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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 from a powerful adversary that has agency over their futures by the ability to threaten their families in China?

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 here.

All Chinese nationals should be deported and have their property confiscated - just like FDR did to Japanese Americans in WW2. At least Trump would be confining the action to actual foreign citizens and there would be no internment camps, just a one way ticket.

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 did not have such status.

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.

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 gave me PTSD

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 least half the year. It’s a pragmatic choice for families that don’t want or can’t afford to pay a premium for what CA offers.

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 sitting for close to 1 month.

“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 not just UI but actual natively software controlled elements of the car. No automaker will ever be able to put together that kind of software talent. Ever...

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 otherwise it handles everything. I drive up and back from San Jose frequently and it makes a huge difference.

Tesla is a good stock for the long term , as is Meta, for a simple reason that’s hard to comprehend for those without a deep understanding of what it takes to build high performing software teams: they both have huge teams of pretty much the highest caliber sw talent in the Valley. And Tesla has...

Growing up in Pasadena I learned the cardinal rule of Southern CA real estate: never buy anywhere near a hillside because we saw them burn from our front yard 2 miles south of Altadena every few years. Very expensive areas like Kinneloa also burned but again that neighborhood violates the...

We’re witnessing a master class in madman theory-driven negotiation leverage

San Carlos is prime mid-peninsula - killer art and wine festival every year. $3M seems like an avg price there when the avg 2 earner household brings home close to $1M/yr. Something doesn’t add up - may be a location issue.

Not as good as the jamon bellota samples at High Times Cellars this afternoon . BTW, went to the Irvine Gelson’s for sushi today and was blown away by the quality. Young Japanese female sushi chef. Tuna is akami, king salmon, blue crab for the rolls, and 10 beers in tap. Hidden gem of Irvine.

ZIRP built so many good memories