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.
Housing has remained weak for years and could face further pressure if the Fed raises rates again, though current weakness has not caused a broader downturn.
Eric Basmajian 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
Inflation will worsen over the next two years, leaving Trump and Republicans unable to avoid voter accountability for higher prices.
US stock market mania remains alive and global, indicating sustained speculative crowding and elevated risk appetite across equity markets.
Options traders are paying for protection ahead of next week’s FOMC and triple-witching OPEX, signaling elevated hedging demand and volatility concerns.
Bearish
Housing has remained weak for years and could face further pressure if the Fed raises rates again, though current weakness has not caused a broader downturn.
The labor market is unlikely to improve, with an economy-wide hiring freeze and rising consumer fears that employment conditions will deteriorate further.
US economic growth will increasingly depend on productivity gains as 25-to-64 population growth slows to 0.3% annually over the next decade.
1 Week Horizon
Snider · Fed Policy Kochuba · Positioning & Vol
Bianco · USO
Parets · SPY Hanke · USO
El-Erian · Fiscal & Treasury El-Erian · Fed Policy El-Erian · USO
Ciovacco · Fed Policy
Roberts · Positioning & Vol
Mancini · SPY
Reznicek · TLT Reznicek · SPY Reznicek · USO Reznicek · Fed Policy Snider · SHY
Shannon · SPY Shannon · TLT Shannon · MRNA Shannon · IWM Shannon · QQQ Shannon · META Shannon · NFLX
McCullough · TLT The Federal Reserve will hike rates next week despite consumer and labor-survey evidence indicating that the US economy is already in poor condition.
1 Month Horizon
Basmajian · AI Basmajian · Growth Snider · Growth Hanke · Positioning & Vol
DiMartino Booth · Inflation Bilello · Fed Policy El-Erian · Fiscal & Treasury Hanke · USO
Lee · Fed Policy
Wang · USO Wang · Tariffs & Geopolitics Wang · TLT Hanke · TLT Roberts · TLT Parets · XLP Parets · SPY Bianco · Fiscal & Treasury Bianco · Fed Policy Bianco · Liquidity Hanke · Inflation Snider · Inflation Snider · USO Snider · TLT Schiff · Growth AI-related business equipment investment has accelerated sharply, helping offset housing weakness and supporting the cyclical economy’s turn higher after a multi-year soft patch.
1 Year Horizon
Basmajian · Housing Schiff · Inflation Snider · LABOR Snider · Recession Risk Snider · Growth Bilello · Growth Bilello · Inflation Bilello · Fiscal & Treasury Roberts · TLT
Karsan · AI Basmajian · Fed Policy Wang · Inflation Wang · Fed Policy Lee · AI Lee · XLK Lee · NVDA Roberts · SPY
Green · Positioning & Vol
Elliott · USO Basmajian · Inflation Hanke · Inflation Parets · AI Ciovacco · SPY Bianco · Fiscal & TreasuryDaily Catch-Up
Latest Video
Headge Model: What Happened Next? A Century Of Market Scenarios
The day’s talking heads, market moves, and attributed views in one short catch-up.
Watch On YouTubeMoved Since Yesterday
Hanke · USO Oil faces near-term upside pressure as the Strait of Hormuz is effectively closed, with tanker crossings falling from 31 last year to one this September 11.
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.