Recent content by OCtoSV

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...

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...

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.

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

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

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...

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.

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.

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...

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.

Except if it’s harder to get the cash out? I saw a claim i. a Substack article HK and Singapore based private bankers are being questioned at the border.

that will impact entry level in Silicon Valley for sure - lots of $300-500K dual income H1B with spouse working visa households there suddenly taken out of the buyer pool.

It will be interesting to assess the impact 1 year from now of these newly implemented foreign travel restrictions on Irvine RE, but if true the founder of Huawei fleeing by boat could be the canary in the coal mine https://www.huaweicentral.com/rumor-huawei-founder-ren-zhengfei-fled-china/amp/

Russian supply taken offline is the key element impacting refined product inflation. Did you know Massachusetts gets their heating oil from Russia?

Russia accounted or 1 in 9 export barrels of diesel. Ukraine’s drone strikes on their refineries forced Russia to halt exports so yes.