Second Order Tape

766 posts

Second Order Tape banner
Second Order Tape

Second Order Tape

@SecondOrderTape

Tracking trending stocks, macro catalysts, and the second-order effects most people notice too late.

Entrou em Kasım 2013
602 Seguindo789 Seguidores
Tweet fixado
Second Order Tape
Second Order Tape@SecondOrderTape·
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
English
2
0
13
576
Sheriff
Sheriff@CoinSherif·
Do you need 4k followers🫵 Drop by and say Hi 👋 💚 We’ll boost your account 🫵💪
Sheriff tweet media
English
782
70
352
8.7K
BK Sports
BK Sports@bettingkingz9·
Mark attendance if you want go gain followers ❤️
English
746
91
462
14.6K
Second Order Tape
Second Order Tape@SecondOrderTape·
Looking solid today. Care for ”good news” very volstile asset.
English
0
0
0
37
Second Order Tape
Second Order Tape@SecondOrderTape·
Back to the stone-age. Huge reset for Iran.
Second Order Tape tweet media
English
0
0
3
53
Second Order Tape
Second Order Tape@SecondOrderTape·
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
Second Order Tape tweet media
English
0
0
0
42
WYA
WYA@KpopFanofXinyu·
@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
English
2
0
0
39
WYA
WYA@KpopFanofXinyu·
@SecondOrderTape Recovered the golden line, good for now. 4.75 was last major support
WYA tweet media
English
2
0
1
97
WYA
WYA@KpopFanofXinyu·
@SecondOrderTape Last line is 4.82, moved up level. So I probably put stop loss around there
English
1
0
1
31
WYA
WYA@KpopFanofXinyu·
@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
English
1
0
1
33
Second Order Tape
Second Order Tape@SecondOrderTape·
@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.
English
3
0
0
60
WYA
WYA@KpopFanofXinyu·
@SecondOrderTape Glady it did bounce of that moving average
English
1
0
1
63
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: China accuses the US and Israel of launching “illegal” strikes on Iran.
The Kobeissi Letter tweet media
English
300
605
4.8K
229.4K
Second Order Tape
Second Order Tape@SecondOrderTape·
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
English
0
0
2
557
Jim Cramer
Jim Cramer@jimcramer·
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.
English
92
26
379
160K
Polymarket
Polymarket@Polymarket·
JUST IN: Grokipedia achieved more than 4.6 million visits & 420,000 backlinks last month.
English
94
31
515
47.7K
Jim Cramer
Jim Cramer@jimcramer·
now Microsoft is pushing me to Bing first thing. Really? How to send your stock lower in one easy lesson...l
English
129
31
595
235.5K
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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.
The Kobeissi Letter tweet media
English
284
747
3.4K
293.5K