U********n 发帖数: 1010 | 1 Investing around OE a look at GOOG history
Options expiration is a just another day that occurs 12 times per year. Many
people who would be called conspiracy theorists watch what is called Max
pain (tm) or maximum pain. This is a point where the most option contracts
are out of the money. If the market makers at OCC etal. where able to make
the stock finish at this point, the most contracts would expire worthless.
The more otm contracts, the less the market makers would have to absorb. I
just di... 阅读全帖 |
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c**t 发帖数: 9197 | 2 AD is flatten now. trend is getting weaker for sure. |
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h**********9 发帖数: 3252 | 3
It's not necessarily more risky to buy with mortgage. Earthquake is a big
risk no matter you have mortgage or not. If you leverage with mortgage, at
least in the first few years, if an earthquake flattens the house, you can
walk away by only losing your down payment. But if you buy with cash, all
loss is yours. |
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h*l 发帖数: 807 | 4 Release Date: August 9, 2011
For immediate release
Information received since the Federal Open Market Committee met in June
indicates that economic growth so far this year has been considerably slower
than the Committee had expected. Indicators suggest a deterioration in
overall labor market conditions in recent months, and the unemployment rate
has moved up. Household spending has flattened out, investment in
nonresidential structures is still weak, and the housing sector remains
depressed. ... 阅读全帖 |
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c*****r 发帖数: 8227 | 5 For immediate release
Information received since the Federal Open Market Committee met in June
indicates that economic growth so far this year has been considerably slower
than the Committee had expected. Indicators suggest a deterioration in
overall labor market conditions in recent months, and the unemployment rate
has moved up. Household spending has flattened out, investment in
nonresidential structures is still weak, and the housing sector remains
depressed. However, business investment ... 阅读全帖 |
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k********8 发帖数: 7948 | 6 Operation TwistThe Federal Open Market Committee known as Operation Twist (
named for the Twist dance craze of the time[1]) began in 1961 was created to
flatten the yield curve in order to promote capital inflows and strengthen
the dollar. The Fed utilized open market operations to shorten the maturity
of public debt in the open market. Although this action was marginally
successful of reducing the spread between long-term maturities and short-
term maturities, it did not continue for a sufficie... 阅读全帖 |
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p********r 发帖数: 1980 | 7 The Fed announced $400 billion in Operation Twist through the end of June 12
. The idea is that lower long-term rates might lead to more borrowing and
economic activity.
But for bankers, who are already struggling with low interest rates on loans
and tepid loan demand, the twist option could further dent already-weakened
profits. That is because lower long-term interest rates would result in
contracting net interest margins for banks—essentially, the profit margin
in the lending business—at a ti... 阅读全帖 |
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c*****r 发帖数: 8227 | 8 Again, no one summarized it better than David Rosenberg!
Enjoy:
First, the Fed once again downgraded its outlook on the economy, citing "
significant downside risks" (the word "significant" was not there on August
9th) and added "strains in global financial markets" as one of the reasons
for the more downbeat assessment.
If there hadn't been so many trial balloons being floated in recent weeks
over the prospect of an Operation Twist ("OT") style of policy easing,
perhaps the stock market would h... 阅读全帖 |
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c*********o 发帖数: 8367 | 9 Bonds Showing 60% Chance of Recession With Bernanke Behind Curve for BofA
Q
By Liz Capo McCormick - Oct 10, 2011 11:09 PM CT
Oct. 10 (Bloomberg) -- Scott Brown, chief economist at Raymond James &
Associates Inc., talks about the outlook for the U.S. economy. Brown also
discusses the U.S. labor market. He speaks with Mark Crumpton on Bloomberg
Television's "Bottom Line." (Source: Bloomberg)
The bond market indicator that has predicted every U.S. recession since 1970
shows that the economy has abo... 阅读全帖 |
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p********n 发帖数: 2046 | 10 I am actually happy at the exit points.Still disciplined.
That was a scary pattern for short sellers after I flatten my positions.
losing |
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d******8 发帖数: 1972 | 11 http://seekingalpha.com/article/301271-why-you-should-sell-shar
Yahoo! Inc (YHOO) is one of the big names in internet services. Along with
Google Inc (GOOG) and AOL Inc (AOL), there are not many internet users that
do not use its services in their time in front of the computer screen.
