajian · LABOR
Elliott · Earnings
Sonders · AI
Carlson · Inflation Carlson · TLT Carlson · USO
Timiraos · Inflation Timmer · Positioning & Vol Sonders · LABOR Sonders · Housing Sonders · Inflation Elliott · Inflation Elliott · Fed Policy Steno Larsen · Inflation Lee · BTC McCullough · PFIX McCullough · EWG
DiMartino Booth · LABOR Newton · SPY The Fed will likely need further tightening to supplement narrowing adverse inflation breadth, even as policy rates are being held in increasingly accommodative territory.
1 Year Horizon
Steno Larsen · MU Ciovacco · SPY Ciovacco · QQQ Timmer · Positioning & Vol Dale · Liquidity Dale · IWM Dale · DXY Dale · Inflation Dale · Growth McCullough · TSLA Schiff · TLT Roberts · Growth Roberts · Inflation Roberts · Recession Risk Elliott · Growth Gromen · TLT
Wang · Growth McCullough · TXG Ciovacco · Fiscal & Treasury Bilello · Inflation McCullough · AI Sonders · Growth Sonders · TLT Dale · Fed Policy Micron remains way too cheap as guidance points to rising profits into 2027, supported by durable memory demand and strategic customer contracts.
$SPY has been higher one year later in 100% of historical cases, with an average gain of 14.51%.
$QQQ has been higher one year later in 100% of historical cases, with an average gain of 19.75%.
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
Sonders · Housing FHFA house prices rose for a third consecutive month in July, increasing 0.3% month over month and 2.6% year over year.
Keller · USO Crude oil is rotating lower toward support near $82 a barrel, while a break below that level would complete a very negative chart.
McCullough · TLT $TLT remains a strongly performing long-standing position, with momentum continuing decisively higher rather than signaling a fresh call.
Roberts · SPY The S&P remains supported near all-time highs because the economy is holding together and stronger activity is lifting earnings.
Roberts · TLT Long Treasury prices face pressure as strengthening economic growth and rising inflation push interest rates higher to offset both forces.
Roberts · Inflation Inflation pressures are increasing as stronger capital expenditure flows, manufacturing activity, and broader economic growth feed through into higher prices.
Hanke · Tariffs & Geopolitics Trump’s tariffs and interventionist policies are worsening the US economy, with 60% of Americans reporting that economic policies have made conditions worse.
Sonders · Growth Dallas Fed services activity, company outlook, and revenue weakened sharply in September, signaling softer regional business growth despite an improvement in employment.
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.