OCtoSV's latest activity

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    FDR put American citizens in internment camps. Chinese nationals are NOT American citizens - they are citizens of the PRC. Yet FDR gets...
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    Only a Chinese national would say that. We are absolutely at war with China and it’s time to hit them where the pain is personal -...
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    FDR did it to Japanese Americans in a time of war and he’s lionized in history - why can’t Trump do this to actual foreign nationals...
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    It will crash Irvine, Arcadia, San Marino, Palo Alto and much of SiValley, but not South OC as it’s virtually all white homeowners down...
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    All Chinese nationals should be deported and have their property confiscated - just like FDR did to Japanese Americans in WW2. At least...
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    OCtoSV reacted to morekaos's post in the thread Stock picks with Like Like.
    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...
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    OCtoSV replied to the thread Stock picks .
    But also big boy stress. I hope you live longer than the average money mgr.
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    OCtoSV replied to the thread Presidential Elections.
    Many Chinese nationals at USC when I was there were children of “high party officials” , told to me by a Chinese national whose parents...
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    OCtoSV replied to the thread The IUSD education.
    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.
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    OCtoSV reacted to sleepy5136's post in the thread Housing Analysis with Like Like.
    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.
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    OCtoSV replied to the thread Housing Analysis .
    Any debt affordability is at the margins in the current rate environment and if equity component of t-comp is down you notice it.
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    OCtoSV replied to the thread Housing Analysis .
    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...
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    OCtoSV reacted to Liar Loan's post in the thread Housing Analysis with Like Like.
    Doesn't matter. You want your Return on Invested Capital (ROIC) to exceed your Weighted Average Cost of Capital (WACC) by as much as...
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    OCtoSV replied to the thread Housing Analysis .
    Isn’t Irvine mostly a cash market?
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    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...
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