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.

Positioning & Vol

Stock market and crypto analysis covers $SPY, $QQQ, $SMH, Bitcoin, $MU, $SNDK, $IWM, $SYF, $XLF, and $XBI for the week ending August 14.

Brian Shannon NEUTRAL

Creator of Anchored VWAP. Multi-timeframe trend analysis, swing setups and disciplined risk levels.

New Views Today

Latest

Bullish

Editorial Representation of Steve Hanke

Strait of Hormuz remains effectively closed after tanker crossings fell from 58 on August 15 last year to three this year.

Editorial Representation of Charlie Bilello

Prices face continued upward pressure as money printing and government debt keep rising across different presidential administrations and political parties.

Editorial Representation of Luke Gromen

Gold is developing as a neutral reserve asset alternative to the post-1971 dollar system, supporting a long-standing structural bullish thesis.

Editorial Representation of JC Parets

Market bubbles remain constructive, reflecting a favorable long-term environment for increasingly crowded, speculative, and volatile price action across financial markets.

Editorial Representation of Joseph Wang

The war in Iran is sustaining an energy shock, particularly across Europe and Asia, and may be spilling higher global bond yields into US markets.

Bearish

Editorial Representation of David Woo

Inflation is collapsing, with CPI at 3.4% and supercore inflation at 2.7%, even as the 10-year Treasury yield reaches 4.683%.

Editorial Representation of Brent Kochuba

$QQQ implied volatility relative to SPY likely compresses further into Jackson Hole as macro takes center stage, following its collapse from May AI-chase highs.

Editorial Representation of Jeffrey Snider

Chinese bank lending is contracting at record levels as lenders pull back from household and corporate risk and accelerate balance-sheet de-risking.

Editorial Representation of Jim Bianco
Jim Bianco AI Moderate

AI industry backlash will intensify unless companies dial back hubris and doomsday rhetoric that has amplified fears of displacement and economic disruption.

Editorial Representation of Lance Roberts

The market has reached record highs with broader participation and improved sentiment, but investors should take some chips off the table rather than chase the rally.

1 Week Horizon

And 11 More

1 Month Horizon

And 130 More

1 Year Horizon

And 51 More

Moved Since Yesterday

Editorial Representation of Brent Kochuba Kochuba · Positioning & Vol
Brent Kochuba
BULLISH BEARISH Month

$QQQ implied volatility relative to SPY likely compresses further into Jackson Hole as macro takes center stage, following its collapse from May AI-chase highs.

Editorial Representation of Jim Bianco Bianco · AI
Jim Bianco
BULLISH BEARISH Year

AI industry backlash will intensify unless companies dial back hubris and doomsday rhetoric that has amplified fears of displacement and economic disruption.

Editorial Representation of Charlie Bilello Bilello · Inflation
Charlie Bilello
BULLISH BEARISH Month

Inflation has persisted despite 175 basis points of Fed rate cuts since September 2024, with the 30-year Treasury yield reaching 5.3%, its highest since 2007.

Where They Diverge

Inflation
Fed Policy
SPY
Growth
TLT
AI

Words

InflationMarketGoldGrowthFedS&PLiquidityBitcoinEconomyFederalYieldsAboveGovernmentRatesGlobalOilPricesSpendingDebtDemandRiskChineseEarningsBondsHighsStrongTreasuryBondDespitePressureStocksDayLaborRateFiscalPolicyReserveTowardYenDollar

Method

How Headge Works

  1. 01

    Discover

    Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.

  2. 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.

  3. 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.