Whether it’s connecting to others via a Yahoo! Email account, or using its
instant messaging offering, using its search engines, or looking up news
items, the chances are that most readers of this article will use ... 阅读全帖 |
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l******g 发帖数: 81 | 12 Old And No News Is Good News Apparently?
Tyler Durden's picture
Submitted by Tyler Durden on 10/26/2011 17:16 -0400
Copper
Futures market
recovery
While S&P futures managed to make higher highs in the last hour, the EUR did
not as only TSYs managed to follow stocks to those extreme levels. It was
an odd day, as we have noted many times today, as the total lack of news
combined with rallies on the back of old news seemed enough to juice stocks
higher. It does make one think a little a... 阅读全帖 |
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l***n 发帖数: 812 | 13 看到不少人在说,也掺和一下。本人是value investor,所以valuation的factors看得
会多些,PE, PB什么的。
不过这些不是作为投资的决定因素,暂且看作是screening的一个工具,或者是引发分
析和讨论的催化剂。中国的太阳能,干货运输行业都是我曾经关于过得,因为便宜,所
以感兴趣的了就看得多些。不过valuation factor不是做投资决定的唯一原因,因为PE
低往往有PE低的理由,市场不是傻子,凭啥人家都不看好,都在卖,drive PE value
lower,而我一买就涨啊,这是不现实的。
决定你能否赚钱的因素太多,仅对价值投资而言,列几条:
1, 大盘因素
这个不用多说了吧,大方向看错了,都扯淡
2, 价值投资是否in favor
就今年来看growth stock outperform value,这时候买growth是不是会比value更好呢
?去年下半年大盘下调了不少,便宜的股票不少,市场当然就不稀罕了,凡是能真正利
用美国这段时间的经济moderate增长,赚钱的产业/公司受到青睐。这有点马后炮了,
不过多点事后诸葛亮,以后才更有信心做b... 阅读全帖 |
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L****n 发帖数: 12932 | 14 http://stockcharts.com/freecharts/yieldcurve.html
this is a link where you can see the curve change over the last 8 years.
looks to me the curve is flattening a bit over the last few weeks, but no
where near a FLAT curve, much less than inverted. don't know what
conclusion you can draw from here. |
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i*********n 发帖数: 5465 | 15 如果AWB gradually goes through -》假设public expect 2014年take affect,2013
年 枪股是能涨还是跌呢?
Analysts foresee some tough times ahead for Sturm, Ruger. After a strong
gain in revenue, 2013 sales are expected to flatten out, and the target
stock price is just 5% above its current level.
From a business perspective, Sturm, Ruger's success shows few signs of
stopping. Both it and Smith & Wesson (NASDAQ: SWHC ) should benefit from a
nearly 20% rise in background checks in 2012 compared with last year, and
that... 阅读全帖 |
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n*******s 发帖数: 17267 | 16 TNND
I just posted something regarding JCP, that dude deleted his post.
Here is a recap:
There are millions of better choices than JCP
JCP's gross profit has been shrinking and in steady down trend, two must
avoids if
you play stocks.
If you have to buy JCP, wait until it flattens out or wait until it drops to
2ish.
Now here is a simple question, what do you buy from JCP these days?
People love eating chipotle, that is why the stock shoots high, you better
find
a reason to convince you to be in ... 阅读全帖 |
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n*******s 发帖数: 17267 | 17 TNND
I just posted something regarding JCP, that dude deleted his post.
Here is a recap:
There are millions of better choices than JCP
JCP's gross profit has been shrinking and in steady down trend, two must
avoids if
you play stocks.
If you have to buy JCP, wait until it flattens out or wait until it drops to
2ish.
Now here is a simple question, what do you buy from JCP these days?
People love eating chipotle, that is why the stock shoots high, you better
find
a reason to convince you to be in ... 阅读全帖 |
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V******n 发帖数: 881 | 18 I think this stock is fine. it may flatten here. next support at 2.8~2.9.
