Everything posted by We’reTexas
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California Getting a Jump on Black Friday Shopping
My guy East Oakland is like the hood of all hoods, why do you even care? (Oh wait…)
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What The Fuck Is Wrong With You, Kentucky?
- General San Francisco Thread
They don’t call it the Industrial City for nothing.- Beer 2024: Your mom’s January won’t be dry.
- Markets still falling like whoa
I mean, there are many law-school exam arguments you could make here, but I’m just a corporate guy and I give practical risk-based advice based on the totality of situations we see. As you seem aware, “insider trading” is not a bright-line law but a legal judgment. If a client came to me and asked “Yo, if a cabin door blows off and as we’re plummeting down 30k ft the captain barrels the aisle and whispers to me this is because of a fatal defect impacting the whole fleet and then tells me what his finance bros are thinking about FY25 earnings and preliminary thoughts on FY26 revenue and op margin guidance and I manage to get some wifi to YOLO puts and then just as the order goes through we right-size ‘Almost Famous’ style and I wake up the next morning ‘Radio on the Internet’ rich, do I have anything to worry about?”, I’d probably say that wouldn’t be worth the Enforcement Division’s time given how unique the situation is and regardless worth fighting for depending how many commas you’re worth and if your car doors now go “like this”.- Markets still falling like whoa
Try whipping your dick out on your next flight and see how that goes. I am a securities lawyer but not a litigator, and this is not legal advice. But seriously - you would be observing an event in a public space and making an inference about what happened and its significance. If something happened and the captain announced, “That was the result of a massive defect, we are making an emergency landing and the company has just grounded all 737s” then yeah you would be tipped.- Markets still falling like whoa
You aren’t receiving information from anyone, you are observing a public event and making an inference. And you aren’t misappropriating information either, so I don’t think there’s a basis under either theory. But if you were an Alaskan employee who had real-time knowledge of the incident and shorted the stock before it made the news, yeah you’d probably be fucked.- Keith Lee (Tiktok restaurant tour) - Houston
My guy came to S.F. and Oakland and noped right out.- Bill Ackman
- General San Francisco Thread
Damn, that’s an awesome weekend of eating.- All Encompassing Mortgage and Real Estate Thread
It’s not a very interesting question: Invitation Homes explains it clearly: We have not been building enough housing. There certainly is some nuance here. Institutional investors own a negligible (like less than 1%) of SFHs in the US, but have heavily targeted areas where housing affordability is most strained - growing middle class communities, as the INVH prospectus explains quite bluntly. Would prohibiting such institutional investment be a net positive in those areas, or in general? I am inclined to think so, sure, why not. Would it have a material impact on housing affordability? No, not really. And I press this point because “Blackrock” has become a bogeyman in the housing wars, a convenient scapegoat for both progressives and conservatives to divert blame from the actual culprits: themselves. It’s NIMBYism all the way down.- All Encompassing Mortgage and Real Estate Thread
No, it’s a consequence of fifty years of NIMBYist housing policies obstruction. Institutional investment getting into single family housing is a sympton of the supply-demand imbalance, not the cause.- New Orleans Food and Drink Thread
The hell? You went to the epicenter of tourism, what did you expect? There is an entire city outside of the FQ. (There’s also a Cafe du Monde in City Park with no tourists).- New Orleans Food and Drink Thread
We usually stay at least a week to visit family and friends. During the WFH era we had a few multi-month stays. Woof. I try to get to the gym every day during the party visits. Uptown Fitness is a nice little gym off Prytania and Lyon, and Ochsner has an awesome facility in Shell Plaza. Both have $10 day passes.- Markets still falling like whoa
If he ever finds out about ISS and Glass Lewis his head may explode.- Official Sugar Bowl road trip thread
About 40 minutes longer usually. At least breaks even if there’s BR traffic (like right now).- Wine
Well, volatile acids are a natural part of wine; they are considered flaws past certain levels. Same with Brett. But there’s a big part of the zero-zero crowd that celebrates this (that NOLA bar included). That’s fine and all - I like me some Matassa and Partida Creus - but it seems to be a waning trend. All the new California cool kids aren’t nearly as into the natty thing.- Wine
Yeah they are on the natty end of the spectrum. I think the whole glou glou thing will blow over, so to speak, and frankly already kind of has. There’s a time and a place but I’m generally not a fan of mouse and VA.- Wine
- Wine
21 was a great year for Lapierre imo. Where is this?- General San Francisco Thread
- General San Francisco Thread
Oh hell yeah, that’s awesome! I’m not going to act like I’m a regular of the 2+ star Michelin scene, but I’ve been able to go twice and it’s my favorite special occasion experience. Excellence without the austere formality you typically get in that range. Are they back to the dinner party format? We last went in 2021 when you could have your own table, which was nice. For pre/post dinner drinks, Beehive nearby is good, as is Shotwell for a dive bar. If you want to go all out, what is basically Lazy Bear’s bar, True Laurel, is a few blocks away. My favorite bar in the city. edit: fuck it, now trying to get tickets next month for our anniversary.- General San Francisco Thread
Ah gotcha, just head over to Fillmore for whatever you need then. I will say that Mattina is a new spot right down the block from Enso that’s great for coffee and breakfast, have been hitting it up frequently lately.- General San Francisco Thread
Are you staying at the Hotel Kabuki? Nari, the Thai restaurant there, is one of my favorite places in the city. Daeho Kalbijjim is an awesome Korean BBQ spot across the street, be prepared for a long wait though. You can also walk around the Japan Center Mall and square, tons of great tiny sushi stalls - my favorites are Oma and Sasa. The area is walkable but I don’t find it particular enjoyable. The area between Geary and Fulton can be quite sketchy. You’re right off the Fillmore and Divis districts though, and there are tons of places. The Progress (American), Anchovy Bar (Seafood) and Copra (Southern Indian) and right next to Japantown, as well as Boom Boom Room for late night music. LMK if you need any rec for anything in particular.- New Orleans Food and Drink Thread
There’s a fine establishment on Iberville between Felix’s and 21st Amendment with plenty of plush leather seating. - General San Francisco Thread
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