I don’t think we make chips routers or Iphones. Those are made in China. Iphones for sure.
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Agree.
I can see inventory of houses/apartments which listed on sale growing fast on east bay in unusual pace, I think this coming winter season will be sale time, I guess those ppl who on visa taking Trump’s word seriously and in the rush (or will be soon) to sale … I’m sitting on the fence and just observing
[quote="hanera, post:43, topic:1131, full:true"]
Agree.
[/quote]
I don’t agree, bonds are going up, dollar is going up, and will go higher, base rate will be lifted … wtf you are talking about this is good for stocks and RE - that’s completely opposite!
And also do not trust any kind of news or articles or something because they will always do manipulation … like literally always… no one there is interested to make you rich and happy … they always want you to go against trend or in other words they always want you to buy on highs and sell in bottoms - do not trust media! (at least something I learned from trading)
For almost everything e.g. media says Clinton’s chance of winning is 80%, yet Trumps won.
Fundamentally no one has a clue what a Trump administration will do. Not even Trump himself. The man has zero principles (beside enriching himself and stoking his ego) and not much discipline. The only certainty is that there will be lot more volatility. Geopolitical risks will be much higher. So the certainty will be a lot of more uncertainty.
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The question is will Trump be another Nixon or a Reagan?..BTW both were vehemently hated by their opposition. …But one ended up impeached and one became a hero. …
AAPL: 0.6712
AMZN: 0.461
So both are at least quadruple the average for SPY. Yes, I’d say plenty of debt but that may not be a bad thing if it’s fixed rate.
There are some noises from the Trump team saying they want to loosen Dodd Frank. If they do that would push real estate much higher. Mortgage has been overly tight after the crash.
Hopefully they will bring back the NINJA loans? 
[quote=“manch, post:50, topic:1131”]
There are some noises from the Trump team saying they want to loosen Dodd Frank. If they do that would push real estate much higher. Mortgage has been overly tight after the crash.[/quote]
Considering current RE prices in Bay Area how that possible that ppl with low/average income can afford any mortgage in Bay Area to boost prices? Monthly mortgage payments will be insane high for those ppl for any type of mortgage. I guess if person has high income then it is not a problem to get any kind of loan nowadays and he doesn’t care about any act he can just afford it.
If they loosen/repeal Dodd/Frank we could see another R/E bubble. Yes?
I don’t think they will loosen it to such an extent to inflate another bubble. But any guess of what trump will do is just a wild guess.
Impact In Petaluma not Bay Area but close enough.
Liberals will flee from other states to california. housing will go up
Ehhhh. Doubt they can afford it. Government subsidies just aren’t large enough to help them pay the rent!
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I’ll just drop these here:
As a state, our schools are equivalent to Greece. http://www.upworthy.com/this-researcher-asked-kids-whats-wrong-with-us-schools-here-are-their-ideas?c=pop
Trump is a master negotiator you say? Let’s see. China has fired its first shot. On the bright side, if China goes to war with Apple and Boeing, you can probably pick up some cheap real estate in Bay Area and Seattle.
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National Economic Outlook - November 2016
November 10, 2016
By: Ingo Winzer
The Trump administration will probably launch a local infra-structure construction program to boost local incomes. The money to pay for this program will have to come from increasing the deficit, which will mean higher interest rates.
The combination will increase demand for homes but also the cost of buying them, and will accelerate the trend towards more renting.
Throughout most of the Rust Belt, where Donald Trump won strong support, prices for homes remain very low - partly because the local economic situation has for years been very poor. If government money is routed towards these most visible areas of economic stagnation, local home values will rise for years, as will demand for single-family rentals.
Jobs in October were up 1.6 percent from last year, the slowest rate of growth in three years. Jobs were down 1.2 percent in manufacturing, but up 1.5 percent in retail, 2.1 percent in finance, 2.7 percent in business services, and 2.6 percent in healthcare. Government jobs were up almost 1 percent, mainly at the local level.
Jobs in truck transport were up just 0.4 percent, a very negative development, and temp jobs were up 1.8 percent, also an indication of slower growth.
Overall, the economy has been growing at a slower pace during the past year, with the prospect of even lower growth in 2017 and 2018. A government construction program, even if it can't kick in for a while, will come at just the right time to reboot the economy.