Recent content by OCtoSV

  1. O

    Retail Openings and Closures

    Probably because it sucked - haven’t been to one since the early 90s when I lived in Hermosa - it was at the corner of my street and PCH yet I only went once the whole time I lived there because it was so bad and there were much better options for pizza
  2. O

    How low can we go? 30 yr fixed at 3.75% with no fees...

    So let’s say that’s Irvine. What about Newport - is the white family dying to get into the Port Streets really going to take out a $3M mortgage?
  3. O

    How low can we go? 30 yr fixed at 3.75% with no fees...

    Do rates matter for $2M+ market ? Don’t people limit mortgages to $750K for interest deductibility?
  4. O

    President Trump

    Did anyone notice the crowd’s reaction in Nebraska? They went wild. Bashing CA and especially LA is a tried and true MAGA voter turnout mechanism.
  5. O

    Oil

    We’ve been here before - Germany and Japan. We killed millions via air power to bludgeon them into submission. Imperial Japan in terms of radicalization makes Iran look like a piker. The only real cost to America are dead US soldiers, loss of fear of the American military and the end of the...
  6. O

    Oil

    This has been reported in the WSJ as well - Trump as CIC has directed the destruction of the entire Iranian military and air defenses, with a call option on their entire oil export infrastructure which can be completely destroyed with air power. Their economic pain is now existential with...
  7. O

    University of Georgia - Athens, GA

    the transformation was led by President Steven Sample and focused on the engineering school, bringing in talented foreign students and lots of merit based aid to attract domestic stars away from Stanford/Ivies. Fast forward 30 yrs and USC Viterbi is #1 in hiring for AWS and Google. Viterbi...
  8. O

    ICE or EV?

    Toyota is the highest margin automaker and they knew going all in on EVs was unprofitable given Tesla’s massive head start in software and batteries. Their hybrid system is by far the most reliable and now they can match EV production to demand - profitably.
  9. O

    Mover recommendation

    I had really good success with AMS Bekins for our last move down from San Jose
  10. O

    How low can we go? 30 yr fixed at 3.75% with no fees...

    That would be a dumb purchase as a rental. And that house could fetch much higher rent.
  11. O

    How low can we go? 30 yr fixed at 3.75% with no fees...

    One of my neighbors has their house up for lease and I chatted up the agent the other day in between showings. She said the rental market is going bonkers in south county as rates head up. Good times for income property owners. I saw a listing for a 2BR condo in gated Ritz Pointe for $890K that...
  12. O

    Toyota moving to Texas

    To be fair taking on debt for an expansion of a winery in Feb 2020 is the all time worst stroke of luck . The best wines are from the Santa Cruz Mountains which sadly rarely make it down here other than a few at High Times.
  13. O

    The end may be near

    The CIA/NSA have shown crypto is pretty hackable and I am positive America would welcome Xi with open arms, even set him up as the China Desk Emeritus at the Manhattan Institute. Seriously. But I doubt he makes it out alive - PLA leadership will get him.
  14. O

    The end may be near

    My hope is Jack Ma partners with their open model leaders to develop a system that eliminates the CCP. I think they could conceivably evolve into a more benevolent police state like Singapore or even a quasi techno-fascist democracy like….Taiwan or even Japan. If South Korea can set aside their...
  15. O

    The end may be near

    Tangential but I’ve also seen reports Xi was visibly ill and had to be helped out of the BRICS summit. He’s a tub of lard and will kick off soon so China is about to get cray cray.
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