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.
$SIRI deleveraging is nearly complete, while accelerating buybacks at the current price could materially increase annual share retirements beyond the historical 4% pace.
Cem Karsan 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
$SIRI deleveraging is nearly complete, while accelerating buybacks at the current price could materially increase annual share retirements beyond the historical 4% pace.
The S&P 500 buyers remain in control, with a higher-low pullback viewed as the most probable setup for continuation into new all-time-high territory.
$NET was on sale earlier this week, framing the move as a tactical accumulation opportunity rather than a fresh long-term call.
Bearish
A Zweig Breadth Thrust confirmation by mid-next week looks unlikely because breadth would need a huge upswing after remaining insufficiently strong this week.
Interest rates should move higher as persistent 3% inflation remains above the 2% target and policymakers cannot accept a permanently elevated inflation regime.
AI productivity gains remain a forecast rather than an observation, while OpenAI annualized revenue is about $20 billion below September signals to investors.
Oil and oil products are stalling, reducing the pressure that the commodity complex has been exerting on broader markets.
$NFLX plans to cut roughly 5% of its staff as early as next week, including a workforce that was 68% U.S.-based at year-end.
1 Week Horizon
Keller · Positioning & Vol Shannon · SPY Shannon · XLF Shannon · ALAB Shannon · MU Shannon · XLK Shannon · QQQ McCullough · NET
Mancini · SPY Keller · PM Elliott · Positioning & Vol Elliott · Growth DiMartino Booth · NFLX Keller · NVDA Shannon · W Keller · BTC McCullough · USO
Kochuba · SMH
Roberts · Positioning & Vol McCullough · BTC McCullough · TLT McCullough · QQQ Hanke · TLT Hanke · USO A Zweig Breadth Thrust confirmation by mid-next week looks unlikely because breadth would need a huge upswing after remaining insufficiently strong this week.
1 Month Horizon
Keller · SPY Keller · CRWD Shannon · BTC Shannon · MAGS Shannon · NVDA Shannon · TLT Shannon · IWM Elliott · USO Elliott · SPY Elliott · AI
Snider · Recession Risk Snider · Housing Snider · Fed Policy Snider · SPY Snider · TLT Snider · Growth Snider · Inflation
Schiff · Growth McCullough · SNOW Schiff · Inflation
Sonders · Inflation Hanke · CPER Hanke · GLD McCullough · MPC The S&P 500 has a seasonally favorable October and November backdrop, and a corrective move over the next couple weeks would likely be followed by a November bounce.
$CRWD has resolved its bearish momentum divergence constructively, with price continuing to new highs and RSI returning to the overbought region by early October.
1 Year Horizon
Karsan · SIRI Shannon · NKE Bianco · TLT Bianco · Inflation Hanke · AI Elliott · TLT Snider · Liquidity Snider · LABOR
Timmer · SPY Hanke · CPER Roberts · Growth Roberts · Earnings Roberts · Positioning & Vol
Reznicek · AI Karsan · AI Karsan · Earnings Roberts · SPY Elliott · AI
Dale · BTC Dale · TLT Dale · GLD Hanke · BTC
El-Erian · Fiscal & Treasury Hanke · Tariffs & GeopoliticsDaily 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 · Positioning & Vol S&P 500 investor sentiment remains negative despite an all-time high, creating a potentially contrarian setup heading into earnings season.
McCullough · TLT Japanese 10-year government bond yields fell 8 basis points in one day from their recent cycle high, signaling lower global duration yields.
Keller · Positioning & Vol Market leadership may be rotating away from mega-cap growth after technology weakness while most $SPX stocks advanced, signaling broader dispersion and elevated rotation risk.
Keller · AVGO $AVGO has reset its breakout after failing to hold above the 200-day average, lacking both a higher close and confirming upside momentum.
Keller · NVDA $NVDA remains in a higher-high, higher-low structure, but the recent breakout has weakened sharply with a higher open followed by multiple downside sessions.
DiMartino Booth · Fed Policy The Fed could deliver a rate hike in December, with additional increases potentially following as Governor Waller signals a more hawkish path.
Gromen · Fiscal & Treasury US austerity would trigger recession and forced Treasury selling, driving the deficit to 17–25% of GDP and leaving the Fed as the buyer of last resort.
Gromen · BTC Bitcoin provides a preferable expression of the bearish bond thesis as policymakers need significantly negative real rates to reduce debt.
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.