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We’reTexas

Certifiably Surly
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Posts posted by We’reTexas

  1. 1 hour ago, Incredulity said:

    Those dastardly capitalists trying to pump up their stock price and weasel out of leases are at it again

     

     

     

    https://ktla.com/news/california/in-n-out-location-to-close-due-to-issues-of-ongoing-crime/

     

    An In-N-Out Burger location that’s been open for 18 years has decided to close its doors for good in the coming months, citing “issues of ongoing crime.”

    Chief Operating Officer Denny Warnick released a statement regarding the closure, saying, “We have made the decision to close our In-N-Out Burger location in Oakland, California, due to ongoing issues with crime. Despite taking repeated steps to create safer conditions, our customers and associates are regularly victimized by car break-ins, property damage, theft, and armed robberies.” 

     

     


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    Surly Leftists :

    ThERe IsN’t ReALlY ShOpLiFTinG!!1!!!!1

     

    image.jpeg.eafcbe23200f239c3db57eac0b23c0ec.jpeg

    My guy East Oakland is like the hood of all hoods, why do you even care? (Oh wait…)

  2. 1 hour ago, DDD Dad said:

    Anyone have any good rec's for the South SF area?  Heading out to Cal Club for a weekend golf trip on Saturday and need a place for dinner Sunday night.  No food service on site Sunday and don't want to go all the way into the city if at all possible.

    They don’t call it the Industrial City for nothing. 

  3. 2 hours ago, Bozo_Casanova said:

    Would it go on my U4?

    Clearly, but would passengers who are members of the general public (ie don’t know what’s mnpi) who heard the tip be tipees in that case if the pilot didn’t derive or intend to derive any personal benefit? And if he didn’t tip for his own benefit, should the tippees (in this case the passengers know that he has disclosed MNPI?

    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”.

    • Haha 2
  4. 15 minutes ago, Bozo_Casanova said:

    I’m not sure it’s a public event until there’s awareness beyond the people who are a party to the contract of carriage

    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. 

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  5. 3 hours ago, Bozo_Casanova said:

    Wait this is actually a fascinating question - lawyers can you Dirks test this?  Is there a scenario where a passenger experiencing a non-fatal catastrophic malfunction and takes a position in the market on the basis of that information could be construed to have been the tippee of someone with a fiduciary responsibility,  or am I thinking of this the wrong way?

    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. 

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  6. On 1/7/2024 at 5:35 PM, SmokeyTheBear said:

    Thanks again for the recs. We had a blast and ate our way thru San Fran. Had Nari last night and it was some of the best Thai I've had. Daeho Kalbijjim was a crazy busy spot but we were able to get in and had fun meal. Lazy Bear was just incredible so I hope you were able up get tickets again. I forgot how fun San Francisco can be and look forward to going back sooner rather than later. 

    Damn, that’s an awesome weekend of eating. 

  7. 2 hours ago, Incredulity said:

    An interesting question is why are large corporations now investing in SFH when they hadn’t previously, at least in the last 50 years.

    It’s not a very interesting questionInvitation Homes explains it clearly:

    Quote

    We invest in markets that we expect will exhibit lower new supply, stronger job and household formation growth and superior NOI growth relative to the broader U.S. housing and rental market

    We have not been building enough housing. 

    1 hour ago, Captainant said:

    I think it's more of a "yes and" than the "or" as you're framing it. If they're buying up homes, then it's necessarily going to drive up prices for everyone by shrinking supply and aggravate the imbalance to further profit off of it. 

    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. 

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  8. 11 minutes ago, Captainant said:

     

    Ending up in our current state of lolwtf inflated rent and home prices is a consequence of letting homesteads be converted from family property into private equity investment vehicles. 

    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. 

  9. 34 minutes ago, CoTex said:

    Having a cruise terminal in your city pretty much screws up the culture.

    New Orleans is special, but waiting in long line at cafe du monde, and having long line stare at you while you eat, just makes it feel a little cafeteria-ish.

    Get in the herd, stand in line, get your little taste of _________, and then get on/off the ship.  Oh, and don't forget your Marriott points - you can use those to buy a Big Captain platter at Bubba Gump Shrimp Co. next time you travel with us.

     

    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). 

  10. 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. 

  11. 3 hours ago, BehoId, The Underminer! said:

    i don't even know what the accusation is.  vanguard is a monopoly somehow?  seems analogous to saying roads are a monopoly in dominating the ways we get to places in our cars.

    If he ever finds out about ISS and Glass Lewis his head may explode. 

  12. 21 minutes ago, HenryJames said:

    Yeah those are flawed wines.

    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. 

  13. 1 hour ago, Biff Tannen said:

    Yep. The atmosphere was fine. The wine was bad. 

    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. 

  14. 23 minutes ago, SmokeyTheBear said:

    I'm really excited. Only been to one other 2 star, minibar in DC. Was a great experience but glad to hear this should be a bit more casual. The concept sounds cool though I'm more a cocktail person rather than a wine person. I'll see if I can get her to go to the bar ahead but she ended up getting us the post dinner dessert wine tasting as well, so we'll see. 

    They’ve got an absurd vintage spirits collection. IMG_4839.thumb.jpeg.bffeac0b9d0abfa9059587264785b512.jpeg

    IMG_4847.thumb.jpeg.3775206f85f7397e3f3055959ae84966.jpeg

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    • Drool 2
  15. 42 minutes ago, SmokeyTheBear said:

    Wife ended up getting us tickets to Lazy Bear for a nice dinner. Ever been there? 

    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.

  16. 1 hour ago, SmokeyTheBear said:

    We're staying at Hotel Enso but will always seek out a solid Thai place. Really appreciate the recs and info. My sis-in-law just moved to the city so not sure our itinerary, but definitely wanted some options right around the hotel in my back pocket. 

    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. 

    • Hook 'Em 1
  17. 1 hour ago, SmokeyTheBear said:

    Will be in San Fran in a couple weeks with the family and staying in the Japan Town district. Any general recs for that area or walkable? 

    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. 

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