OCtoSV's latest activity

All Chinese nationals should be deported and have their property confiscated - just like FDR did to Japanese Americans in WW2. At least...

Thank you…I have been doing this for almost 40 years and just don’t stress about it any more…been through much worse in the past and...

But also big boy stress. I hope you live longer than the average money mgr.

Many Chinese nationals at USC when I was there were children of “high party officials” , told to me by a Chinese national whose parents...

Unless they’re at the top of their class in IUSD they’ll be lucky to get into Cal St Fullerton if they have an Asian last name.

I would argue cash buyers are impacted far more than individuals that actually took a mortgage. 10% drop is the full 10% if bought in cash.

Any debt affordability is at the margins in the current rate environment and if equity component of t-comp is down you notice it.

I spent 4 years co managing a $1B mfg P&L and hoped to never wrangle with ROIC and WCC again once I got back into software - you just...

Doesn't matter. You want your Return on Invested Capital (ROIC) to exceed your Weighted Average Cost of Capital (WACC) by as much as...

Isn’t Irvine mostly a cash market?

I’m sure it is amazing like so many communities across the South and Texas, but like everywhere outside CA the weather sucks for at...

When I was in SF for RSAC I wanted to take a Waymo but strangely it was priced 50% higher than Uber

Just checked inventory in Newport - $5M and under has 163 properties - that’s a lot. One close to $5M Port Streets house has been...

“Dialing down software investments .” Why? No hope of ever building a team to compete with Tesla - it’s just wasted R&D investment. It’s...

I use FSD 90% of the time and it’s 90%+ autonomous. Sometimes it will mistake a right lane exit only lane as a regular lane but...