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's bounce after yesterday's drop negates the breakdown, restores a potential bull flag, and keeps the chart constructive above its 50-day moving average.
David Keller 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
The S&P's bounce after yesterday's drop negates the breakdown, restores a potential bull flag, and keeps the chart constructive above its 50-day moving average.
An energy shock could push an already vulnerable economy into outright contraction as demand destruction, weaker employment, and potential policy tightening overwhelm temporary price increases.
AI remains in an early stage of development, leaving substantial runway for continued long-term growth and investment across the theme.
Bearish
The S&P 500 could fall if Middle East escalation drives oil and yields sharply higher, while a positive resolution would instead send futures to 8,000.
US growth is expected to slow from its recent cycle peak, exposing historically elevated market valuations to greater downside risk.
Bitcoin faces greater competition from tokenized, dividend-paying equities, which offer a more reliable digital store of value and undermine its longer-term appeal.
1 Week Horizon
Keller · SPY
Hanke · USO
Mancini · SPY
Ciovacco · BKLN Ciovacco · XLK Ciovacco · JNK Ciovacco · Positioning & Vol Keller · NFLX Keller · Positioning & Vol Keller · CRWD Keller · BTC
Shannon · MAGS Shannon · BTC Shannon · SNDK Shannon · XLF Shannon · IWM Shannon · SPY McCullough · ETHA
Brandt · BTC
Newton · MAGS
Elliott · CPER
El-Erian · TLT
Bianco · Fed Policy McCullough · TLT1 Month Horizon
Snider · USO Snider · SHY Snider · Inflation Snider · Fed Policy Wang · SPY Wang · TLT Wang · AI Wang · USO Bianco · Fed Policy McCullough · Growth McCullough · Inflation Ciovacco · QQQ Hanke · USO Ciovacco · TLT Hanke · Housing Hanke · Growth Shannon · Sive.st Shannon · QQQ Bianco · Positioning & Vol Hanke · Tariffs & Geopolitics
Timmer · GLD Elliott · Inflation
Roberts · Inflation Roberts · Fed Policy Diesel faces a real risk of rising toward $8, $9, or $10 per gallon as global refining disruptions, low inventories, and winter demand tighten finished-fuel supply.
1 Year Horizon
Snider · Recession Risk Snider · LABOR Snider · Growth Lee · AI Wang · DXY Snider · Liquidity
Gromen · GLD Schiff · BTC Ciovacco · Growth Ciovacco · SPY Ciovacco · Fiscal & Treasury Hanke · Fiscal & Treasury Bianco · Growth Bianco · Fiscal & Treasury Bianco · Inflation Snider · AI Snider · HYG Timmer · Fiscal & Treasury Timmer · BTC Bianco · Tariffs & Geopolitics Bianco · TLT Schiff · Inflation Elliott · Fed Policy Elliott · TLT An energy shock could push an already vulnerable economy into outright contraction as demand destruction, weaker employment, and potential policy tightening overwhelm temporary price increases.
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
Keller · CRWD $CRWD’s extended bearish momentum divergence is unsustainable, with weakening RSI likely to weigh on price unless momentum strengthens on another high.
Bianco · TLT Long-term Treasury yields have risen more than 130 basis points through a two-year Fed cutting cycle, signaling bond-market discomfort with overly stimulative policy.
Roberts · Growth Economic activity will slow further as Fed rate hikes compound existing interest-rate tightening intended to reduce overall demand.
Roberts · TLT Long-term rates have risen and are continuing to tighten financial conditions through higher mortgage, corporate debt, and borrowing costs.
Bianco · TLT Long Treasury yields could rise if the Fed refrains from an October hike while markets continue to price tighter policy.
Sonders · Growth August industrial production was flat versus a 0.3% gain expected, while manufacturing production fell 0.3% against expectations for a 0.3% increase.
McCullough · TLT Treasury yields remain in breakout mode as the yield curve gets crushed, and the pullback from highs does not mark a new bond bull market.
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.