Will definitely buy at 2.5 if it goes there. If you look at Nov/Jan/Apr call
volumn you will know where this is going |
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s***m 发帖数: 6197 | 19 But Yelp seems to reach the climax, starting to flattening and then drop?
play |
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h**********9 发帖数: 3252 | 20
"QE itself disincentivizes lending by making it less profitable. As the Fed
buys bonds through QE, bond prices rise and yields are held lower than they
would be otherwise. Banks make profits by borrowing money at short-term
rates and lending at longer-term rates, making a spread on the difference.
With short-term interest rates pegged at zero, lower long-term rates flatten
the yield curve and thus reduce the profit banks make on new loans, so they
’re less inclined to lend aggressively. Ending ... 阅读全帖 |
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c******1 发帖数: 5 | 21 回31 楼and others.
Thanks for sharing the input.
It is hard to explain but it works like two opposing traders ( replaced by
two scalping systems) trading against each other, one long only, and one
short only for the underlined (in this case, VXX) in the zero sum market.
We look at the net total P/L only and know there could be some loss for at
least one account.
Because the two systems trade against each other, it is unlikely that both
would lose in the same trading session on the same underline... 阅读全帖 |
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r****n 发帖数: 163 | 22 Expect near term bull flattening. |
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s**h 发帖数: 477 | 23 下面是 schlumberger CEO 关于下一年油价的分析, 刚发出来的, 组后两段是结论
http://www.slb.com/news/presentations/2015/2015_0909_pkibsgaard
--------------------
So far this year, global GDP growth has faced a series of headwinds, but in
spite of slower US growth in the first quarter, uncertainty in the Eurozone
linked to Greece and a continuing slowdown in China, the growth is still
expected to end up around 2.6%.
Looking forward to 2016, the global GDP growth forecast is still higher than
2015 at 3.2% driven by stronger g... 阅读全帖 |
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C*******r 发帖数: 10345 | 24 昨天进的uwti,早晨巨亏,结构被俺烧一手/CL救了回来。这回都flatten了,暂时空仓
。不赌明天的eia报告了。希望利多,大家赚钱。如果涨势确立,俺会跟的。 |
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a*****1 发帖数: 3134 | 25 Chicken and egg.
But in this case, there is no rush to sell crude at spot, thus flattening
the curve. |
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发帖数: 1 | 26 yield curve flattening rally
想炒银行的,不能不懂美债 |
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d***s 发帖数: 152 | 27 Right. If it can keep 50% growth for a year it'll reach 50 easy. On the flip
side, if growth flattens it can hit 20. So it's a risky bet with good bias
towards upside. |
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发帖数: 1 | 28 flattening yield curve. That's why. |
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E***r 发帖数: 1037 | 29 主要是treasury yield要突破三十几年的下降通道了,倒不是绝对数值(当然整数点触
发机器卖盘是可能的)。现在像是几十年债市熊市的开始。
升息一定会造成yield curve flattening甚至倒挂,但从历史上看,从yield curve倒
挂到股市到顶往往还有相当长的时间。更何况现在2-year 10-year spread只是刚刚走
进50bps,离倒挂还有一段距离。 |
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g*********9 发帖数: 1285 | 30 问个问题,每次衰退前都有倒挂?
: 主要是treasury yield要突破三十几年的下降通道了,倒不是绝对数值(当然整
数点触
: 发机器卖盘是可能的)。现在像是几十年债市熊市的开始。
: 升息一定会造成yield curve flattening甚至倒挂,但从历史上看,从yield
curve倒
: 挂到股市到顶往往还有相当长的时间。更何况现在2-year 10-year spread只是
刚刚走
: 进50bps,离倒挂还有一段距离。
|
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发帖数: 1 | 31 No recession until late 2020, so keep buying stocks, Credit Suisse says
A U.S. recession won't happen until the third quarter of 2020, and in the
meantime stocks are a good bet, says Credit Suisse analyst Andrew Garthwaite.
High volatility is also here to stay, meaning credit is riskier than equity,
Garthwaite says.
He suggested staying underweight cyclicals such as consumer discretionary,
materials and industrials, calling the group "expensive" and "over-owned."
