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.
EU debt could reach €1 trillion by the end of 2027 as continued Ukraine aid and the NATO-Ukraine war strain European public finances.
Steve Hanke 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
EU debt could reach €1 trillion by the end of 2027 as continued Ukraine aid and the NATO-Ukraine war strain European public finances.
US GDP growth reached 3.4% in the third quarter, marking the strongest annual high in quarterly growth over the past year.
Bitcoin’s four-year cycle has begun, signaling the start of a constructive long-term phase rather than a short-term trading call.
$AMZN June and July lows could provide support after the post-market gap-down, allowing a recovery attempt into November despite difficult mid-month trading.
Bearish
S&P 500 valuations are not yet in bubble territory, but rising rates could prove damaging unless offset by growing earnings and resilient margins and credit spreads.
Crypto is getting crushed in near-term trading, signaling continued downside pressure across Bitcoin and the broader digital-asset complex.
$GOOGL faces a structural threat to its biggest business as AI potentially disrupts Google’s core search-driven revenue model.
1 Week Horizon
El-Erian · Growth
Keller · AI Kochuba · BTC Newton · AMZN Kochuba · IBIT Kochuba · INTC
Shannon · GOOGL
Mancini · SPY Keller · GOOGL
Lee · BTC McCullough · Positioning & Vol Keller · SMH Kochuba · GOOGL Keller · GLD Keller · Positioning & Vol Lee · BMNP Kochuba · AMZN McCullough · CBRL McCullough · JAKK McCullough · MSFT McCullough · GOOGL McCullough · NBIS McCullough · DXY McCullough · SLV1 Month Horizon
Kochuba · MSTR
Steno Larsen · AI Hanke · Growth
Bilello · LABOR McCullough · AM
Dale · AI Bilello · MSFT
Boockvar · Fed Policy Boockvar · AI
Roberts · Fed Policy Roberts · Inflation Roberts · LABOR Bilello · GOOGL Hanke · Inflation
Elliott · Growth
Gromen · LABOR
DiMartino Booth · LABOR
Sonders · Inflation Sonders · Growth
Parets · Positioning & Vol
Woo · USO Timmer · Fed Policy McCullough · MSFT Gromen · TLT $MSTR could be the first to fall to zero versus a neocloud, framing an exceptionally bearish downside comparison.
1 Year Horizon
Hanke · Fiscal & Treasury Timmer · SPY Shapiro · BTC Hanke · Housing Timmer · Earnings McCullough · GOOGL Hanke · TLT Hanke · Inflation Bilello · GOOGL
Schiff · GLD Schiff · Fed Policy Schiff · SLV Schiff · Inflation DiMartino Booth · LABOR
Snider · HYG Elliott · Growth Elliott · AI Hanke · AI Lee · ORBS Hanke · Growth Steno Larsen · ANTW
Green · NVDA Gromen · Tariffs & Geopolitics El-Erian · AIDaily 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
Mancini · SPY The S&P is chopping within a 7677–7803 range after reaching 7752 and 7784 targets, with 7803 remaining upside resistance and 7752/48 weak support.
Keller · SMH $SMH is part of a changing AI trade, while the broader market’s narrow range favors post-earnings setups and stock-specific selection.
Timmer · Earnings AI-related earnings may prove vulnerable if a datacenter-buildout slowdown interrupts the seemingly endless semiconductor-demand backlog and reveals circularity in earnings.
Hanke · Fiscal & Treasury The US deficit reached nearly $2 trillion in Trump's first full fiscal year, up $217 billion, or 12%, from the prior year.
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.