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.
Los Angeles film and television employment could lose 4,500 jobs over three years as the Paramount-Warner Bros. merger and Skydance restructuring reduce staffing.
Danielle DiMartino Booth LOWER
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
$TSLA has broken out technically, creating a bullish near-term setup as the broader AI trade returns to focus.
US prices are rising faster than wages for the first time since 2023, reducing American workers’ real purchasing power.
$SMH should benefit over the long term as falling AI token costs drive more-than-proportional compute usage and semiconductor revenue growth.
Bearish
Los Angeles film and television employment could lose 4,500 jobs over three years as the Paramount-Warner Bros. merger and Skydance restructuring reduce staffing.
AI-related stocks represent nearly half of S&P 500 value, leaving the broader market vulnerable to a sharp AI-driven decline.
AI development leaders are cutting headcount at the fastest rates despite spending the most on AI, signaling a less constructive labor and investment backdrop.
1 Week Horizon
Keller · TSLA Keller · META Keller · GOOGL
Mancini · SPY Hanke · USO
Kochuba · Positioning & Vol
McCullough · GTLB
Sonders · XLF Sonders · XLC Sonders · XLK Sonders · XLP Sonders · XLE Sonders · XLV Sonders · Positioning & Vol Kochuba · APLD
Newton · XLK McCullough · SLV
Shannon · TXN
Roberts · Earnings
Shapiro · EWZ Shannon · BTC
Brandt · USO
El-Erian · QQQ
Schiff · BTC $TSLA has broken out technically, creating a bullish near-term setup as the broader AI trade returns to focus.
$META is showing technical warning signs, tempering the renewed focus on AI ahead of a major earnings week.
$GOOGL is showing technical warning signs, tempering the renewed focus on AI ahead of a major earnings week.
1 Month Horizon
DiMartino Booth · Housing Bilello · Inflation Bilello · Housing Roberts · TLT Roberts · SPY Roberts · USO Roberts · Inflation
Basmajian · Housing
Snider · Inflation Kochuba · CRWV DiMartino Booth · LABOR Sonders · AI Sonders · HYG
Lee · AI Hanke · Inflation Newton · SPY Snider · USO Hanke · USO McCullough · TLT Roberts · Growth
Kantrowitz · SPY Hanke · AI
Elliott · TLT Hanke · Tariffs & Geopolitics1 Year Horizon
DiMartino Booth · LABOR Hanke · AI Dale · AI
Timmer · AI Steno Larsen · SMH
Gromen · LABOR Schiff · Inflation Hanke · Fiscal & Treasury Hanke · Inflation Steno Larsen · ANTW Dale · SPY Elliott · AI Schiff · TLT Schiff · Fiscal & Treasury Basmajian · Growth Basmajian · Fiscal & Treasury Basmajian · Housing McCullough · Recession Risk Roberts · AI Roberts · TLT Kantrowitz · Positioning & Vol Kantrowitz · Earnings Kantrowitz · Growth Kantrowitz · AIDaily 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 · Growth Increasing government size and command-and-control effects are likely to reduce living standards and weigh on economic growth across developed economies.
Kantrowitz · Positioning & Vol Positioning may shift away from speculative beta toward quality, cash flow, profitability, balance-sheet strength, and earnings momentum in the next cycle phase.
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.