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.
Copper is supported by a record Yangshan premium above $200 per ton, signaling strong Chinese demand for imported metal.
Steve Hanke BULLISH
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
Copper is supported by a record Yangshan premium above $200 per ton, signaling strong Chinese demand for imported metal.
The market cycle is unlikely to peak until the second half of 2027 or first half of 2028, a long-standing position rather than a fresh call.
The S&P 500’s reclaim of 7575 triggered a late-day upside move, with 7626 and 7665 identified as the next levels.
Long bonds have become a viable asset class again, offering high real yields and a current port in the storm despite unreliable anti-correlation.
$GOOGL likely attracts buyers after its huge gap down, framing the decline as an attractive entry opportunity for a strong company.
Bearish
Nasdaq may have already peaked, raising the risk of a sustained decline for the index over the coming weeks to months.
Stock market could crash on Monday, a move expected to further raise Democratic Senate-win odds amid a worsening economic narrative.
AI capex, funding needs, monetization, and return on investment face much greater investor scrutiny after sharp tech selloffs on minor earnings blemishes.
1 Week Horizon
Shapiro · Positioning & Vol Schiff · SPY Schiff · Liquidity Schiff · SLV Schiff · GLD Mancini · SPY
McCullough · Positioning & Vol Hanke · USO El-Erian · AI Keller · GOOGL Dale · SPY Keller · BTC
Gromen · GLD Gromen · SPY Schiff · Growth Schiff · Fed Policy Schiff · Inflation Keller · SPY
Kochuba · SPY
Shannon · TXN Shannon · SPCX
Roberts · Positioning & Vol Shannon · GLD Kochuba · Positioning & Vol1 Month Horizon
Hanke · CPER Ciovacco · QQQ Hanke · AI Schiff · Recession Risk Schiff · Inflation
Kantrowitz · Earnings
Brandt · CPER Roberts · SPY Brandt · SLV
Elliott · LABOR Roberts · Earnings McCullough · AMZN McCullough · RDDT McCullough · GOOGL
Sonders · Inflation Sonders · Growth Roberts · Liquidity
Boockvar · Fed Policy Boockvar · GLD Boockvar · DXY Elliott · Growth Kochuba · MSTR
Steno Larsen · AI Hanke · Growth1 Year Horizon
Dale · SPY Hanke · Tariffs & Geopolitics Dale · Growth Hanke · BTC Timmer · TLT Kantrowitz · AI Kantrowitz · Inflation Dale · AI Gromen · SPY Gromen · GLD McCullough · Growth Timmer · Positioning & Vol Schiff · Fiscal & Treasury
DiMartino Booth · Recession Risk Dale · Recession Risk Sonders · AI Steno Larsen · SLV Hanke · Fiscal & Treasury Timmer · SPY Shapiro · BTC Hanke · Housing Timmer · Earnings McCullough · GOOGL Hanke · TLTDaily 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
Mancini · SPY The S&P must reclaim 7,703 to rally properly, with 7,677 as key range support and initial upside levels at 7,686 and 7,703.
McCullough · BTC Bitcoin has broken back into a bearish trend signal, prompting a reduced near-term price target of 75,000 from current levels.
Keller · AI AI trade is weakening as $GOOGL, $INTC, and $AMZN are getting hammered, while investors increasingly distinguish winners from losers.
Keller · GOOGL $GOOGL is testing its March 2026 lows after extending an early-October downtrend, with a durable reversal dependent on an influx of willing buyers.
McCullough · Positioning & Vol An unnamed asset is trying to become a bullish trade within a bearish trend after getting smoked and attracting consensus selling at the lows.
Kochuba · GOOGL $GOOGL’s 12% drop has sharply reduced implied volatility, making calls a more attractive way to position for a near-term rebound than stock.
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.