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.
Oil options positioning has shifted toward buying both tails in $USO even as OVX has fallen more than 50% from its March highs.
Brent Kochuba 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
Oil options positioning has shifted toward buying both tails in $USO even as OVX has fallen more than 50% from its March highs.
Oil faces an outright global shortage as markets shift from deficit conditions, supporting a long-standing bullish oil position.
Bitcoin back above the psychological $80,000 level and up about 6% is a strong technical position heading into the weekend.
Bearish
US 10-year term premiums are rising despite consensus views of Chinese deflation and no de-dollarization, signaling a consequential divergence for Treasury duration.
Sovereign yields are rebounding as global markets begin the week, creating renewed pressure on duration despite last week's calming Fed meeting.
The AI trade could face pressure after the midterms if a Democratic sweep brings greater skepticism of data-center buildout and more AI-model regulation.
1 Week Horizon
Kochuba · Positioning & Vol Keller · BTC Kochuba · CELH El-Erian · TLT El-Erian · USO El-Erian · Tariffs & Geopolitics Keller · CRWD Hanke · Inflation Keller · Positioning & Vol Keller · SPY Hanke · USO
Mancini · SPY
Ciovacco · BKLN Ciovacco · XLK Ciovacco · JNK Ciovacco · Positioning & Vol Keller · NFLX
Shannon · BTC Shannon · SPY Shannon · SNDK Shannon · MAGS Shannon · XLF Shannon · IWM
McCullough · ETHA Oil options positioning has shifted toward buying both tails in $USO even as OVX has fallen more than 50% from its March highs.
Bitcoin back above the psychological $80,000 level and up about 6% is a strong technical position heading into the weekend.
$CELH insider purchases totaling roughly $1.8 million over six days have not yet been reflected in options-market positioning.
1 Month Horizon
Hanke · USO McCullough · DXY
Elliott · Inflation
Snider · SHY Snider · Inflation Snider · Fed Policy Snider · USO Wang · AI Wang · SPY Wang · USO Wang · TLT
Bianco · Fed Policy McCullough · Growth McCullough · Inflation Ciovacco · QQQ Ciovacco · TLT Hanke · Housing Hanke · Growth Shannon · QQQ Shannon · Sive.st Bianco · Positioning & Vol Hanke · Tariffs & Geopolitics
Timmer · GLD
Roberts · Fed Policy1 Year Horizon
Hanke · USO Gromen · TLT
Parets · Positioning & Vol
Schiff · Tariffs & Geopolitics
Woo · Earnings Woo · Tariffs & Geopolitics Woo · GLD Woo · TLT Woo · SPY Woo · AI Snider · Recession Risk Snider · Growth Snider · LABOR
Lee · AI Wang · DXY Snider · Liquidity Gromen · GLD Schiff · BTC Ciovacco · Growth Ciovacco · SPY Ciovacco · Fiscal & Treasury Hanke · Fiscal & Treasury Bianco · Fiscal & Treasury Bianco · InflationDaily Catch-Up
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 YouTubeMoved Since Yesterday
Snider · Inflation Higher diesel costs could lift consumer prices through freight, food, heating, and gasoline, although households may eventually resist further pass-through by reducing spending.
Wang · TLT Long-dated Treasuries should benefit from better-behaved Japanese long-end bonds, reducing a global sovereign-duration pressure that had affected US yields.
Bianco · Fed Policy Fed policy faces political pressure for lower interest rates after the latest rate hike, though the Board is described as unlikely to accommodate it.
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.