Second Order Tape

1/5 Oil just smashed $100+ amid Iran tensions… and Trump just dropped hints of a deal in 2–3 weeks. Everyone’s freaking out about the obvious: inflation spike. But at @SecondOrderTape we track what hits markets too late – the real second-order effects. Thread 👇 #SecondOrderTape #Macro #Oil #Stocks

Looking solid today. Care for ”good news” very volstile asset.

$BATL breakout or dead-cat bounce?

Back to the stone-age. Huge reset for Iran.

US Defense Secretary Pete Hegseth just dropped it: ‘Iran back to the stone-age.’ Markets heard: Oil → rocket fuel engaged Fed rate cuts → buried for months Defense budgets → exploding Inflation → sticky as hell Everyone sees the bombs. @SecondOrderTape sees what hits your portfolio 3-6 months later. The real second-order effects are just getting started. What’s YOUR biggest lag play here? Drop it 👇 #SecondOrderTape #Oil #Macro #Iran

@KpopFanofXinyu Yep, BATL has done some moves at bell before. Hold tight 🚀.

@SecondOrderTape There’s also a lot of entires above $6, if we can get back there be great. Fomo is kicking in. We’ll see what it does at th bell

@SecondOrderTape Recovered the golden line, good for now. 4.75 was last major support

@KpopFanofXinyu Sounds reasonable

@SecondOrderTape Last line is 4.82, moved up level. So I probably put stop loss around there

@KpopFanofXinyu Lets see ehat market brings today 💯. Everything else currently is red.

@SecondOrderTape Idk dude, I’m worried too, we rebounded nicely off the ema, buying area strong around 4.75, we actually bounced off of it

What is your price target?

@KpopFanofXinyu The real second-order question is whether this brings fresh buyers in or if it’s just short covering before the next leg down.

@SecondOrderTape Glady it did bounce of that moving average

@KobeissiLetter Follower thread 👇 instant fb.

BREAKING: China accuses the US and Israel of launching “illegal” strikes on Iran.

@sihle964188 @DeeTriumph @Still_learner @1MFollowersGuy @DegenFlanders @OGE3050 @MieWeb3 @iamtanbirr @Number1Akolade @Profbms @237dj_label @SUNNAHOFTODAY @Beautifulday98X @Crypto_winner1 @Featherboy_ @dhinostrip @MpiimaFred24550 Always 🙏

@DeeTriumph @Still_learner @SecondOrderTape @1MFollowersGuy @DegenFlanders @OGE3050 @MieWeb3 @iamtanbirr @Number1Akolade @Profbms @237dj_label @SUNNAHOFTODAY @Beautifulday98X @Crypto_winner1 @Featherboy_ @dhinostrip @MpiimaFred24550 Done Hopefully they will follow back🥹

As I promised. Connect with everyone RT and follow me 🤝 @SecondOrderTape @1MFollowersGuy @DegenFlanders @OGE3050 @MieWeb3 @iamtanbirr @Number1Akolade @Profbms @237dj_label @SUNNAHOFTODAY @Beautifulday98X @DeeTriumph @Crypto_winner1 @Featherboy_ @dhinostrip @MpiimaFred24550 @Anika_JainX @fabson98 @seanpiro5 @mohosin2126 @ibraa747 @simonn_mn @MomohBashir3 @05bettylove @ohelumeX @AdanGny @Imsamtheone @jakartabsd @DNELS2442 @BrainFactsX @Shahid_Nazeer_K @MukhtarAhm10250 @kebex30 @Nxxylee @vaibhavv097 @Usman13191 @45ye_ck221 @iamFlezyDC @KavyushT82139 @Xinyu0604

BOY OH BOY @jimcramer – you nailed the “disconnect”… but you’re staring at the wrong side of the tape! KKR raising $23B easy isn’t proof private credit is “great” — it’s proof every desperate pension, endowment and allocator is in full YIELD CHASE PANIC MODE in a higher-for-longer world. Second-order reality check incoming: When the covenant-lite garbage starts defaulting and those illiquid “marks” get marked to market with a vengeance… that oversubscription turns into a liquidity bloodbath. The firms aren’t “ill-advised” on storytelling. They’re just smart enough NOT to tweet the part where LPs get absolutely cooked later. Who else sees the real lag coming? 👇 #SecondOrderTape #PrivateCredit

If private credit is so horrendous how was KKR over-subscribed so easily on its $20b fund ($23b raised). Some kind of disconnect here.. Boy are these firms ill-advised in how to tell their story.

@Polymarket Rookie numbers after 1 year forward.

JUST IN: Grokipedia achieved more than 4.6 million visits & 420,000 backlinks last month.

@jimcramer Be a bearish please.

now Microsoft is pushing me to Bing first thing. Really? How to send your stock lower in one easy lesson...l

Any kid analyst opinion?

@KobeissiLetter $BATL is my hedge against equities. Dyor.

BREAKING: US oil prices surge above $108/barrel, now up +25% over the last week. That’s nearly +$10/barrel since President Trump’s “address to the nation” last night.

@jimcramer Im going to reverse cramer in everything. If you eat meat i eat carrots.

Earlier during the war i discussed a strategy I feared the president would advocate to get to the peace table. I ultimately alluded to a Curtis LeMay reference that I did not want things to escalate to. As of last night we are there. No need to discuss further

@jimcramer Your opinion about $BATL

Oil up 87% for the year... will be hard to contain this decline now that the president gave us a mind-boggling misdirection play.. Remember we don't have any instances of oil being up 100% and the market NOT being down 20%. So here we go again...

@lionwithinX @Still_learner @1MFollowersGuy @DegenFlanders @OGE3050 @MieWeb3 @iamtanbirr @Number1Akolade @Profbms @237dj_label @SUNNAHOFTODAY @Beautifulday98X @DeeTriumph @Crypto_winner1 @Featherboy_ @dhinostrip @MpiimaFred24550 Fb

@Still_learner @SecondOrderTape @1MFollowersGuy @DegenFlanders @OGE3050 @MieWeb3 @iamtanbirr @Number1Akolade @Profbms @237dj_label @SUNNAHOFTODAY @Beautifulday98X @DeeTriumph @Crypto_winner1 @Featherboy_ @dhinostrip @MpiimaFred24550 Help me bro