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.

Latest View Positioning & Vol

Oil options positioning has shifted toward buying both tails in $USO even as OVX has fallen more than 50% from its March highs.

Brent Kochuba HIGHER

Sentiment Graph

Last 30 Days
Today
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

Latest

Bullish

Editorial Representation of Brent Kochuba

Oil options positioning has shifted toward buying both tails in $USO even as OVX has fallen more than 50% from its March highs.

Editorial Representation of Steve Hanke

Oil faces an outright global shortage as markets shift from deficit conditions, supporting a long-standing bullish oil position.

Editorial Representation of David Keller

Bitcoin back above the psychological $80,000 level and up about 6% is a strong technical position heading into the weekend.

Editorial Representation of JC Parets

Equity-market participation remains sufficiently underinvested, reducing concern that the ongoing bull market has reached an excessively crowded and vulnerable position.

Editorial Representation of Peter Schiff

NATO’s continuation is a condition of a permanent Greenland defense deal, extending geopolitical commitments rather than resolving them permanently.

Bearish

Editorial Representation of Luke Gromen

US 10-year term premiums are rising despite consensus views of Chinese deflation and no de-dollarization, signaling a consequential divergence for Treasury duration.

Editorial Representation of Mohamed El-Erian

Sovereign yields are rebounding as global markets begin the week, creating renewed pressure on duration despite last week's calming Fed meeting.

Editorial Representation of Joseph Wang

The AI trade could face pressure after the midterms if a Democratic sweep brings greater skepticism of data-center buildout and more AI-model regulation.

Editorial Representation of Ben Carlson

Long-term Treasuries have delivered a negative total return since the start of 2015, marking more than a lost decade and an even worse inflation-adjusted outcome.

Editorial Representation of Lance Roberts

Fed rate hikes add to tightening already delivered by higher market interest rates, potentially imposing more restraint than policymakers account for.

1 Week Horizon

And 351 More

1 Month Horizon

And 407 More

1 Year Horizon

And 296 More

Daily Catch-Up

3 Videos

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.

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1 Of 3

Moved Since Yesterday

Editorial Representation of Jeffrey Snider Snider · Inflation
Jeffrey Snider
BEARISH BULLISH Month

Higher diesel costs could lift consumer prices through freight, food, heating, and gasoline, although households may eventually resist further pass-through by reducing spending.

Editorial Representation of Joseph Wang Wang · TLT
Joseph Wang
BEARISH BULLISH Month

Long-dated Treasuries should benefit from better-behaved Japanese long-end bonds, reducing a global sovereign-duration pressure that had affected US yields.

Editorial Representation of Jim Bianco Bianco · Fed Policy
Jim Bianco
BEARISH BULLISH Month

Fed policy faces political pressure for lower interest rates after the latest rate hike, though the Board is described as unlikely to accommodate it.

Where They Diverge

AI
TLT
Fed Policy
Inflation
GLD
Positioning & Vol

Words

MarketFedInflationGoldPricesTreasuryOilDollarDespiteYieldsRatesPressurePolicyS&PRateGrowthEarningsNear-TermRisingBitcoinLongAboveEconomyRiskBondsDebtPriceFederalSignalingStocksExpectedMarketsBondDaySpendingStockCallDemandSupporting

Headge Model

Open The Model

After 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

  1. 01

    Discover

    Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.

  2. 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.

  3. 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.

  • Source-Backed

    Every view links to the original post or the exact YouTube moment.

  • Closed Catalog

    A view occupies one named topic. Headge does not invent a new one to make it fit.

  • 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.