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 likely to break above 5% rather than treat it as a ceiling, soaring toward levels not seen since the 1990s.
Peter Schiff 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
Oil remains a long-standing bullish position rather than a fresh call, with the stance to stay long maintained.
Long-duration Treasuries offer institutions nearly 5% income with exceptional auction demand, creating a structural alternative to elevated equity-market risk.
Crude oil has moved higher as sidelined buyers who were burned previously avoid the trade, creating a double-bluff setup that leaves them wishing they had bought.
Bearish
Treasury yields are likely to break above 5% rather than treat it as a ceiling, soaring toward levels not seen since the 1990s.
10-year Treasury yields could slice through 5% if a weak CPI report leaves markets convinced the Fed still lacks a reason to hike.
Labor market conditions are deteriorating as consumers expect unemployment to rise over the next year and see replacing a lost job as unusually difficult.
1 Week Horizon
Bianco · TLT Shapiro · USO Shapiro · UNG Shapiro · SPY Shapiro · BTC Shapiro · SLV Shapiro · GLD Shapiro · TLT
Kochuba · Positioning & Vol
Bilello · Fed Policy
Mancini · SPY Hanke · USO
Reznicek · USO Reznicek · TLT Reznicek · Fed Policy Reznicek · Inflation Reznicek · SPY
Keller · Positioning & Vol Bilello · TLT
Brandt · Positioning & Vol
McCullough · TLT
El-Erian · USO Keller · SPY
Steno Larsen · Fed Policy1 Month Horizon
Schiff · LABOR Hanke · Tariffs & Geopolitics Hanke · Liquidity Snider · Fed Policy Snider · TLT Snider · Inflation Snider · Housing Snider · Growth Shapiro · CPER Hanke · USO El-Erian · Earnings Bianco · Fed Policy Bianco · TLT Bianco · Housing Bianco · USO
Gromen · TLT
Lee · SPY Roberts · TLT
Green · Growth Hanke · Inflation
DiMartino Booth · LABOR
Basmajian · LABOR Basmajian · Growth Brandt · USO US labor-market participation is historically weak relative to population, while multiple jobholders inflate the headline count of Americans working.
1 Year Horizon
Schiff · TLT Hanke · USO Roberts · TLT Roberts · Earnings Roberts · SPY Snider · LABOR Snider · Growth Bilello · Housing Shapiro · Fiscal & Treasury Shapiro · DXY Bilello · Inflation Gromen · Fiscal & Treasury Gromen · DXY Basmajian · AI Basmajian · Housing
Dale · TLT Bianco · AI Bianco · Inflation Bianco · Tariffs & Geopolitics Hanke · Housing Bilello · Fiscal & Treasury Basmajian · Fed Policy Bilello · Tariffs & Geopolitics Hanke · TLTDaily Catch-Up
Latest Video
Oil Over $100. The Ten-Year at 4.9%
The day’s talking heads, market moves, and attributed views in one short catch-up.
Watch On YouTubeMoved Since Yesterday
Keller · Positioning & Vol Market breadth is deteriorating and leadership is lacking, with many stocks declining while energy remains one of the few areas working.
Roberts · SPY S&P 500 faces a higher pain trade as strong earnings, elevated shorts, light positioning and $163 billion of cash could force buyers back into equities.
Bianco · Fed Policy The Fed should probably raise rates at the next meeting unless CPI delivers a genuinely shocking weak result, rather than react to minor decimal changes.
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.
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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.