[enron_by_the_sea]

Probably needs 20 gallons to go a mile?

[enron_by_the_sea]

Has anyone used Evaporative coolers ( swamp coolers?) in San Diego? Our new place does not have AC. Should I consider it? San Diego should be pretty dry for it to work.

[enron_by_the_sea]

Congratulations UCGal !!!

[enron_by_the_sea]

[quote=scaredyclassic]

you will die of asphyxiation.

http://www.cnn.com/2014/06/19/opinion/waldman-cheney-iraq/index.html?hpt=hp_t2

exhibit 1. dick cheney blaming the fucked up situation in iraq on obama. look i ahve been dutifully praying the the dark Lord Satan every night for dick cheney to die some miserable horrible death, quickly, swiftly, adn to rot in hell for all eternity, but what does he gt? an oped page in the ny times …hilarious! the key is to be utterly shameless, utterly nonconservative, just completely batshit crazy, and the system will reward you. anyone else must be punished.

die dick cheney. please satan, have him suffer a stroke and be trapped consciously for years in his body.[/quote]

I think Dick Cheney’s opinions on Iraq are very useful!

We should listen to what he says and recommends … then do exactly opposite of that!

[enron_by_the_sea]

Just checked:

401K – 3.23% (almost all stock, passively managed) YTD

Actively managed stock portfolio – 8.96% YTD (approximate calculation by morningstar )

[enron_by_the_sea]

More Californians voting in Texas. It’s a good thing.

[enron_by_the_sea]

[quote=kev374][quote=Jazzman]Currency risk is one the biggest investment risks you can take IMO.[/quote]

but isn’t remaining in the dollar a currency risk in and of itself?? The rupee has already fallen a huge amount in the past couple of years, but the dollar has still done somewhat ok but in the face of huge upcoming challenges facing the country (that everyone seems to summarily dismiss) how is the currency going to fare?

Our current debt is $17 trillion and rising, entitlement spending is set to rise due to an aging population, $1 trillion education bubble is set to pop, healthcare spending set to rise due to increased socialized healthcare, rising costs and a population getting sicker by the day as we focus on treatment rather than prevention… does not look good to me.[/quote]

If you check out India’s deficits and debts as percentage of GDP ( esp. after adding off-the-book subsidies, state deficits etc.) you will find that the picture is not terribly different over there either.

[enron_by_the_sea]

[quote=AN][quote=spdrun]Call me weird, but strictly as a phone and communication device, my late 2011-era Blackberry kicks 95% of the devices I’ve seen made by the big four up and down the block….[/quote]Haha, you’re weird. Talk about comparing apples and oranges…[/quote]

More like comparing apples and blackberries

[enron_by_the_sea]

[quote=flu][quote=SK in CV][quote=flu][quote=The-Shoveler]Maybe its just a coincidence but I noticed the SD home price and qcom stock chart look similar LOL.[/quote]

I think Marvel (MRVL) is a better buy frankly at these prices. Well it was, at least right after those patent lawsuits from CMU when it was around $11/share…

Looks like KKR looking to take a 5% stake in the company recently.

They also crushed Q4 earnings estimates yesterday..

But what do I know…[/quote]

Funny you mention that. I looked long and hard at earnings play on MRVL. Just couldn’t find any juice in it, to either side. Surprisingly low vol. Even with the big beat, didn’t crash through a single standard deviation.[/quote]

Bump… It’s up…. Not a lot.. But close to 52 week high :)[/quote]

yeah!

Begin bragging
{
I bought mine at 7.85
}
End bragging

[enron_by_the_sea]

– you get k-1 with MLPs. Depending on nature of their business, it can be some times mind numbing experience
– hopefully you don’t have them in IRA. There is a rule (UBTI) that comes into play if you do.
– the price of units depends on distribution and distribution growth. Few years back, it was super easy to buy MLP with 8%+ distribution that grew over time. Now not so easy! A quick glance at the prospectus suggests that this will start at 3% ish region. So where it goes from here is entirely depends on what the growth plans are and how greedy the general parter (Valero, who gets paid first) is. I am too lazy to check it out.

– the quality of business matters too. I think pipeline MLPs are best. However recently there has been an explosion oh junk businesses posing as MLPs. The market is simply too hot.

If I were in your shoes, I would sell it but probably not on jan 1st. Maybe see how high the market takes it… Your k-1 for 2013 and 2014 is coming no matter what!

[enron_by_the_sea]

[quote=AN]http://priceonomics.com/the-san-francisco-rent-explosion/

This puts ALL of San Diego to shame. Nearly $8000 for a 3 bedroom in SOMA, wow. I will never understand.[/quote]

The first comment on that blog:

[quote]These rents seem very reasonable compared to London….
[/quote]

[enron_by_the_sea]

[quote=Essbee]

Actually, it is both north AND south of Poway Rd. http://www.zipmap.net/California/San_Diego_County/Z_Sabre_Springs.htm

:)[/quote]

Very interesting. If this map is true, boundry between sabre springs & Miramar Ranch N. is Scripps poway pkway. That means that a few streets south of the canyon & north of Scripps-poway pkwy (e.g. ivy hill Dr., Village Ridge Rd. etc.) belong to Sabre springs.

I bet most residents on those streets think that they live in “Scripps Ranch”! (And a huge majority living in Miramar Ranch N. probably does not know what Miramar Ranch N. is!)

[enron_by_the_sea]

Sorrento valley wants to merge with Torrey hills.

[enron_by_the_sea]

Lein appears more innocent than George Zimmerman.

But seriously, if this guy had used a gun instead of a car, he would have a huge number of supporters & media supporting him in no time.

[enron_by_the_sea]

[quote=no_such_reality]So Obama extends the employer mandate by a year unilaterally and that’s fine.

The Republicans ask for it on the individual mandate and that’s extortion.

Hypocrits.[/quote]

Here is an example of real hypocricy

http://www.businessinsider.com/government-shutdown-obamacare-subsidies-boehner-exempt-2013-10

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