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.
Budget deficits during Trump’s first two years have been higher than during Biden’s final two years, despite claims of a booming economy.
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
Budget deficits during Trump’s first two years have been higher than during Biden’s final two years, despite claims of a booming economy.
Russian counterattacks are likely to intensify as Ukrainian drone strikes continue, increasing geopolitical pressure and destruction in Ukraine.
Core inflation is more likely to rise by 0.5% than fall by 0.5% over the next 12 months under today’s money-supply and payroll-growth conditions.
Bearish
Earnings growth is unlikely to rise over the next year at the pace seen since mid-2025, limiting a sustained trend in riskier stocks.
Income and credit growth are not supporting construction, factories, or purchases of big physical goods, signaling weak underlying economic conditions despite elevated stock indexes.
AI trade has been supported by monetary and fiscal policy, but the next policy-driven boost is set to be much harder.
1 Week Horizon
Steno Larsen · Positioning & Vol
McCullough · AI
Parets · Positioning & Vol Parets · SPY
Shapiro · Inflation Shapiro · GLD Hanke · USO
Reznicek · AI Reznicek · Inflation Reznicek · Positioning & Vol Reznicek · SMH Reznicek · XLK Reznicek · USO Reznicek · QQQ Reznicek · SPY
Ciovacco · Positioning & Vol
Wang · Positioning & Vol Wang · TLT Ciovacco · SPY Parets · MET Schiff · Inflation Schiff · GLD Ciovacco · TLT
Newton · WCC1 Month Horizon
Hanke · Tariffs & Geopolitics
Bilello · Inflation Snider · Growth
Bianco · Fed Policy Bianco · HYG Elliott · AI Hanke · USO Hanke · Inflation Schiff · TLT Schiff · USO Parets · Brk-B Shapiro · TLT Shapiro · Positioning & Vol Bilello · Fed Policy Basmajian · Recession Risk Bilello · Housing Wang · USO Wang · CRWV Wang · Recession Risk Wang · NVDA Wang · Growth Wang · LABOR Wang · AI Wang · Inflation1 Year Horizon
Schiff · Fiscal & Treasury Schiff · Inflation Schiff · LABOR Schiff · Growth Basmajian · Inflation Kantrowitz · Earnings Bilello · Inflation Bilello · Fiscal & Treasury Bilello · Liquidity Snider · AI Bianco · Growth Bianco · TLT Bianco · Inflation Hanke · Inflation
Woo · SPY Woo · AI Woo · USO Woo · DXY Woo · TLT Woo · Growth Snider · Inflation Snider · Fed Policy Snider · TLT Snider · LABORDaily 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
Parets · Positioning & Vol Put-option activity in the S&P 500 and Nasdaq signals elevated trader fear and defensive positioning after Friday's session.
Wang · Growth US economy remains solid as banks report healthy loan growth and strong nominal consumer spending, although much of the spending increase reflects inflation.
Ciovacco · SPY The market remains vulnerable, with continued weakness needed to distinguish a pullback before higher highs from a full bear market or secular-bull end.
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.