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.
U.S. 10-year Treasury yields have jumped to their highest level since the run-up to the Global Financial Crisis, pressuring long-duration Treasury prices.
Cem Karsan 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
Inflation remains too high and is crippling Americans working multiple jobs, while US unit sales are falling amid price pressures beyond the Fed’s control.
Markets can rally on the event when investors enter it braced for bad news, rather than sell off once the anticipated news arrives.
$MAGS should break back out to new highs this week, shifting attention from broad AI fears toward the Magnificent 7.
Bearish
U.S. 10-year Treasury yields have jumped to their highest level since the run-up to the Global Financial Crisis, pressuring long-duration Treasury prices.
A Federal Reserve rate hike on Wednesday carries a 95% probability, indicating an almost certain near-term tightening decision.
Recession risk remains low because accelerating cyclical momentum continues to support the economy despite the burden of higher interest rates.
$AVGO remains weak in the near term, with the existing bearish stance intact rather than representing a fresh call.
1 Week Horizon
Karsan · TLT Lee · SPY Newton · MAGS
Keller · SPY Keller · SMH Keller · CVX Keller · XLK Keller · BTC Keller · VZ Keller · Positioning & Vol Keller · NEM Keller · MDT Keller · DXY Keller · RCL Bianco · Fed Policy Basmajian · Growth Karsan · IGV McCullough · AVGO McCullough · PBD McCullough · PRN McCullough · IGV
Mancini · SPY Keller · TLT
El-Erian · TLT U.S. 10-year Treasury yields have jumped to their highest level since the run-up to the Global Financial Crisis, pressuring long-duration Treasury prices.
Markets can rally on the event when investors enter it braced for bad news, rather than sell off once the anticipated news arrives.
$MAGS should break back out to new highs this week, shifting attention from broad AI fears toward the Magnificent 7.
1 Month Horizon
DiMartino Booth · Inflation DiMartino Booth · Growth DiMartino Booth · Fed Policy
Hanke · Tariffs & Geopolitics Keller · GLD Keller · USO Keller · TLT Keller · BBY Keller · ADBE Keller · CRWD Keller · NOW Keller · CAT Keller · BAC
Dale · Liquidity Basmajian · Recession Risk
Snider · Inflation Snider · Growth El-Erian · TLT Basmajian · Inflation Basmajian · Fed Policy
Gromen · Fed Policy
Shapiro · CPER Hanke · Fiscal & Treasury Bianco · TLT Inflation remains too high and is crippling Americans working multiple jobs, while US unit sales are falling amid price pressures beyond the Fed’s control.
1 Year Horizon
Lee · Fed Policy Lee · Inflation Dale · AI Basmajian · Housing Gromen · Fiscal & Treasury McCullough · AI Gromen · TLT Gromen · Inflation Gromen · LABOR Gromen · Growth Gromen · SPY Gromen · BTC Gromen · GLD
Roberts · Liquidity Roberts · Earnings Roberts · SPY
Bilello · Inflation Bianco · Inflation Bianco · AI Bianco · BTC
Schiff · TLT Schiff · Inflation Schiff · GLD Basmajian · Fed PolicyDaily 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
Basmajian · Inflation Inflation and total debt-to-GDP remain exactly where they stood before 2020, indicating no net change from the pre-pandemic baseline.
McCullough · TLT The yield curve has flattened as anticipated alongside a high inflation nowcast, implying lower long-duration Treasury yields relative to short rates.
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.