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.
Goldman Sachs has broken below $500 and its 50-day moving average, with continued downside follow-through confirming a guilty-until-proven-innocent chart.
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
Fed policy has been set up so pressure on a single person could enable rate cuts toward less than 1%, following a unanimous 12-0 vote.
Mag 7’s shift from buybacks toward uncertain capex has raised risk premiums across stocks and bonds, while relative performance has weakened since the buyback era ended.
Small business bankruptcies are up 64% year over year through August, with more than 200 companies closing monthly for five consecutive months.
Bearish
Goldman Sachs has broken below $500 and its 50-day moving average, with continued downside follow-through confirming a guilty-until-proven-innocent chart.
Two-year Treasury yields have risen 130 basis points and continue climbing since the US attack on Iran, driven by consequences of Trump’s actions.
Treasury yields are rising because bond-financing demand exceeds the market’s ability to absorb issuance without persistently elevated yields.
1 Week Horizon
Keller · GS Keller · GEV Keller · GLD Keller · TMO Keller · TLT Keller · CVS Keller · Positioning & Vol Keller · SPY DiMartino Booth · Positioning & Vol DiMartino Booth · TLT
Reznicek · SPY Gromen · SHY
Wang · Positioning & Vol
Shapiro · IWM Shapiro · DIA Shapiro · Fed Policy Shapiro · DXY Shapiro · BTC
McCullough · SPY McCullough · Positioning & Vol McCullough · XLI
Kochuba · Positioning & Vol
Mancini · SPY
Lee · BTC Goldman Sachs has broken below $500 and its 50-day moving average, with continued downside follow-through confirming a guilty-until-proven-innocent chart.
1 Month Horizon
DiMartino Booth · Recession Risk DiMartino Booth · HYG DiMartino Booth · USO DiMartino Booth · GLD DiMartino Booth · Inflation DiMartino Booth · Fed Policy DiMartino Booth · Growth DiMartino Booth · LABOR
Hanke · Tariffs & Geopolitics Wang · Growth Wang · SPY Wang · Fed Policy Wang · Housing Wang · USO Wang · LABOR Wang · Inflation Shapiro · TLT Shapiro · Positioning & Vol DiMartino Booth · LEN
Elliott · Fed Policy Hanke · USO
Dale · TLT
Snider · Fed Policy McCullough · Fed Policy1 Year Horizon
Bianco · Fed Policy Timmer · Positioning & Vol DiMartino Booth · Fiscal & Treasury El-Erian · TLT Wang · TLT DiMartino Booth · Fed Policy Hanke · Fiscal & Treasury Dale · Inflation Dale · Recession Risk Dale · LABOR Dale · Growth Dale · Fed Policy Gromen · TLT Bianco · TLT Hanke · AI Gromen · Fiscal & Treasury
Schiff · GLD
Timiraos · Fed Policy
Roberts · Growth Roberts · Fed Policy Dale · BTC Hanke · GLD Schiff · Inflation Timmer · Earnings Fed policy has been set up so pressure on a single person could enable rate cuts toward less than 1%, following a unanimous 12-0 vote.
Daily 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
Kochuba · Positioning & Vol VIX expiration removes 42% of contracts at 9:30 a.m. EST, while market makers remain short calls at roughly half their prior size and FOMC-linked volatility mutes impacts.
Roberts · Earnings Small- and midcap earnings growth expectations have fallen sharply from prior estimates near 60%, and high input costs may drive forward projections lower.
McCullough · TLT Eastern bond yields are backing off immediate-term overbought signals, implying lower yields and stronger long-duration bond prices in the near term.
Keller · SPY 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.
Keller · Positioning & Vol Market breadth and volume indicators show full distribution, with the McClellan Oscillator and Chaikin Money Flow nearing extremes seen around the March low.
DiMartino Booth · Fed Policy The Fed’s guidance has boxed it into a September rate hike, expected to be the only increase this year despite risks to financial conditions and the economy.
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.