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.
Natural gas prices could remain elevated through 2027 as sharply reduced Hormuz LNG crossings force Europe into emergency winter buying and inventory rebuilding.
Steve Hanke BULLISH
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
Natural gas prices could remain elevated through 2027 as sharply reduced Hormuz LNG crossings force Europe into emergency winter buying and inventory rebuilding.
$LLY has a strongly bullish near-term setup, with a trend bounce back anticipated from current levels after recent weakness.
ES recovered 7845 and remains a magnet for consolidation before the next leg higher, with 7859 as the first target and 7867 next.
Bearish
The Fed should reverse its 2025 rate cuts as markets demand hikes, despite sharply different borrowing consequences across households, weak credits, government debt, and hyperscalers.
The S&P 500 could deliver roughly -2% to +2% annualized returns over the next decade as valuations near 37–40x earnings limit forward returns.
US labor conditions are weakening, with 44.4 percent of Americans expecting unemployment to rise, the highest share since early 2020.
$MAGS may weaken if leadership rotates from mega-cap growth toward everything else, leaving growth-dominated benchmarks without a position of strength.
1 Week Horizon
McCullough · LLY Hanke · USO Mancini · SPY Hanke · TLT
Shannon · BTC Shannon · NBIS
Kochuba · DAL
Reznicek · CBRS Keller · SPY McCullough · SLV
Schiff · GLD Schiff · SLV McCullough · USO McCullough · UNG Keller · GLW Keller · AVGO Keller · XLU Keller · USO Keller · Positioning & Vol Keller · GLD Keller · RCL
Newton · PWR Snider · USO
Sonders · Positioning & Vol $LLY has a strongly bullish near-term setup, with a trend bounce back anticipated from current levels after recent weakness.
1 Month Horizon
Snider · LABOR Keller · MAGS Sonders · Inflation
DiMartino Booth · LABOR
Elliott · TLT Sonders · USO
Basmajian · Recession Risk Basmajian · SPY Basmajian · Growth Hanke · Inflation Schiff · USO Schiff · TLT Roberts · Earnings Keller · FTNT Keller · WDC Keller · DXY Keller · XMAG Keller · QQQ Keller · CIEN Hanke · USO Snider · Inflation Snider · Growth Snider · Fed Policy Snider · TLT US labor conditions are weakening, with 44.4 percent of Americans expecting unemployment to rise, the highest share since early 2020.
$MAGS may weaken if leadership rotates from mega-cap growth toward everything else, leaving growth-dominated benchmarks without a position of strength.
1 Year Horizon
Hanke · UNG Hanke · Inflation Timmer · Fed Policy Roberts · SPY Roberts · TLT
Kantrowitz · LABOR Hanke · USO
Gromen · TLT Gromen · DXY Gromen · SPY Sonders · Fed Policy Keller · AI Schiff · Housing Schiff · Fiscal & Treasury Schiff · Inflation
Green · Housing Hanke · AI Timmer · Positioning & Vol Elliott · AI Gromen · GLD
Wang · SPY Hanke · Fiscal & Treasury Timmer · TLT Timmer · Fiscal & Treasury Natural gas prices could remain elevated through 2027 as sharply reduced Hormuz LNG crossings force Europe into emergency winter buying and inventory rebuilding.
Daily 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
Elliott · AI LLM paid-model ARR growth has slowed considerably, challenging the path to $3 trillion in annual revenue by 2030 amid roughly $120 billion linear growth.
McCullough · USO Brent oil remains a long position, while a breakout signal in natural gas reinforces near-term strength across energy commodities.
Keller · USO Crude oil’s hammer candle in a downtrend implies a bounce over the next one to three bars, potentially into week-end.
Keller · Positioning & Vol Volatility remains remarkably low as stocks rise and the VIX drifts toward 15, signaling subdued equity-market volatility in the near term.
Sonders · Positioning & Vol NYSE internal breadth has deteriorated to twice as many lows as highs even as $SPY closed at a record high, signaling elevated market divergence.
Bianco · AI AI will eventually reach a bubble peak as optimism supplants skepticism, risking severe overcapacity from excessive data-center investment.
Roberts · Earnings Earnings growth and profit margins are unlikely to sustain their recent pace as higher inflation and interest rates replace the unusually supportive post-2008 policy environment.
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.