There’s also the China Bubble. Chinese money is a big component of several sub-markets in the Bay Area, LA/OC and SD. Mountain View being a big part of that sub-market that may be aversely affected.
It really is starting to look like the financial system was able to find another bubble after the real estate bubble, and that is the China Bubble.
Was talking to someone going to China on vacation, $500 per person including airfare, hotels, buses, and all meals for 7 days.