Big Picture · Week of 10 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.
$BTC has reached a price-wall setup resembling the 2021 bottom, signaling a potentially constructive reversal despite the old-school technical framing.
Peter Brandt BULLISH
Classical charting veteran. Low volume, high conviction; publishes his losses.
New Views Today
LatestBullish
$BTC has reached a price-wall setup resembling the 2021 bottom, signaling a potentially constructive reversal despite the old-school technical framing.
Crypto volume spikes signal a positive turning point for the asset class, supporting a near-term upside move after heightened trading activity.
$PICK is held long, reflecting a constructive directional position and a long-standing holding rather than a newly initiated market call.
Bearish
Long-term Treasury yields will keep rising as investors sell bonds unless the Fed addresses persistent inflation by raising rates.
$RVII's 662bps launch fees, 418bps annual expenses, and 20% incentive fee erode much of the diversified fund's return potential.
Treasury yields will rise rapidly as sharp dollar weakness completes conditions for a full-blown U.S. sovereign debt crisis.
1 Week Horizon
Lee · BTC
Mancini · SPY
McCullough · LH
Roberts · TLT
Roberts · Inflation
McCullough · DGX
McCullough · KMX
McCullough · IGV
Kochuba · TSLA
Schiff · TLT
McCullough · DXY
Steno Larsen · Liquidity
Kochuba · Positioning & Vol
Shannon · BTC
McCullough · BTC
McCullough · Positioning & Vol
McCullough · HYG
El-Erian · GLD
El-Erian · BTC
Steno Larsen · BTC
Shannon · SUJA
Newton · CRWD
Schiff · SPY
Reznicek · META
Crypto volume spikes signal a positive turning point for the asset class, supporting a near-term upside move after heightened trading activity.
$LH is a healthcare long within the Signal Strength Stocks quantamental stock-picking framework, reflecting a current positive tactical selection.
1 Month Horizon
Brandt · BTC
Bianco · TLT
Bianco · Fed Policy
McCullough · PICK
Roberts · TLT
McCullough · TLT
Schiff · GLD
Schiff · TLT
Schiff · Inflation
Elliott · Growth
Bianco · USO
Bianco · Inflation
Roberts · Earnings
Roberts · Inflation
Roberts · Growth
Schiff · Tariffs & Geopolitics
Sonders · Growth
McCullough · DXY
McCullough · BTC
Timmer · TLT
Timmer · Fed Policy
Rosenberg · Inflation
Rosenberg · Growth
Snider · USO
$BTC has reached a price-wall setup resembling the 2021 bottom, signaling a potentially constructive reversal despite the old-school technical framing.
1 Year Horizon
Lee · ETH
Bianco · Growth
Bianco · Fiscal & Treasury
Bianco · Inflation
Ciovacco · SPY
Elliott · RVII
Schiff · TLT
Schiff · GLD
Schiff · DXY
Lee · BMNR
Lee · BTC
Hanke · AMZN
Hanke · GOOGL
Hanke · AI
Schiff · Inflation
Wang · TLT
Woo · AI
Hanke · Tariffs & Geopolitics
Sonders · LABOR
McCullough · SLV
Keller · KMEM
Hanke · TLT
Snider · AI
Timmer · Fed Policy
$ETH is the settlement layer of the future, while crypto winter has ended and a proper crypto DAT can outperform underlying crypto.
Moved Since Yesterday
Sonders · Growth The six-month annual change in the Leading Economic Index has turned positive for the first time in more than four years, with nine of 10 components advancing.
McCullough · BTC Bitcoin needs U.S. government support to turn bullish again, making policy action a necessary catalyst for a renewed upside trend.
Timmer · Fed Policy The Fed’s last few rate cuts were unwarranted and may need to be undone, though markets doubt policymakers will tighten in September.
Snider · USO Fuel prices are likely to remain elevated because refinery-constrained effective supply has fallen more than demand, and cheaper crude will not lower gasoline prices until crack spreads decline.
Roberts · TLT Long-duration Treasuries face pressure as 30-year Treasury yields reach their highest levels since 2007, raising concerns for bond investors.
Dale · SPY Stocks, particularly the S&P 500, should remain supported in 2026 as risk assets rise faster during this Fourth Turning, albeit with greater volatility.
Kochuba · Positioning & Vol $IWM options remain cheap with an IV Rank of 3 despite put demand rising modestly and call skew declining over the past week.
Brandt · SLV Silver can back and fill during a true falling-wedge formation before the pattern’s bullish continuation implication reasserts itself.
Where They Diverge
Words
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.