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.
Inflation is driven by money-supply growth, and the post-COVID surge correctly foreshadowed the subsequent period of elevated price pressures.
Steve Hanke 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
Inflation is driven by money-supply growth, and the post-COVID surge correctly foreshadowed the subsequent period of elevated price pressures.
AI basket is sitting on support after a 22% drawdown since early June, framing a potential stabilization in the AI trade.
$EMR is pushing to new all-time highs and could deliver a smoother upside move over the next month, with stronger volume reinforcing the breakout.
Bearish
New-home supply is historically elevated, but the unusually low share of completed homes limits the downside implications for housing compared with 2009.
$EWZ volatility has collapsed after the election even as the ETF fell 20%, indicating a sharp post-event decline in downside skew.
Economic activity boosted by an energy shock is borrowed from the future, leaving excess inventories, high costs, and weaker new orders once stockpiling ends.
1 Week Horizon
Keller · AI Keller · TSLA Keller · SMH Keller · Positioning & Vol
McCullough · TMO McCullough · REBN
Mancini · SPY McCullough · ONON Timmer · Growth Kochuba · EWZ Kochuba · Positioning & Vol Timmer · AI
Reznicek · SPY McCullough · PALL McCullough · BTC
El-Erian · Growth El-Erian · Fed Policy Timmer · TLT McCullough · USO Keller · GOOGL Keller · META Hanke · USO McCullough · GTLB
Sonders · XLP AI trade is heating up again, with technology and semiconductors leading as volatility falls ahead of Fed decisions and major technology earnings.
$TSLA has confirmed a breakout above its 200-day moving average, signaling constructive near-term technical momentum as the renewed AI trade lifts technology leadership.
$SMH is leading the renewed AI trade, reflecting constructive near-term technical momentum in semiconductors as volatility declines ahead of the Fed and major earnings.
1 Month Horizon
Timmer · AI Newton · EMR
Brandt · SPY
Lee · SPY
Bianco · Inflation Sonders · LABOR
DiMartino Booth · Fed Policy McCullough · RBRK Sonders · Growth McCullough · OKTA Sonders · Housing
Bilello · Fed Policy McCullough · BNO El-Erian · Fed Policy
Roberts · SPY McCullough · Inflation Timmer · HYG DiMartino Booth · Housing Bilello · Inflation Bilello · Housing Roberts · TLT Roberts · USO Roberts · Inflation Basmajian · Housing AI basket is sitting on support after a 22% drawdown since early June, framing a potential stabilization in the AI trade.
$EMR is pushing to new all-time highs and could deliver a smoother upside move over the next month, with stronger volume reinforcing the breakout.
1 Year Horizon
Hanke · Inflation Basmajian · Housing Roberts · AI Roberts · ANTW
Parets · Lbr.jo Snider · Growth Snider · LABOR Hanke · DXY Bilello · AAPL Bilello · NVDA Bilello · AI Hanke · AI
Shannon · BTC
Steno Larsen · AI McCullough · AI Timmer · AI McCullough · DXY DiMartino Booth · LABOR
Dale · AI Steno Larsen · SMH
Gromen · LABOR
Schiff · Inflation Hanke · Fiscal & Treasury Steno Larsen · ANTWDaily 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
DiMartino Booth · Housing A Fed rate hike could bring sellers back to market, thaw housing supply, and allow affordability to begin returning for first-time homebuyers.
Keller · META $META is showing technical warning signs, tempering the renewed focus on AI ahead of a major earnings week.
Keller · TSLA $TSLA has broken out technically, creating a bullish near-term setup as the broader AI trade returns to focus.
Roberts · TLT Treasury yields face upward pressure as rising oil prices lift inflation expectations, leaving long-bond prices vulnerable to decline.
Roberts · SPY Equity valuations face pressure from higher rates and inflation concerns when renewed geopolitical tensions lift oil prices and Treasury yields.
Roberts · USO Oil prices face upside pressure from renewed geopolitical tensions involving Iran, raising inflation expectations and pushing Treasury yields higher.
Basmajian · Housing Completed new-home supply stands at just two months versus 5.8 months in early 2009, indicating tighter available housing inventory despite 8.5 months overall supply.
Kochuba · CRWV $CRWV downside remains underpriced despite an 11.7% weekly drop, leaving the stock vulnerable if credit conditions continue to deteriorate.
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.