Big Picture · Week of 17 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.

Housing

US housing affordability faces mounting pressure as new home sales plunged 10.5% in one month and 6.3% from a year earlier.

Steve Hanke LOWER

Johns Hopkins. Money supply, currency regimes and inflation forecasting from monetary aggregates.

New Views Today

Latest

Bullish

Editorial Representation of Mark Newton

$NVDA’s post-earnings trajectory could differ from recent buy-the-rumor, sell-the-news patterns, as cycles point to a bullish path ahead.

Editorial Representation of Keith McCullough

$NVDA carries an Alpha Code of 218207 for tomorrow morning, indicating a near-term constructive setup rather than a stated price target.

Editorial Representation of Jeffrey Snider

Private-credit investors are losing confidence as BDC discounts and soaring redemption requests expose valuation doubts and semi-liquid funding risks.

Editorial Representation of Luke Gromen

Iran developments and a CIA trip to Moscow point to elevated geopolitical pressure that could continue affecting US trading in the near term.

Editorial Representation of Danielle DiMartino Booth

Long-duration Treasuries should ultimately rally as an inflation shock destroys demand and pulls the entire yield curve lower.

Bearish

Editorial Representation of Steve Hanke

US housing affordability faces mounting pressure as new home sales plunged 10.5% in one month and 6.3% from a year earlier.

Editorial Representation of Peter Brandt

Losing trades should not be averaged down or treated as opportunities for additional speculative exposure in volatile market conditions.

Editorial Representation of Jurrien Timmer

Corporate bond spreads are likely to widen considerably as hyperscalers tap bond markets while raising equity, creating reverse crowding-out pressure.

Editorial Representation of Cem Karsan

$NVDA’s post-earnings reaction should remain contained as volatility compresses, call skew decays, and dealers unwind hedges by selling stock.

Editorial Representation of David Keller

Gold’s uptrend deteriorated mainly in March as momentum and relative strength weakened, prices broke below moving averages, and those averages began sloping downward.

1 Week Horizon

And 122 More

1 Month Horizon

And 250 More

1 Year Horizon

And 170 More

Moved Since Yesterday

Editorial Representation of Liz Ann Sonders Sonders · Housing
Liz Ann Sonders
BEARISH NEUTRAL Month

FHFA House Price Index was largely flat in June, rising 0.0% month over month after May’s 0.3% increase.

Editorial Representation of Brent Kochuba Kochuba · Positioning & Vol
Brent Kochuba
BULLISH BEARISH Week

The $25/32-basis-point SPX 0DTE straddle around 7,670 implies this morning’s PCE release should be a market non-event with muted realized volatility.

Editorial Representation of Lance Roberts Roberts · Earnings
Lance Roberts
BULLISH BEARISH Week

Earnings misses are being punished while stellar results are not rewarded this quarter, signaling an unfavorable market response to corporate reports.

Editorial Representation of Darius Dale Dale · SPY
Darius Dale
BEARISH BULLISH Year

Stocks, particularly the S&P 500, should remain strong through 2026 as risk assets rise faster during the Fourth Turning, albeit with greater volatility.

Editorial Representation of Darius Dale Dale · AI
Darius Dale
BULLISH BEARISH Year

The US-China AI race is a marketing scheme designed to channel capital into the AI ecosystem rather than a genuine national-security competition.

Editorial Representation of Lance Roberts Roberts · Inflation
Lance Roberts
BEARISH BULLISH Year

Inflation can creep higher without breaking the economy when it moderates gradually, unlike the pandemic-era spike that sent prices through the roof.

Where They Diverge

TLT
Inflation
GLD
SPY
DXY
Fed Policy

Words

TreasuryGoldInflationMarketDollarYieldsFedPricesBitcoinDebtPressureOilS&PDespiteGrowthEconomyRatesEarningsBondBondsNear-TermRisingPolicyYieldSpendingLiquidityLongSignalingTowardStocksAboveExpectedMarketsBullishEconomicSupportingRiskDemandPrice

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.