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.
Inflation is about to spike again, with the coming increase expected to be much larger than the 2020–21 surge.
Peter Schiff HIGHER
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
Inflation is about to spike again, with the coming increase expected to be much larger than the 2020–21 surge.
Bond positioning is increasingly crowded as the masses buy $TLT while Treasuries keep falling, raising the risk of a painful contrarian unwind.
Brent crude’s delivered price is running near $140 per barrel versus a $110 paper price because tanker shortages and Iran-war logistics are constraining supply.
Bearish
Berkshire Hathaway’s holdings make its defensive reputation questionable, implying less resilience than investors may expect from the conglomerate.
Recessionary layoffs and job losses remain far below recessionary levels despite a labor market that can feel weak for job seekers.
Fed officials are likely to skip an October hike but raise rates in December, as inflation remains too high despite tighter financial conditions.
U.S. housing sellers are cutting asking prices at a record 22% rate as elevated supply and continued Sun Belt softness force broader price adjustments.
$CEG broke support below a declining five-day moving average, leaving the stock in a bearish setup that should be avoided.
1 Week Horizon
Shapiro · GLD Shapiro · Inflation Hanke · USO
Reznicek · Inflation Reznicek · Positioning & Vol Reznicek · AI Reznicek · SMH Reznicek · XLK Reznicek · USO Reznicek · QQQ Reznicek · SPY
Ciovacco · Positioning & Vol Wang · TLT Wang · Positioning & Vol Ciovacco · SPY Parets · MET Schiff · Inflation Schiff · GLD Ciovacco · TLT
Newton · WCC
Keller · XLE Keller · USO Keller · Positioning & Vol Keller · NFLX1 Month Horizon
Parets · Brk-B Shapiro · Positioning & Vol Shapiro · TLT
Bilello · Inflation Bilello · Fed Policy Basmajian · Recession Risk Bilello · Housing Wang · Fed Policy Wang · LABOR Wang · Growth Wang · Inflation Wang · CRWV Wang · Recession Risk Wang · NVDA Wang · AI Wang · USO DiMartino Booth · Housing
Snider · TLT Snider · LABOR Snider · HYG Snider · Growth Hanke · Inflation Ciovacco · USO Ciovacco · HYG Berkshire Hathaway’s holdings make its defensive reputation questionable, implying less resilience than investors may expect from the conglomerate.
Bond positioning is increasingly crowded as the masses buy $TLT while Treasuries keep falling, raising the risk of a painful contrarian unwind.
Long-duration Treasuries face substantial downside as widespread $TLT buying persists despite falling bond prices, making the contrarian bond-long trade dangerous.
1 Year Horizon
Schiff · Inflation Shapiro · Fiscal & Treasury Shapiro · AI Bilello · UNG Bilello · CPER Bilello · USO Bilello · SLV Bilello · GLD Ciovacco · Earnings Ciovacco · Growth Ciovacco · Fed Policy Ciovacco · Inflation Basmajian · Growth
El-Erian · Fiscal & Treasury El-Erian · Growth El-Erian · Inflation Ciovacco · SPY
Dale · SPY
Timmer · BTC
Bianco · AI
Carlson · SHY Bianco · Positioning & Vol Bianco · Growth Bilello · Fiscal & TreasuryDaily 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
Ciovacco · Positioning & Vol The VIX rose 34% this week and has entered a yellow-to-red warning area, supporting openness to a wider range of near-term market outcomes.
Dale · SPY The secular bull market that began decades ago is expected to peak between the second half of 2027 and first half of 2028, a long-standing position rather than a fresh call.
Keller · XLE Energy sector is benefiting from higher crude prices, with $XLE up 2.5% during Friday’s broader risk-off market session.
Shannon · TLT Long bonds may pull back enough for yields to briefly undercut 5%, but the move should become a time correction rather than a sustained bond collapse.
Shannon · SPY The S&P 500 remains in its recent range with limited daily-chart damage, though an undercut and rebound could determine the next directional move.
Roberts · HYG Credit spreads are flashing yellow as CCC stress widens, but a major credit event requires faster deterioration spreading into investment-grade debt.
El-Erian · Growth US growth remains resilient as September industrial production rose 0.7%, adding to recent strength in retail sales and labor-market data.
Kochuba · SPY The S&P 500 has historically traded higher five sessions after October expiration 62% of the time, with a median gain of 0.73%.
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.
-
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.
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.