[oxfordrick]

With individual bonds you have the opportunity to do your due diligence on a specific issue, mostly I hold State of California General Obligation Bonds.

With funds you are relying on the expertise of paid managers who may have incentives and motivations different from yours.

[oxfordrick]

With individual bonds you have the opportunity to do your due diligence on a specific issue, mostly I hold State of California General Obligation Bonds.

With funds you are relying on the expertise of paid managers who may have incentives and motivations different from yours.

[oxfordrick]

With individual bonds you have the opportunity to do your due diligence on a specific issue, mostly I hold State of California General Obligation Bonds.

With funds you are relying on the expertise of paid managers who may have incentives and motivations different from yours.

[oxfordrick]

With individual bonds you have the opportunity to do your due diligence on a specific issue, mostly I hold State of California General Obligation Bonds.

With funds you are relying on the expertise of paid managers who may have incentives and motivations different from yours.

[oxfordrick]

With individual bonds you have the opportunity to do your due diligence on a specific issue, mostly I hold State of California General Obligation Bonds.

With funds you are relying on the expertise of paid managers who may have incentives and motivations different from yours.

[oxfordrick]

Current trading sentiment is that President Obama is not going to start his Presidency with a default of the largest State.

Note that at 5.25% long Cal General Obligation bonds yield 180% of comparable treasuries. That’s
pretty irrational too!

[oxfordrick]

Current trading sentiment is that President Obama is not going to start his Presidency with a default of the largest State.

Note that at 5.25% long Cal General Obligation bonds yield 180% of comparable treasuries. That’s
pretty irrational too!

[oxfordrick]

Current trading sentiment is that President Obama is not going to start his Presidency with a default of the largest State.

Note that at 5.25% long Cal General Obligation bonds yield 180% of comparable treasuries. That’s
pretty irrational too!

[oxfordrick]

Current trading sentiment is that President Obama is not going to start his Presidency with a default of the largest State.

Note that at 5.25% long Cal General Obligation bonds yield 180% of comparable treasuries. That’s
pretty irrational too!

[oxfordrick]

Current trading sentiment is that President Obama is not going to start his Presidency with a default of the largest State.

Note that at 5.25% long Cal General Obligation bonds yield 180% of comparable treasuries. That’s
pretty irrational too!

[oxfordrick]

OK the last big fire was kinda close.

I expect that the funded public improvements will be insured, to the extent that they require it, streets and curbs not gonna suffer much.

As for the houses, you’ve still got to pay your property taxes and Mello Roos taxes as I understand it, so maybe a major fire could be tough on everyone.
But burnt areas like Scripps Ranch and Del Sur are always rebuilt fairly quickly.

My area of greatest concern is that the deeloped parcels may not be built out timely. In this instance it seems to me as though either Black Mountain Ranch llc must pony up or the remaining homeowners must pay for the shortfall, which doesn’t seem fair.

Anyone know how fast the southern end of Del Sur is building up?

[oxfordrick]

OK the last big fire was kinda close.

I expect that the funded public improvements will be insured, to the extent that they require it, streets and curbs not gonna suffer much.

As for the houses, you’ve still got to pay your property taxes and Mello Roos taxes as I understand it, so maybe a major fire could be tough on everyone.
But burnt areas like Scripps Ranch and Del Sur are always rebuilt fairly quickly.

My area of greatest concern is that the deeloped parcels may not be built out timely. In this instance it seems to me as though either Black Mountain Ranch llc must pony up or the remaining homeowners must pay for the shortfall, which doesn’t seem fair.

Anyone know how fast the southern end of Del Sur is building up?

[oxfordrick]

OK the last big fire was kinda close.

I expect that the funded public improvements will be insured, to the extent that they require it, streets and curbs not gonna suffer much.

As for the houses, you’ve still got to pay your property taxes and Mello Roos taxes as I understand it, so maybe a major fire could be tough on everyone.
But burnt areas like Scripps Ranch and Del Sur are always rebuilt fairly quickly.

My area of greatest concern is that the deeloped parcels may not be built out timely. In this instance it seems to me as though either Black Mountain Ranch llc must pony up or the remaining homeowners must pay for the shortfall, which doesn’t seem fair.

Anyone know how fast the southern end of Del Sur is building up?

[oxfordrick]

OK the last big fire was kinda close.

I expect that the funded public improvements will be insured, to the extent that they require it, streets and curbs not gonna suffer much.

As for the houses, you’ve still got to pay your property taxes and Mello Roos taxes as I understand it, so maybe a major fire could be tough on everyone.
But burnt areas like Scripps Ranch and Del Sur are always rebuilt fairly quickly.

My area of greatest concern is that the deeloped parcels may not be built out timely. In this instance it seems to me as though either Black Mountain Ranch llc must pony up or the remaining homeowners must pay for the shortfall, which doesn’t seem fair.

Anyone know how fast the southern end of Del Sur is building up?

[oxfordrick]

OK the last big fire was kinda close.

I expect that the funded public improvements will be insured, to the extent that they require it, streets and curbs not gonna suffer much.

As for the houses, you’ve still got to pay your property taxes and Mello Roos taxes as I understand it, so maybe a major fire could be tough on everyone.
But burnt areas like Scripps Ranch and Del Sur are always rebuilt fairly quickly.

My area of greatest concern is that the deeloped parcels may not be built out timely. In this instance it seems to me as though either Black Mountain Ranch llc must pony up or the remaining homeowners must pay for the shortfall, which doesn’t seem fair.

Anyone know how fast the southern end of Del Sur is building up?

[Author]

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