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.
Inflation is running well above 2%, with an October electricity bill 24% higher year over year and household bills broadly rising.
Peter Schiff HIGHER
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 is running well above 2%, with an October electricity bill 24% higher year over year and household bills broadly rising.
US decoupling from China would require Fed monetization of federal debt, as Treasury and broader Western bond markets otherwise face destabilizing disruption.
Liquidity will need to expand through money printing as the only route out, alongside rising inflation and constrained ability to spend accumulated equity.
Bearish
$ITB remains weak, with housing and homebuilder equities continuing to face unfavorable near-term market conditions rather than an improving trend.
Federal Reserve rate-hold expectations have increased through October, pointing to a less accommodative near-term policy path than markets had previously anticipated.
Artificial intelligence faces a bubble-driven overcapacity buildout, with much of the infrastructure ultimately unnecessary as revenue assumptions fail to justify investment.
1 Week Horizon
McCullough · ITB
Kochuba · Positioning & Vol DiMartino Booth · Fed Policy DiMartino Booth · TLT
Mancini · SPY
Parets · GOOGL
El-Erian · TLT McCullough · Positioning & Vol
Roberts · Positioning & Vol Roberts · XLF
Hanke · USO
Steno Larsen · Positioning & Vol McCullough · AI Parets · Positioning & Vol Parets · SPY
Shapiro · Inflation Shapiro · GLD
Reznicek · QQQ Reznicek · Positioning & Vol Reznicek · Inflation Reznicek · SMH Reznicek · XLK Reznicek · USO Reznicek · SPY $ITB remains weak, with housing and homebuilder equities continuing to face unfavorable near-term market conditions rather than an improving trend.
1 Month Horizon
Schiff · Inflation DiMartino Booth · AI DiMartino Booth · Housing DiMartino Booth · Inflation Hanke · Growth Hanke · USO
Sonders · Housing McCullough · XLK Hanke · Fiscal & Treasury Hanke · Inflation McCullough · SHY McCullough · DXY McCullough · Inflation McCullough · UNG Hanke · Tariffs & Geopolitics Schiff · HYG Snider · Housing Snider · Growth Snider · LABOR Snider · Inflation
Bilello · Inflation
Bianco · HYG Bianco · Fed Policy
Elliott · AI1 Year Horizon
Gromen · Fiscal & Treasury McCullough · XLV Karsan · Liquidity DiMartino Booth · Growth Snider · AI
Brandt · USO
Basmajian · Recession Risk Roberts · AI Roberts · Earnings Schiff · GLD Schiff · Fiscal & Treasury Hanke · Fiscal & Treasury Schiff · TLT Schiff · DXY Schiff · Housing
Dale · Fed Policy Dale · Fiscal & Treasury Dale · Liquidity Dale · AI Dale · SPY Dale · Earnings Dale · Positioning & Vol
Carlson · SPY Roberts · NVDA US decoupling from China would require Fed monetization of federal debt, as Treasury and broader Western bond markets otherwise face destabilizing disruption.
$XLV remains a long-standing U.S. equity sector allocation, reinforced by a new bullish signal in a healthcare stock rather than a fresh sector call.
Daily 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
Snider · Inflation Higher gasoline, energy, and component prices are forcing consumer cutbacks, with debt-financed AI spending contributing to further price increases.
Bianco · HYG High-yield stress remains localized in Triple C issuers, while Double B and Single B spreads are barely moving and broader credit deterioration is unlikely.
McCullough · AI AI BUBBLE The Big Theme is rising in the weekly update, indicating near-term constructive momentum in the AI trade.
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.