Thanks for the mention. I wouldn’t be surprised if certain areas do well in this process, but I don’t see it as the overall case.
Didn’t silicone valley have a sharp downturn?
I don't know. All I know is that the economy in Silicon Valley is strong, companies are doing well now and there are want-ads for workers everywhere. There is a lot of building going on from SF down to SJ, cranes are in evidence building everywhere. In my town of SSF there are many large-scale projects being worked on, including a new rail station with surrounding hotels and residential towers, and a new marina. The downtown business district has gone upscale with multiple new restaurants and stores. Changes happening all around here, more than I've seen in decades.