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.
Gold could erase its entire 2025 advance, though this is presented as a possibility rather than a forecast.
Peter Brandt 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
Risk-on leadership in beta and lower-quality equities has accompanied the upswing in expectations since mid-2025, a phase that typically delivers the strongest returns.
Merit Medical Systems $MMSI has reached its highest level since January and could eventually retest all-time highs as healthcare leadership broadens.
US quantitative easing is set to increase liquidity as policy moves toward an open-ended expansion of the Federal Reserve balance sheet.
Bearish
Gold could erase its entire 2025 advance, though this is presented as a possibility rather than a forecast.
A market bubble is unlikely to form while bond markets continue limiting access to plentiful funding for risk-taking.
Taiwan-China tensions are likely to remain below an imminent invasion threshold as Beijing pursues gradual pressure rather than a near-term military conflict.
1 Week Horizon
Brandt · GLD Lee · Positioning & Vol Lee · GLD
Snider · Fed Policy Snider · SHY Snider · TLT Snider · CRWV Snider · MSFT Snider · ORCL Snider · META Snider · AVGO
Timmer · Fed Policy
Keller · GOOGL Keller · TSLA Keller · SPCX Keller · LRCX Keller · AMD Keller · AMAT Keller · INTC Keller · NOW Keller · IBM Keller · WDC Keller · PG Keller · HBAN Gold may make a near-term run toward an all-time high, with silver also positioned to challenge its record level.
Market positioning appears excessively bearish now, creating a contrarian setup for a near-term improvement in risk appetite and equity trading conditions.
$GLD faces a potential quantum-day catalyst, implying a sharp upside price move if the referenced development proves true.
1 Month Horizon
Brandt · GLD Newton · MMSI Hanke · USO Brandt · CPER Snider · SFTBY Snider · HYG Timmer · TLT Keller · UNH Keller · TLT Keller · GLD
Shapiro · SPY Shapiro · TLT
Schiff · TLT Schiff · SPY Schiff · Inflation Schiff · LABOR Schiff · Growth
Dale · Liquidity Dale · Positioning & Vol Dale · SLV Snider · AI Snider · TLT
DiMartino Booth · LABOR DiMartino Booth · Recession Risk Gold could erase its entire 2025 advance, though this is presented as a possibility rather than a forecast.
Merit Medical Systems $MMSI has reached its highest level since January and could eventually retest all-time highs as healthcare leadership broadens.
1 Year Horizon
Lee · Positioning & Vol Hanke · Tariffs & Geopolitics Timmer · TLT Kantrowitz · Positioning & Vol Snider · AI Snider · Recession Risk Snider · Growth Snider · Inflation Karsan · Liquidity Timmer · Fiscal & Treasury Timmer · Inflation Keller · AI Shapiro · USO Hanke · DXY
Bilello · Inflation
Basmajian · Earnings Dale · Inflation Dale · Fed Policy Dale · LMT
Carlson · TLT
Gromen · XLF Gromen · SPY Gromen · GLD Gromen · PAVEDaily 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
Keller · USO Crude oil prices are generally drifting lower, with elevated prices no longer pushing materially higher as the week progresses.
Keller · XLK Technology has recovered leadership as investors continue backing AI names through earnings season, with the sector showing further upside this week.
Keller · NFLX Netflix could form an attractive bottoming pattern only if buyers push the stock above 65 after its post-earnings decline.
Keller · TSLA Tesla remains only an okay chart at its 200-day moving average, with a move above that level required for a more meaningful advance.
Parets · Positioning & Vol Market breadth remains weak despite more stocks rising, leaving participation concerns unresolved across the near-term US equity tape.
Dale · SPY The stock market will remain detached from household and small-business weakness as affluent households and corporate balance sheets sustain aggregate economic activity.
Dale · Earnings US corporate profits are in the early innings of a productivity boom, supported by early Q3 earnings reporting and Anthropic's historic compute commitments.
Roberts · AI AI’s exuberant cycle could continue expanding for another one, two, or even four years despite elevated valuations and legitimate speculative-excess concerns.
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.