Richard Ozenbaugh

[Richard Ozenbaugh @TheOzenbaugh]

I haven't trusted polls since they told us "4 out of 5 dentists surveyed recommend sugarless gum for their patients who chew gum."

[Richard Ozenbaugh @TheOzenbaugh]

@JKeynesAlpha Balanced and clear-headed post and about where I am as well.

[Richard Ozenbaugh @TheOzenbaugh]

@mark_dow I miss living in "precedented times".

[Richard Ozenbaugh @TheOzenbaugh]

@JKeynesAlpha I think many folks are valuing QS as a public company, but it's still behaving like a late-stage PE investment. Phase 1 was the science. Phase 2 is industrial execution. They're de-risking with partners, but public investors only see a fraction of the story - No NDA's.

[Richard Ozenbaugh @TheOzenbaugh]

@JKeynesAlpha During the cold winters as a $QS long, I amuse myself with what I call the brachiosaurus trading pattern. (daily compressed chart) - I've been DCA on this for a few years now. Every dollar I put into this; I offset with stable buys elsewhere. GLTY!

[Richard Ozenbaugh @TheOzenbaugh]

@LizAnnSonders Would you ever envision a lucky 13 😀

[Richard Ozenbaugh @TheOzenbaugh]

@chan2pa Spot on -- Same watchlist here.

[Richard Ozenbaugh @TheOzenbaugh]

Sorry @QuickBooks, after being my accounting platform of choice for nearly 20 years, I'm going to phase you out. This is largely due to the updates to payroll automatic withdrawals for payroll tax.

[Richard Ozenbaugh @TheOzenbaugh]

@JKeynesAlpha Totally agree!

[Richard Ozenbaugh @TheOzenbaugh]

@IvanTheK We have the best straights anywhere, they are unbelievable, never seen anything like them.

[Richard Ozenbaugh @TheOzenbaugh]

@DiMartinoBooth @nerdyJohnConnor You haven't lived unless you sat patiently for the radio DJ to play your requested song, only to have him start it and talk all the way through the intro and right up to the vocal part. And years later, when you hear that song, you hear the DJ in your head about some swapmeet.

[Richard Ozenbaugh @TheOzenbaugh]

@TimDuy Yep, the tariffs may no longer be universal, but they are still galacticly stupid.

[Richard Ozenbaugh @TheOzenbaugh]

@AlanStern I consider the close-up views of Pluto to be among the most transformative images of my life. I remember when Pluto was nothing more than a “dot in the sky,” and then to see its surface texture and color, is astonishing. We will never again not know what Pluto looks like.

[Richard Ozenbaugh @TheOzenbaugh]

@ssankar Agreed! It's like a knowledge work backhoe. You can offset a team of guys with shovels, or you can dig up cable.

[Richard Ozenbaugh @TheOzenbaugh]

@IvanTheK In context of my earlier reply, Timing arbitrage is the gaming: capital holders choose when to realize gains. Employees with NSOs/RSUs are forced into one-time ordinary income spikes at liquidity. Same economics, wildly different tax outcomes.

[Richard Ozenbaugh @TheOzenbaugh]

@JKeynesAlpha Agreed

[Richard Ozenbaugh @TheOzenbaugh]

@BehavioralMacro I personally feel that the "invisible thumb" was on the scale here as well.

[Richard Ozenbaugh @TheOzenbaugh]

@smerconish Interesting that folks assume a "no" vote here means that people want the drugs to make their way to the US. 🤦‍♂️

[Richard Ozenbaugh @TheOzenbaugh]

@TheStalwart Phase II of flooding the zone.

[Richard Ozenbaugh @TheOzenbaugh]

@smerconish I have to agree, unfortunately. Women make up 50.9%of the US population and 53% of voters, but only 30% of elected officials on average.

Simply put, we need more women in politics.