@kimmaicutler yeah. Illiquid private securities that are being bid up by a liquidity wave that will retrench and leave them very disapponted
-
-
Replying to @davealevine
@davealevine in the most expensive part of the housing stock while everyone else is rent-controlled or on 30 yr fixed mortgages from yrs ago1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler yeah. Especially the young ones who dropped out or what have you. Cest la vie. Way worse social issues!1 reply 0 retweets 1 like -
Replying to @davealevine
@davealevine The cos doing the most aggressive acquisition of space are ones like Uber, Apple & Stripe though.1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler fair enough. Some awesome companies will make it through the cycle.3 replies 0 retweets 0 likes -
Replying to @davealevine
@davealevine CA home prices, rents, unfortunately do not tend to crash though. They plateau.1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler yeah. We'll see this time soon enough!1 reply 0 retweets 0 likes -
Replying to @davealevine
@davealevine@kimmaicutler having seen the 2001 and 2008 crashes, we had lots of vacancies in first recession, but area bounces back.5 replies 0 retweets 2 likes -
Replying to @louisgray
@louisgray@davealevine I think our price-to-income ratios on housing reflect a 30-year structural trend w wideningpic.twitter.com/DyEqRJgcqc
1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler@davealevine agree 100%. There are many blog posts yet to be written on this. I can't buy where I live now.4 replies 0 retweets 1 like
@louisgray @davealevine It's hard to see them screaming for hours at meetings. They're somewhat protected, but it's not bulletproof.
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.