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.
$NVDA’s competitive moat appears materially narrower than aircraft and engine incumbents, leaving its performance lead and future relevance more vulnerable as financing support fades.
Mike Green BEARISH
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
Iran intervention risks becoming an open-ended military commitment, extending geopolitical pressure on US markets for years rather than producing a quick resolution.
Long Treasury yields appear to have peaked at 5.36% and retreated toward 5%, while the 10-year real yield has fallen to 2.64%.
AI can deliver a productivity boost and enable discoveries that address problems weighing on aging, debt-ridden societies globally.
Bearish
$NVDA’s competitive moat appears materially narrower than aircraft and engine incumbents, leaving its performance lead and future relevance more vulnerable as financing support fades.
$GOOGL remains bearish despite Old Wall media noise, as the signal continues to indicate sustained near-term downside pressure for the shares.
Fed futures imply an 86% probability of a second rate hike at next month’s meeting, pointing to further near-term policy tightening.
Dropbox is cutting about 9% of its global workforce, reducing headcount from the 2,113 employees reported in its most recent filing.
$RIVN's rally has failed at the declining five-day moving average, reinforcing the view that it remains a downtrend bounce rather than a reversal.
1 Week Horizon
Kochuba · GOOGL McCullough · GOOGL McCullough · AI McCullough · USO
Mancini · SPY
Wang · Liquidity Kochuba · Positioning & Vol Shannon · RIVN
Snider · SHY Snider · Fed Policy Snider · Inflation Snider · Growth Sonders · Housing McCullough · Positioning & Vol McCullough · Fed Policy McCullough · Inflation McCullough · DXY
Keller · AI Keller · TSLA Keller · SMH Keller · Positioning & Vol McCullough · TMO McCullough · REBN McCullough · ONON1 Month Horizon
Timmer · TLT Kochuba · TSLA
Bianco · Growth
Karsan · Earnings Sonders · Fed Policy
Lee · Fed Policy Bianco · Fed Policy
Roberts · SPY DiMartino Booth · LABOR Timmer · HYG Keller · GLD
Newton · EMR McCullough · OKTA
Steno Larsen · AI Timmer · AI
Brandt · SPY Lee · SPY Bianco · Inflation Sonders · LABOR DiMartino Booth · Fed Policy McCullough · RBRK Sonders · Growth Sonders · Housing
Bilello · Fed Policy1 Year Horizon
Green · NVDA Gromen · Tariffs & Geopolitics El-Erian · AI
Schiff · Inflation El-Erian · Inflation Gromen · SPY Gromen · GLD Gromen · BTC Gromen · Fiscal & Treasury Timmer · Earnings
Hanke · Inflation Gromen · TLT Hanke · Fiscal & Treasury
Carlson · TLT Schiff · LABOR Schiff · Tariffs & Geopolitics Schiff · Growth Schiff · Fiscal & Treasury Bilello · Liquidity Sonders · Inflation
Elliott · Inflation El-Erian · TLT McCullough · USO DiMartino Booth · LABOR $NVDA’s competitive moat appears materially narrower than aircraft and engine incumbents, leaving its performance lead and future relevance more vulnerable as financing support fades.
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
Keller · Positioning & Vol Volatility is falling as the AI trade strengthens, signaling a lower near-term VIX backdrop ahead of the Fed and major technology earnings.
Roberts · SPY The S&P 500 can rally into year-end, though the advance is unlikely to be a straight line and faces unspecified caveats.
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.