Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips – Unchained

Market views

Bullish

BRK.B— Ram sees value emerging in Berkshire Hathaway at attractive valuation during market selloff.
MSFT— Ram is buying Microsoft as part of flight to safety into large cap tech with strong fundamentals.
META— Ram sees value in Meta at attractive forward P/E multiple during market correction.
BTC— Chris sees Bitcoin as resilient and expects it to catch up to gold narrative with good medium to long-term outlook.

Bearish

TSLA— Ram views Tesla as egregiously overpriced in current market environment.
NFLX— Ram considers Netflix still expensive despite market correction.
CAT— Ram has shorts on industrials complex which he views as a bubble, specifically naming Caterpillar.
DE— Ram views John Deere as part of industrials bubble with shorts on the sector.
SPY— Ram predicts 15% S&P correction to 6,000-6,200 level due to oil shock, inflation, and geopolitical risks.
BIOTECH— Ram observes biotech sector rolling over in current market environment.

Not investment advice.