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.
Crude oil prices have returned above $100, while the Brent ninth-forward contract continues making new highs and stands $7 above its February level.
Jurrien Timmer 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
Crude oil prices have returned above $100, while the Brent ninth-forward contract continues making new highs and stands $7 above its February level.
US corporate profits are in the early innings of a productivity boom, supported by early Q3 earnings reporting and Anthropic's historic compute commitments.
$OKTA is likely well positioned to benefit as AI-agent adoption increases demand for dynamic identity and access management systems to prevent security breaches.
Bearish
Near-term recession risk remains low because broad layoffs and job losses, the usual recessionary deterioration, show little current evidence.
AI continues to exhibit bubble-like conditions, with the developing excess increasingly resembling the financial instability that preceded the 2008 financial crisis.
Baltimore properties bought for $40,000–$60,000 were fraudulently flipped at three to four times their purchase prices, distorting reported housing valuations.
1 Week Horizon
Timmer · TLT
Kochuba · META Basmajian · Recession Risk McCullough · ILMN
Mancini · SPY
Steno Larsen · SPY Kochuba · Positioning & Vol
Reznicek · GE Hanke · AI McCullough · TEAM McCullough · DT Reznicek · SPY
Roberts · Positioning & Vol Roberts · SPCX McCullough · TSLA
Keller · SMH Keller · SPY Keller · AI Keller · ELV Keller · RMD Keller · MMM Keller · GOOGL Keller · META Keller · BTC AI-name selling has coincided with lower bond yields, potentially reflecting a risk-off impulse or the AI boom’s growing systemic importance to inflation and monetary policy.
$META options are pricing a 7% earnings-related move, signaling elevated event volatility but offering no stated upside or downside directional outcome.
1 Month Horizon
Timmer · USO Basmajian · LABOR Hanke · USO McCullough · GOOGL
Parets · V Parets · MA Roberts · Growth Roberts · USO Roberts · XLE Roberts · DXY Roberts · NVDA Roberts · SPY Roberts · TLT Roberts · Earnings Parets · DXY Hanke · Tariffs & Geopolitics Steno Larsen · Earnings
Sonders · Housing
Schiff · Inflation
El-Erian · USO Hanke · Housing
Snider · Housing Timmer · Growth Timmer · Inflation1 Year Horizon
Dale · Earnings Dale · Liquidity Dale · SPY Dale · Growth Dale · Inflation Dale · TLT McCullough · OKTA Hanke · AI DiMartino Booth · Housing Basmajian · Housing Roberts · AI Roberts · SPY Snider · AI
Elliott · SPCX
Bianco · Inflation Bianco · TLT Hanke · Housing Parets · Housing
Bilello · Fiscal & Treasury Timmer · AI Elliott · USO McCullough · BTC Hanke · CPER Basmajian · Recession Risk US corporate profits are in the early innings of a productivity boom, supported by early Q3 earnings reporting and Anthropic's historic compute commitments.
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
Basmajian · Recession Risk Housing starts remain depressed but have not fallen as sharply as they typically do before recessionary periods, indicating lower near-term recession risk.
Keller · GLD Gold remains a broken chart below three downward-sloping moving averages, with weak momentum and a clearly negative trend until it clears the 21-day EMA.
Bianco · HYG Credit markets are surviving well despite prior private-credit failures, and $CRWV is unlikely to be a canary for broader credit problems.
Bianco · TLT Treasury yields could reach 7–8% if real growth runs at 4–5% and inflation is around 3%, implying sharply lower long-duration bond prices.
Keller · Positioning & Vol Chaikin Money Flow has returned to negative after heavy-volume declines, and the $SPX needs strong-volume accumulation before breaking out of its range.
Kochuba · Positioning & Vol SPX put skew is lifting while call skew declines, signaling stage-one concern despite overall implied volatility remaining low near all-time highs.
Shannon · SPY The S&P remains under pressure below its declining five-day moving average, with no evidence buyers are gaining control and a defensive posture still prudent.
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.