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 labor market lacks the wage acceleration needed for a self-reinforcing inflation cycle, with nominal wages continuing to decelerate.
David Rosenberg LOWER
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
Equal-weighted $SPX is nearing a 38.2% price-and-time retracement area after a relentless selloff, creating a potential near-term support zone.
US economy is likely to remain resilient and run hot through at least 2027, with most component cycles growing at or above trend.
US macro data have broadened in 2026, supporting a more expansive economic backdrop despite higher rates restraining equity-market returns.
$PLTR remains bullish on both trade and trend signals, indicating a constructive tactical setup and sustained upside momentum.
$MU buyers have regained control after the stock tested VWAP from its recent swing low and the 20-day moving average, supporting further upside.
Bearish
The labor market lacks the wage acceleration needed for a self-reinforcing inflation cycle, with nominal wages continuing to decelerate.
Bond vigilantes are eroding U.S. Treasury Secretary Bessent's credibility, signaling rising market pressure around Treasury financing and fiscal policy.
Small and medium businesses have stopped hiring, are quietly cutting hours, and have little remaining labor to shed after already operating barebones.
1 Week Horizon
Rosenberg · Positioning & Vol Newton · RSP McCullough · PLTR McCullough · MU Hanke · Fiscal & Treasury Shannon · MU
Sonders · Positioning & Vol
Roberts · HYG
Timiraos · Fed Policy
El-Erian · TLT
Mancini · SPY McCullough · DT El-Erian · LABOR El-Erian · Growth El-Erian · Inflation Shannon · QQQ Shannon · SPY Shannon · TLT
Bianco · Fed Policy Dale · HYG Dale · Liquidity
Reznicek · XLY Reznicek · TLT Reznicek · XLP Bond-market positioning is extremely crowded against Treasuries, with near-record net speculative short positions in 10-year note futures and options markets.
Equal-weighted $SPX is nearing a 38.2% price-and-time retracement area after a relentless selloff, creating a potential near-term support zone.
$PLTR remains bullish on both trade and trend signals, indicating a constructive tactical setup and sustained upside momentum.
1 Month Horizon
Rosenberg · LABOR Rosenberg · Fed Policy Dale · Recession Risk Dale · HYG Roberts · HYG Rosenberg · USO Newton · XLK
Elliott · Positioning & Vol Bianco · TLT Bianco · Inflation Bianco · USO Dale · Inflation Reznicek · USO Reznicek · IWM
Wang · TLT Elliott · Growth Roberts · Growth Roberts · Earnings Bianco · Fed Policy
Lee · SPY Hanke · Inflation
Keller · CRWD Keller · GLD Keller · XLK1 Year Horizon
Rosenberg · Housing Rosenberg · TLT Rosenberg · Inflation Rosenberg · Growth Rosenberg · Fiscal & Treasury Rosenberg · GLD Dale · Growth Dale · GLD Dale · Fiscal & Treasury Dale · TLT Kantrowitz · Growth Kantrowitz · Earnings Snider · LABOR Dale · Recession Risk Dale · Tariffs & Geopolitics Dale · AI Dale · BTC Dale · SPY Dale · Liquidity Dale · Fed Policy Rosenberg · Recession Risk Newton · RSPT Newton · SPY
Gromen · InflationDaily 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
Roberts · Earnings Technology earnings have grown 380% more than non-tech and contributed 76% of total S&P 500 earnings growth, supporting the technology leadership thesis.
Bianco · TLT US 10-year yields should rise modestly toward 5.50% to 5.75%, although current levels already offer attractive value for bond investors.
Hanke · Inflation PCE inflation cooled to 3.4% year over year in August from 3.7% in the prior month, matching the CPI inflation rate.
Keller · SPY The S&P 500 remains sideways near its 50-day moving average, with weak breadth and absent upside follow-through making meaningful upside unlikely until conditions change.
Keller · JBL $JBL fell 10% after its earnings miss and broke below its 200-day moving average; further weakness Thursday would make the technical picture notably negative.
Keller · Positioning & Vol Only 21% of S&P 500 members remain above their 50-day moving averages, leaving four out of five stocks below that level in a non-bullish breadth setup.
Dale · Growth The U.S. economy is expected to remain resilient through a run-it-hot, jobless recovery and productivity boom over the next 12 to 18 months.
Dale · Inflation Inflation is unlikely to sustain broad-based disinflation or durably return to the Fed’s 2% target without a recession, with equilibrium core PCE in the high 2s to low 3s.
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.