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.
Oil faces near-term upside pressure as the Strait of Hormuz remains dangerous and functionally closed following a strike on a cargo ship.
Steve Hanke BULLISH
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
Oil faces near-term upside pressure as the Strait of Hormuz remains dangerous and functionally closed following a strike on a cargo ship.
Financials options positioning points to further upside potential as big-bank earnings begin Tuesday, creating a near-term positive setup for the sector.
S&P 500 breadth has reached its weakest relative level since November 2002 as a handful of mega-cap stocks continue to dominate the cap-weighted index.
Bearish
AI investment requirements have expanded to roughly $3 trillion while actual revenue has risen only a little over $100 billion, exposing a widening gap between expectations and reality.
Recession risk remains limited because the economy is far less energy-sensitive than in prior cycles, requiring much higher energy prices to trigger a downturn.
Demand for long-dated Treasuries is inadequate, creating sustained pressure on long-bond prices rather than validating assurances that demand remains sufficient.
1 Week Horizon
Hanke · USO Kochuba · XLF Kochuba · ORCL
Snider · SHY Snider · Inflation
Wang · USO
Reznicek · SPY Reznicek · QQQ Reznicek · Positioning & Vol Reznicek · MA Reznicek · V
Ciovacco · Positioning & Vol Ciovacco · HYG Ciovacco · SPY Ciovacco · XLK
Parets · SPY
Keller · Positioning & Vol
Shannon · QQQ Shannon · XLK Shannon · ALAB Shannon · MU Shannon · XLF Shannon · SPY
McCullough · NET Oil faces near-term upside pressure as the Strait of Hormuz remains dangerous and functionally closed following a strike on a cargo ship.
Financials options positioning points to further upside potential as big-bank earnings begin Tuesday, creating a near-term positive setup for the sector.
$ORCL options positioning signals a cautious near-term outlook despite a director’s $3.5 million insider purchase, completed near $139.
1 Month Horizon
Hanke · Tariffs & Geopolitics Bilello · AI Bilello · HYG Hanke · Inflation Snider · DXY Snider · LABOR Snider · Tariffs & Geopolitics Snider · HYG Wang · TLT Wang · SPY Wang · Tariffs & Geopolitics Parets · MAGS Reznicek · GLD Hanke · Housing Hanke · SPY Keller · CRWD Keller · SPY Shannon · BTC Shannon · TLT Shannon · IWM Shannon · MAGS Shannon · NVDA Elliott · USO Elliott · AI1 Year Horizon
Bilello · Positioning & Vol
Schiff · Fiscal & Treasury Elliott · AI Steno Larsen · Recession Risk Bilello · TLT Schiff · Growth Parets · XLE Hanke · Fiscal & Treasury Snider · Recession Risk Snider · Growth Snider · AI Schiff · Tariffs & Geopolitics Hanke · GLD Gromen · TLT Wang · Fed Policy Wang · AI Parets · PLTR Parets · USO Hanke · AI
Timmer · SPY Timmer · Liquidity
Dale · SPY
Karsan · SIRI Shannon · NKEDaily 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
Wang · USO Oil prices have stabilized around $100, though Middle East developments and presidential threats continue to drive substantial short-term noise.
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.