"At this stage of yield curve fl... 阅读全帖 |
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s******r 发帖数: 868 | 32 As described previously, we are conducting a comprehensive organizational
restructuring across our whole company. Tesla has grown and evolved rapidly
over the past several years, which has resulted in some duplication of roles
and some job functions that, while they made sense in the past, are
difficult to justify today.
As part of this effort, and the need to reduce costs and become profitable,
we have made the difficult decision to let go of approximately 9% of our
colleagues across the compan... 阅读全帖 |
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发帖数: 1 | 33 5s30s stopped flattening -> Inflation concern picked up |
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l*******e 发帖数: 85 | 34 现在10年的在3.11%,Fed fund rate 2.75%, 和六月份
Neel 论‘The flattening yield curve'时比,2.83% vs 1.75%。
不是’the term premium' 更小了吗?,更近'inverted curve'
吗?你觉的Fed 12月会加利率吗? 在下一点不懂,请多说几句。 谢谢。 |
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l*******e 发帖数: 85 | 35 现在10年的在3.11%,Fed fund rate 2.75%, 和六月份
Neel 论‘The flattening yield curve'时比,2.83% vs 1.75%。
不是’the term premium' 更小了吗?,更近'inverted curve'
吗?你觉的Fed 12月会加利率吗? 在下一点不懂,请多说几句。 谢谢。 |
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发帖数: 1 | 36 It has nothing to do with Trump comments, his comments are much earlier and
FXI dropped much less than SPY.
It has nothing to do with curve flattening/inversion. If so equity market
would not react as this is some big news since the curve close to inversion
for a while and it does not make sense to believe the casual relationship of
recession and financial market is out of sync.
It is just pull back from two big squeezes last week and plus natural bear
flow.
Don't over think here. |
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d***a 发帖数: 13752 | 37 今天WSJ的一篇文章,也是这么说。
https://www.wsj.com/articles/many-u-s-financial-officers-think-a-recession-
will-hit-next-year-11544612460
Many U.S. Financial Officers Think a Recession Will Hit Next Year
Almost half of U.S. chief financial officers believe a recession will strike
the U.S. economy by the end of 2019
By Sharon Nunn
Dec. 12, 2018 6:01 a.m. ET
WASHINGTON—Almost half of U.S. chief financial officers believe a recession
will strike the U.S. economy by the end of 2019, with the tight labor
market a... 阅读全帖 |
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c**2 发帖数: 8496 | 38 bought 500 shares UVXY at 75.2x, after the morning fall trend has flattened.
believing it will see at least $79 next Monday or Tuesday. |
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l*****r 发帖数: 2123 | 39 For stock market investors, an inverted yield curve is a sign that equities
could peak before an economic recession hits. It also can be a precursor to
a bear market in stocks, where equities fall 20% or more from highs.
While an inverted yield curve has been a reliable indicator of slowing U.S.
economies, the timing of an upcoming recession has been uncertain.
Historically, prolonged "curve inversions" have usually preceded major
economic slowdowns by about a year.
What Is An Inverted Yield Cur... 阅读全帖 |
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t*******i 发帖数: 4960 | 40 反正乱七八糟的一堆头衔。
新 ceo 上台,说一月份要有动作,其中一个就是要 flatten out management line,
不知道要做什么。 |
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s*******r 发帖数: 4 | 41 CLINICAL HISTORY: Numbness right leg to foot
FINDINGS: At the level of L5-S1, there is a right paramedian dorsal disc
extrusion causing extensive falttening of the thecal sac. No involvement of
the exiting L5 nerve roots is seen.
IMPRESSION:
1. L5-S1 right paramedian dorsal disc extrusion causing extensive flattening
of the thecal sac.
2. Otherwise, unremarkable MRI of the lumbar spine.
The US doctor told me my pain on the lower back will go away themselves, but
one month passed, I felt it getti |
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o**********e 发帖数: 18403 | 42 【 以下文字转载自 Military 讨论区 】
发信人: onetiemyshoe (onetiemyshoe), 信区: Military
标 题: Japanese to Koreans: Go home or die (转载)
发信站: BBS 未名空间站 (Sun Dec 1 11:25:57 2013, 美东)
发信人: onetiemyshoe (onetiemyshoe), 信区: CivilSociety
标 题: Japanese to Koreans: Go home or die
发信站: BBS 未名空间站 (Sun Dec 1 11:24:34 2013, 美东)
http://www.washingtonpost.com/world/asia_pacific/new-enmity-bet
Japanese tells Korean Japanese “Go home or Die", "we will flatten your
neighborhood" and build a gas chamber in its place.
