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.
Copper could soar as much as 50% from current levels by the middle of next year, reinforcing a commodity-price supercycle.
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
Copper could soar as much as 50% from current levels by the middle of next year, reinforcing a commodity-price supercycle.
Gold could rise toward $22,000 per ounce, a level framed as sufficient to balance China’s trade surplus and potentially the US trade deficit.
The S&P needs to hold 7853 support and recover 7872 to reach 7884 or higher, while a break opens 40 points lower.
Bearish
Labor market conditions are weakening, with layoffs returning to cycle lows while re-employment remains below its prior recovery pace.
Credit risk is being repriced across the global cycle, with weakest public-market borrowers already demanding nearly 11 points of extra yield as stress broadens.
Housing disinflation may already be underway as weakening rents filter into official CPI, while demographic decline creates sustained downward pressure on prices.
1 Week Horizon
Mancini · SPY Hanke · USO
Reznicek · SPCX
McCullough · Positioning & Vol Reznicek · QQQ
Kochuba · Positioning & Vol
Parets · SPY McCullough · GLD McCullough · USO McCullough · QQQ McCullough · SPY Kochuba · XLF Kochuba · ORCL Snider · Inflation Snider · SHY
Wang · USO Reznicek · Positioning & Vol Reznicek · SPY Reznicek · V Reznicek · MA
Ciovacco · Positioning & Vol Ciovacco · HYG Ciovacco · XLK Ciovacco · SPY1 Month Horizon
Basmajian · LABOR Snider · HYG
Bilello · Housing Hanke · USO
Dale · Inflation Dale · TLT
Elliott · USO Snider · TLT Hanke · Tariffs & Geopolitics Bilello · HYG Bilello · AI Hanke · Inflation Snider · DXY Snider · LABOR Snider · Tariffs & Geopolitics Wang · TLT Wang · SPY Wang · Tariffs & Geopolitics Parets · MAGS Reznicek · GLD Hanke · Housing Hanke · SPY
Keller · CRWD Keller · SPY1 Year Horizon
Hanke · CPER Gromen · GLD Gromen · Housing Roberts · Inflation Roberts · Housing
Schiff · FNMA Dale · Fed Policy
Kantrowitz · Earnings Roberts · Positioning & Vol Hanke · Housing Snider · Growth Snider · AI Snider · LABOR Bilello · Positioning & Vol Schiff · Fiscal & Treasury Elliott · AI
Steno Larsen · Recession Risk Bilello · TLT Schiff · Growth Parets · XLE Hanke · Fiscal & Treasury Snider · Recession Risk Schiff · Tariffs & Geopolitics Hanke · GLDDaily 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
Elliott · USO Oil market conditions look set to tighten further, leaving little prospect of near-term relief at the pump despite rhetoric around additional product supply.
Snider · AI AI investment is a debt-fueled bubble with overcapacity and speculative revenue assumptions, making a reversal increasingly damaging as exposure compounds.
Schiff · Growth The U.S. economy is experiencing the greatest economic boom in world history, despite weak approval ratings among independents.
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.