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.
$NYT could suffer as AI agents identify infrequent readership and automate subscription cancellations, undermining a model supported by consumer inertia.
Jim Bianco 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
Anthropic could spend $750 billion obtaining computing capacity as capacity constraints drive further hardware purchases, supporting a long-term AI infrastructure buildout.
Energy remains a long-term bullish theme as demand for energy assets and infrastructure that transfers energy is expected to persist.
Texas Instruments could outperform other semiconductor stocks over the next two to three days if it continues holding its 50-day moving average.
Bearish
$NYT could suffer as AI agents identify infrequent readership and automate subscription cancellations, undermining a model supported by consumer inertia.
Investor appetite for incremental AI-theme capitalization appears weaker after Korean neo-cloud company Elice fell 32% in its trading debut.
$MU remains bearish under the current TREND signal, indicating continued near-term downside risk rather than a fresh reversal in the stock.
1 Week Horizon
Dale · AI Shannon · TXN McCullough · MU
Mancini · SPY McCullough · BE
Keller · HYG McCullough · XLI McCullough · PBD Keller · Positioning & Vol
Ciovacco · Positioning & Vol McCullough · CRWV
DiMartino Booth · Fed Policy
Hanke · USO
Sonders · LABOR Steno Larsen · Positioning & Vol Shannon · SPY Shannon · QQQ
Roberts · Positioning & Vol Keller · SPY Keller · TSLA Keller · USO Keller · TLT Keller · XLK Keller · COST Investor appetite for incremental AI-theme capitalization appears weaker after Korean neo-cloud company Elice fell 32% in its trading debut.
Texas Instruments could outperform other semiconductor stocks over the next two to three days if it continues holding its 50-day moving average.
$MU remains bearish under the current TREND signal, indicating continued near-term downside risk rather than a fresh reversal in the stock.
1 Month Horizon
Bianco · NYT Bianco · PLNT Bianco · HYG Bianco · Housing Dale · Growth Shannon · NFLX Shannon · PFE Bianco · Fed Policy
Schiff · Housing Bianco · LABOR Bianco · Growth Bianco · TLT Sonders · Housing
Parets · SPY DiMartino Booth · Housing
Gromen · USO
Rosenberg · SPY Rosenberg · Fed Policy Rosenberg · TLT
Kochuba · Positioning & Vol McCullough · SHY McCullough · Inflation Hanke · Growth
Newton · ARQT $NYT could suffer as AI agents identify infrequent readership and automate subscription cancellations, undermining a model supported by consumer inertia.
$PLNT could suffer as AI agents identify unused memberships and automate cancellations, undermining a subscription model supported by consumer inertia.
Credit markets are surviving well despite prior private-credit failures, and $CRWV is unlikely to be a canary for broader credit problems.
1 Year Horizon
Bianco · AI Bianco · CRWV Bianco · TLT Bianco · Inflation Bianco · Growth Bianco · SPY Bianco · Fiscal & Treasury Steno Larsen · AI Alden · USO Alden · CPER Alden · SLV Alden · GLD Dale · Housing Bianco · Housing Bianco · Positioning & Vol Parets · HD
Snider · LABOR Snider · AI
Bilello · AI Schiff · Housing Snider · Inflation Bilello · Inflation Rosenberg · AI Rosenberg · Housing AI agents could force broad business-model restructuring by automating costly consumer financial and subscription-management tasks previously sustained by inertia.
$CRWV failing to meet debt obligations would not necessarily signal broader credit-market trouble, with technology delivery posing the larger concern.
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 · SPY The S&P 500 usually rallies after midterms, with gains building in the months following the election into the next year; a split Congress delivers higher returns.
Keller · SPY The S&P 500’s advance is being distorted by mega-cap growth while most stocks decline, with weakening money flow and 7,600 as a key level.
Keller · TLT High-yield credit spreads are continuing to widen, signaling building risks and increasing concern among bond investors as volatility rises.
El-Erian · TLT US long bonds face near-term downside risk as surging French yields spill into US markets, with a potential cross-country feedback loop worth monitoring.
McCullough · Positioning & Vol Retail investor positioning is in crash mode, signaling elevated market stress, crowding unwinds, and volatility risk in the near term.
Dale · SPY The S&P 500 faces a highly likely secular bear market after the AI capex bubble bursts, as prior major capex bubbles also produced prolonged declines.
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.