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 Tariffs & Geopolitics
Tariffs are paid by American consumers rather than foreign countries, sustaining domestic tariff pressure despite claims of trillions in revenue.
Peter Schiff 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
Tariffs are paid by American consumers rather than foreign countries, sustaining domestic tariff pressure despite claims of trillions in revenue.
Gold’s secular bull market is expected to peak between $6,000 and $7,000 per ounce, a long-standing position rather than a fresh call.
Palantir has broken out from a massive year-long base to new all-time highs, with AI-related news supporting the advance.
Bearish
Demand for long-dated Treasuries is inadequate, creating sustained pressure on long-bond prices rather than validating assurances that demand remains sufficient.
A diplomatic Middle East deal is increasingly likely before the midterms, while renewed military action against Iran remains unlikely.
AI is increasingly vulnerable as markets price parabolic growth while spending growth appears to be becoming more linear.
1 Week Horizon
Wang · USO
Reznicek · SPY Reznicek · MA Reznicek · V Reznicek · Positioning & Vol Reznicek · QQQ
Ciovacco · HYG Ciovacco · Positioning & Vol Ciovacco · SPY Ciovacco · XLK Parets · SPY
Keller · Positioning & Vol
Shannon · MU Shannon · XLF Shannon · ALAB Shannon · XLK Shannon · QQQ Shannon · SPY
McCullough · NET
Mancini · SPY Keller · PM Elliott · Positioning & Vol Elliott · Growth
DiMartino Booth · NFLX Oil prices have stabilized around $100, though Middle East developments and presidential threats continue to drive substantial short-term noise.
1 Month Horizon
Wang · Tariffs & Geopolitics Wang · SPY Wang · TLT Parets · MAGS Reznicek · GLD Hanke · Housing Hanke · SPY Keller · CRWD Keller · SPY Shannon · MAGS Shannon · BTC Shannon · TLT Shannon · NVDA Shannon · IWM Elliott · USO Elliott · AI Elliott · SPY
Snider · Growth Snider · Housing Snider · Fed Policy Snider · SPY Snider · TLT Snider · Inflation Snider · Recession Risk1 Year Horizon
Schiff · Tariffs & Geopolitics Hanke · GLD Schiff · Fiscal & Treasury Gromen · TLT Wang · AI Wang · Fed Policy Elliott · AI Parets · PLTR Parets · USO Hanke · AI
Timmer · SPY Timmer · Liquidity
Dale · SPY
Karsan · SIRI Shannon · NKE
Bianco · TLT Bianco · Inflation Elliott · TLT Snider · Liquidity Snider · LABOR
Bilello · SPY Hanke · CPER
Roberts · Growth Roberts · EarningsDaily 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 · Positioning & Vol A Zweig Breadth Thrust confirmation by mid-next week looks unlikely because breadth would need a huge upswing after remaining insufficiently strong this week.
Shannon · ALAB $ALAB failed after a gap higher and continued lower after breaking its emerging trend, underscoring the need for tight risk management.
Bianco · TLT Interest rates should move higher as persistent 3% inflation remains above the 2% target and policymakers cannot accept a permanently elevated inflation regime.
Elliott · USO Oil and oil products are stalling, reducing the pressure that the commodity complex has been exerting on broader markets.
Roberts · SPY The bull market that began in October 2022 is likely to gain further ground in its fifth year, consistent with five of six comparable bull markets.
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.