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.
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
LatestBullish
$NVDA’s post-earnings trajectory could differ from recent buy-the-rumor, sell-the-news patterns, as cycles point to a bullish path ahead.
$NVDA carries an Alpha Code of 218207 for tomorrow morning, indicating a near-term constructive setup rather than a stated price target.
Private-credit investors are losing confidence as BDC discounts and soaring redemption requests expose valuation doubts and semi-liquid funding risks.
Bearish
US housing affordability faces mounting pressure as new home sales plunged 10.5% in one month and 6.3% from a year earlier.
Losing trades should not be averaged down or treated as opportunities for additional speculative exposure in volatile market conditions.
Corporate bond spreads are likely to widen considerably as hyperscalers tap bond markets while raising equity, creating reverse crowding-out pressure.
$NVDA’s post-earnings reaction should remain contained as volatility compresses, call skew decays, and dealers unwind hedges by selling stock.
1 Week Horizon
Hanke · USO
McCullough · NVDA
Brandt · Positioning & Vol
Mancini · SPY
Karsan · NVDA
Karsan · Positioning & Vol
Keller · GLD
Keller · CMG
McCullough · DELL
McCullough · GLD
Kochuba · Positioning & Vol
Shannon · BTC
El-Erian · Fed Policy
McCullough · HYG
Shannon · QQQ
Shannon · SPY
Roberts · TLT
Roberts · Earnings
McCullough · SHY
McCullough · USO
Kochuba · NVDA
El-Erian · Growth
McCullough · DKS
Dale · NVDA
Oil faces near-term upside pressure as the Strait of Hormuz is effectively closed, with tanker crossings dropping from 57 last year to three this year.
$NVDA carries an Alpha Code of 218207 for tomorrow morning, indicating a near-term constructive setup rather than a stated price target.
1 Month Horizon
Hanke · Housing
Newton · NVDA
Newton · DBA
Snider · Positioning & Vol
Gromen · Tariffs & Geopolitics
Brandt · Positioning & Vol
Sonders · Growth
McCullough · XLV
Gromen · DXY
Roberts · Tariffs & Geopolitics
Steno Larsen · AI
Timmer · SPY
Hanke · Inflation
El-Erian · Growth
Elliott · Growth
Reznicek · AEM
Reznicek · GLD
Reznicek · DXY
Reznicek · STDN
Sonders · Housing
McCullough · HYG
Timmer · AI
Schiff · Tariffs & Geopolitics
Snider · Inflation
US housing affordability faces mounting pressure as new home sales plunged 10.5% in one month and 6.3% from a year earlier.
$NVDA’s post-earnings trajectory could differ from recent buy-the-rumor, sell-the-news patterns, as cycles point to a bullish path ahead.
$DBA has completed a bullish coiling and cup-and-handle breakout, with grains strength expected to drive the agriculture ETF back toward record highs.
1 Year Horizon
Timmer · HYG
Timmer · Fed Policy
Timmer · TLT
McCullough · CRWD
Snider · AI
DiMartino Booth · TLT
DiMartino Booth · LABOR
Gromen · Fiscal & Treasury
Dale · GLD
Dale · DXY
Dale · AI
Dale · SPY
Dale · Growth
Dale · Tariffs & Geopolitics
Gromen · Inflation
Roberts · Growth
Roberts · Inflation
Roberts · Tariffs & Geopolitics
Hanke · BTC
Hanke · AI
El-Erian · Tariffs & Geopolitics
Steno Larsen · Growth
Ciovacco · QQQ
Schiff · DXYMoved Since Yesterday
Sonders · Housing FHFA House Price Index was largely flat in June, rising 0.0% month over month after May’s 0.3% increase.
Kochuba · Positioning & Vol 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.
Roberts · Earnings Earnings misses are being punished while stellar results are not rewarded this quarter, signaling an unfavorable market response to corporate reports.
Dale · SPY Stocks, particularly the S&P 500, should remain strong through 2026 as risk assets rise faster during the Fourth Turning, albeit with greater volatility.
Dale · AI The US-China AI race is a marketing scheme designed to channel capital into the AI ecosystem rather than a genuine national-security competition.
Roberts · Inflation 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
Words
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.
-
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.