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.
US inflation remains resilient despite deflation in China, indicating that Chinese disinflation is no longer offsetting domestic debasement pressures.
Luke Gromen HIGHER
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
US inflation remains resilient despite deflation in China, indicating that Chinese disinflation is no longer offsetting domestic debasement pressures.
$PLTR remains a long-standing Signal Strength Stocks position, reflecting continued constructive positioning rather than a fresh directional call.
S&P 500 futures broke out of a macro bull flag at 7,780, with upside bonus targets at 7,812, 7,831, and 7,865.
Bearish
AI faces a likely post-midterm “accident” amid regulatory capture and coordinated industry efforts to slow development and emphasize responsible oversight.
US-China AI and trade talks signal an effort to stabilize ties, but neither side appears ready for concrete de-escalatory measures before upcoming summits.
Apartment values fell about 3.5% month over month and remain more than 20% below their 2022 peak as rents continue declining year over year.
1 Week Horizon
Mancini · SPY McCullough · CORN
Kochuba · Positioning & Vol
Steno Larsen · Positioning & Vol
Lee · SPY McCullough · JMKE McCullough · TXG
El-Erian · USO
Roberts · Positioning & Vol McCullough · DXY McCullough · USO McCullough · SHY McCullough · CPER
Keller · BTC Kochuba · CELH El-Erian · TLT El-Erian · Tariffs & Geopolitics Keller · CRWD
Hanke · Inflation Keller · Positioning & Vol Keller · SPY Hanke · USO
Ciovacco · BKLN Ciovacco · XLK S&P 500 futures broke out of a macro bull flag at 7,780, with upside bonus targets at 7,812, 7,831, and 7,865.
$CORN is rising sharply from recent levels, reinforcing a constructive near-term view on corn prices, momentum, and continued upside potential.
1 Month Horizon
Dale · Tariffs & Geopolitics DiMartino Booth · Housing Roberts · XLRE Roberts · XLU Roberts · SPY
Timmer · AI Timmer · SPY Timmer · TLT Timmer · USO Timmer · Fed Policy
Basmajian · Recession Risk McCullough · XLF McCullough · XLU Kochuba · QQQ Roberts · Earnings McCullough · NVDA McCullough · IWM McCullough · XLV Hanke · Tariffs & Geopolitics McCullough · BTC Steno Larsen · Growth
Snider · Recession Risk Snider · Inflation Snider · LABOR1 Year Horizon
Gromen · Inflation Karsan · AI Gromen · Fiscal & Treasury Dale · SPY Dale · AI McCullough · PLTR Roberts · Growth Roberts · Recession Risk Roberts · Fed Policy Roberts · Inflation Roberts · LABOR Ciovacco · QQQ Ciovacco · XLK Lee · BMNR Ciovacco · AI Basmajian · Fed Policy
Bianco · Tariffs & Geopolitics Bianco · Inflation Hanke · Tariffs & Geopolitics Steno Larsen · AI Keller · Fed Policy Keller · SHY Roberts · Earnings Hanke · GLD US inflation remains resilient despite deflation in China, indicating that Chinese disinflation is no longer offsetting domestic debasement pressures.
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
Roberts · Positioning & Vol Quarter-end rebalancing may require pensions to sell equities and buy fixed income after stocks outperformed bonds, while CTAs remain heavily short duration.
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.