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 Housing

Housing has remained weak for years and could face further pressure if the Fed raises rates again, though current weakness has not caused a broader downturn.

Eric Basmajian LOWER

Sentiment Graph

Last 30 Days
Today
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

Latest

Bullish

Editorial Representation of Peter Schiff

Inflation will worsen over the next two years, leaving Trump and Republicans unable to avoid voter accountability for higher prices.

Editorial Representation of Steve Hanke

US stock market mania remains alive and global, indicating sustained speculative crowding and elevated risk appetite across equity markets.

Editorial Representation of Brent Kochuba

Options traders are paying for protection ahead of next week’s FOMC and triple-witching OPEX, signaling elevated hedging demand and volatility concerns.

Editorial Representation of Jim Bianco

U.S. diesel supplies are tightening as Europe seeks alternative sources, adding upward pressure to refined fuel prices amid the Russia-Ukraine war.

Editorial Representation of Mohamed El-Erian

Treasury financing demand is increasingly outstripping supply, driving a surge in yields and making this week’s Federal Reserve meeting unusually difficult.

Bearish

Editorial Representation of Eric Basmajian

Housing has remained weak for years and could face further pressure if the Fed raises rates again, though current weakness has not caused a broader downturn.

Editorial Representation of Jeffrey Snider

The labor market is unlikely to improve, with an economy-wide hiring freeze and rising consumer fears that employment conditions will deteriorate further.

Editorial Representation of Charlie Bilello

US economic growth will increasingly depend on productivity gains as 25-to-64 population growth slows to 0.3% annually over the next decade.

Editorial Representation of Danielle DiMartino Booth

CPI faces downward pressure as the fastest-changing input weakens, pointing to lower inflation readings over the coming weeks and months.

Editorial Representation of Mike Green

Passive investing is the most important factor in market price behavior today and could ultimately end very badly.

1 Week Horizon

And 292 More

1 Month Horizon

And 373 More

1 Year Horizon

And 261 More

Daily Catch-Up

3 Videos

Latest Video

Headge Model: What Happened Next? A Century Of Market Scenarios

The day’s talking heads, market moves, and attributed views in one short catch-up.

Watch On YouTube
1 Of 3

Moved Since Yesterday

Editorial Representation of Steve Hanke Hanke · USO
Steve Hanke
BEARISH BULLISH Week

Oil faces near-term upside pressure as the Strait of Hormuz is effectively closed, with tanker crossings falling from 31 last year to one this September 11.

Where They Diverge

TLT
AI
Fed Policy
Inflation
SPY
GLD

Words

MarketInflationGoldTreasuryFedPricesOilDollarYieldsRatesDespitePressureEarningsBitcoinPolicyS&PLongRateGrowthNear-TermBondsEconomyRisingDebtStocksSpendingMarketsPriceAboveYieldSupportingDayHousingRiskSignalingExpectedFederalPositionStockToward

Headge Model

Open The Model

After 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

  1. 01

    Discover

    Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.

  2. 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.

  3. 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.

  • Source-Backed

    Every view links to the original post or the exact YouTube moment.

  • Closed Catalog

    A view occupies one named topic. Headge does not invent a new one to make it fit.

  • 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.