The comme... 阅读全帖 |
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W*****d 发帖数: 4196 | 43 摘抄两点:
In July, 63% of buyers' offers on Redfin faced competition in 22 markets
coast to coast, its data show. That's down from 68% in June and the peak of
76% in March.
Some markets saw even bigger monthly drops. Boston fell to 65% of offers in
July from 74% in June. San Francisco eased to almost 80% of offers from 90%,
Redfin says.
Kelman even expects prices to flatten or decline in some markets this fall
as inventories increase. |
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t******2 发帖数: 2265 | 44 nope, can't be flatten, it's same as O/S. But the good point is it's bench
is longer than regular seat, that allow your knee, even part of your lower
leg stay on the bench. And, the angle is just about right to view both of
the DVD screens upfront. It feels exactly like your reclinder at home, and
that pose is so comfortable that every trip more than 1 hour long will make
my grand parents fall in sleep.
the only complain so far is it's size, my 460sf garage couldn't't fit. Once
garage door clo... 阅读全帖 |
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a***a 发帖数: 40617 | 45 你懂个p啊
I had one box left so stepped it out to 800 yards. Target was an 11.5x20
inch
LaRue sniper target. I calculated the elevation and let fly. The wind was
gusting
quite a bit but I flattened the LaRue on my 3rd shot. Then did it two more
times in a
row before I missed a wind change. I scored 7 hits at 800 yards.....with an
AK.
我借花献佛一下 |
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s******r 发帖数: 652 | 46 Call for donation to the Sichuan Earthquake Relief Fund
A massive 7.8-magnitude earthquake centered in Wenchuan, Sichuan, China occu
rred at 14:28 pm, May 12, 2008. The death toll in the earthquake climbed pa
st 13,000 on Tuesday. The death toll and missing are still adding every minu
te as rescue workers dug through flattened schools and homes in a desperate
effort to save more survivors of China's worst earthquake in three decades.
Local Chinese and Chinese American organizations held a confe |
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P*********t 发帖数: 4451 | 47 Good.
There used to be an authentic Japan hibachi in Hackensack. Right between
shops at riverside and the home depot mall.
It was called ichi-ban.
It was flattened 1 year ago and they built HUGE coves of brand new
apartments on the site. |
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r*******t 发帖数: 8550 | 48 In a grand opening Monday, Washington became home to the first Homeless
Depot, one link in a nationwide chain of warehouse-style stores that will
supply the nation's estimated 350,000 homeless people with all of their
street-lifestyle essentials.
Early-bird shoppers visit the new Homeless Depot.
"There are 14,000 homeless people in D.C. alone, but there's never been a
retail business that catered to their unique needs," store manager Geoff
Alberts said. "Homeless Depot is a one-stop spot for car... 阅读全帖 |
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r********e 发帖数: 160 | 49 it's a long story. I had implant but dropped off two times in a short period
. So he tried to flatten some bones to make sure the tooth next to implant
has no impact to the drop-off. But during the procedure, he told me about
the fracture. |
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s*********5 发帖数: 5637 | 50 突然好想去看牛郎 (Altair),织女星(Vega),和爱人手牵手体会一下kitty形容的
被丝绒般的星空包围的感觉。去年LG和他姐姐去了Bryce Canyon NP,看到美丽的银河和
满天繁星,可惜我没有去。(见附图)上个周末朋友去Lake Cuyamaca露营看流星,我
也没法成行。。。
明晚去哪里看鹊桥相会呢?
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http://blog.sina.com.cn/s/blog_6ad5d7b001019h71.html
Altair (Alpha Aquilae, Alpha Aql, α Aquilae, α Aql, Atair) is the
brightest star in the constellation Aquila and the twelfth brightest star in
the night sky. It is an A-type main sequence star with an apparent visual
magnitude of 0.77 and is one of the vertices o... 阅读全帖 |
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