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.
$META rally may have room to extend following the Muse launch, with options traders positioned for further upside.
Brent Kochuba 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
$META rally may have room to extend following the Muse launch, with options traders positioned for further upside.
US fiscal pressures are becoming increasingly important for markets, reinforcing a long-standing fiscal-dominance thesis rather than a fresh call.
Trump’s tariffs impose compliance burdens that small and medium-sized businesses cannot absorb, increasing pressure on their viability versus larger companies.
Bearish
AI agents could trigger a bank run by moving household cash into 3–5% accounts, stripping banks of cheap deposits and reducing available liquidity.
AI capex plans require more than $3 trillion in revenue by 2030 to justify the spending, making projected returns implausible.
Nasdaq 100 faces downside risk from another oil price surge, with a put spread held against the broader market shock scenario.
1 Week Horizon
Kochuba · META Woo · Tariffs & Geopolitics Woo · USO
Bianco · TLT
Reznicek · TLT Reznicek · QQQ Reznicek · SPY
Wang · TLT Hanke · USO Wang · QQQ
Roberts · Positioning & Vol
Parets · SPY
Mancini · SPY Bianco · SHY Bianco · Positioning & Vol
Ciovacco · Positioning & Vol Ciovacco · HYG Ciovacco · TLT
Newton · RSPT
Shannon · TLT
Keller · SPY Keller · Positioning & Vol Keller · JBL Shannon · MSFT $META rally may have room to extend following the Muse launch, with options traders positioned for further upside.
1 Month Horizon
Hanke · Inflation Woo · QQQ Woo · USO Hanke · Housing Bianco · Growth Bianco · Fed Policy
Snider · Growth Snider · TLT Snider · Inflation Snider · Fed Policy
Brandt · XRP Reznicek · USO Wang · Inflation Wang · SPY Wang · Tariffs & Geopolitics Wang · Fed Policy Wang · Growth
DiMartino Booth · LABOR Brandt · BTC Hanke · Tariffs & Geopolitics Ciovacco · SPY Ciovacco · AI Ciovacco · XLF Ciovacco · XLK1 Year Horizon
Gromen · Fiscal & Treasury Hanke · Tariffs & Geopolitics Steno Larsen · Liquidity Elliott · AI
Basmajian · Fiscal & Treasury
Kantrowitz · Growth Brandt · SHY Basmajian · Growth Wang · DXY Snider · HYG
Schiff · SPY Elliott · Growth Parets · Positioning & Vol Schiff · TLT
Timmer · BTC Newton · XLK
Lee · Inflation Bianco · Fiscal & Treasury Roberts · TLT
Boockvar · AI Hanke · Growth Brandt · Housing
Dale · Liquidity Dale · TLT US fiscal pressures are becoming increasingly important for markets, reinforcing a long-standing fiscal-dominance thesis rather than a fresh call.
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
Snider · Inflation Inflation expectations remain subdued, as TIPS breakevens show little evidence that higher energy prices will produce a sustained broader inflation outbreak.
Basmajian · Growth The business cycle has not ended because falling wage and interest-expense shares of corporate revenue have supported profit margins despite cumulative inflation and rate hikes.
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.