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**OFFICIAL** Trading and Investing Thread: Part XVI -- BAG HOLDING EDITION
03-17-2023, 11:35 AM
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#2821
- Destor
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Here are the latest inventories, crude has had a pretty substantial recovery. Gasoline is middle lowerish of a pretty tight range, and diesel is still low. I think diesel is moreso what feels into prices of stuff like food.



If interest rates continue going up, that will likely create further downward pressure on demand and I'd imagine that would be when they look to refill -- they also surely want to avoid supporting revenues for Russia. I believe much of the inventory they released was heavy crude, so it'll be interesting to see if that's what they would refill with.
Everything will get hammered if interest rates do continue up and the economy begins really feeling the effects



If interest rates continue going up, that will likely create further downward pressure on demand and I'd imagine that would be when they look to refill -- they also surely want to avoid supporting revenues for Russia. I believe much of the inventory they released was heavy crude, so it'll be interesting to see if that's what they would refill with.
Everything will get hammered if interest rates do continue up and the economy begins really feeling the effects
03-17-2023, 11:43 AM
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#2822
03-17-2023, 12:08 PM
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#2823
- Carbonfibre
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I am long term NVDA retirement shareholder will never sell but bump this post by end of year and see where NVDA is at with those magical 160 p/e
Work in tech and hold too much of it and if you think those metrics that NVDA projections are valid and worth the price right now than just LOLLLL.
.....................
merica moment right here yesterday happened
Work in tech and hold too much of it and if you think those metrics that NVDA projections are valid and worth the price right now than just LOLLLL.
.....................
merica moment right here yesterday happened
03-17-2023, 12:29 PM
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#2824
Originally Posted By Carbonfibre⏩
Tell me when the market and market valuations made sense.I am long term NVDA retirement shareholder will never sell but bump this post by end of year and see where NVDA is at with those magical 160 p/e
Work in tech and hold too much of it and if you think those metrics that NVDA projections are valid and worth the price right now than just LOLLLL.
.....................
merica moment right here yesterday happened
Work in tech and hold too much of it and if you think those metrics that NVDA projections are valid and worth the price right now than just LOLLLL.
.....................
merica moment right here yesterday happened
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03-17-2023, 01:22 PM
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#2825
- RobParks2M
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Why are FRC going back to crisis levels? People presuming equity value just isn’t going to be there? They shouldn’t lose value on their bonds.. banks just dropped them $30b to buy 13 week bonds for a free 4%. Not to mention all the fed backstopping.
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03-17-2023, 02:03 PM
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#2826
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Originally Posted By RobParks2M⏩
Won't be enough.Why are FRC going back to crisis levels? People presuming equity value just isn’t going to be there? They shouldn’t lose value on their bonds.. banks just dropped them $30b to buy 13 week bonds for a free 4%. Not to mention all the fed backstopping.
Rumor going around apparently Bank of America is going to be buy them for nothing basically.
03-17-2023, 02:52 PM
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#2827
- 2020Wellness
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Does DCA'n on red days ever get old?!
Dropped another 20% in today on the usuals (BND, VOO, VUG, VYM). Building up a sizable self-managed account here and really starting to see the power of compound interest.
The first 100k was definitely the toughest, but the second flew by. From what I read, the 100k marks come quicker and quicker and the hard work to get past that first 100k feels so rewarding.
Most people in here talk about short term plays, but there's huge value in keeping those long term goals in place too.
Dropped another 20% in today on the usuals (BND, VOO, VUG, VYM). Building up a sizable self-managed account here and really starting to see the power of compound interest.
The first 100k was definitely the toughest, but the second flew by. From what I read, the 100k marks come quicker and quicker and the hard work to get past that first 100k feels so rewarding.
Most people in here talk about short term plays, but there's huge value in keeping those long term goals in place too.
trainingwithryan.substack.com
03-17-2023, 03:03 PM
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#2828
Originally Posted By 2020Wellness⏩
From books I've read, 99% of the time no one can beat a DCA approach over a period of time. Maybe hedge funds and nancy pelosi can, but not us plebs.Does DCA'n on red days ever get old?!
Dropped another 20% in today on the usuals (BND, VOO, VUG, VYM). Building up a sizable self-managed account here and really starting to see the power of compound interest.
The first 100k was definitely the toughest, but the second flew by. From what I read, the 100k marks come quicker and quicker and the hard work to get past that first 100k feels so rewarding.
Most people in here talk about short term plays, but there's huge value in keeping those long term goals in place too.
Dropped another 20% in today on the usuals (BND, VOO, VUG, VYM). Building up a sizable self-managed account here and really starting to see the power of compound interest.
The first 100k was definitely the toughest, but the second flew by. From what I read, the 100k marks come quicker and quicker and the hard work to get past that first 100k feels so rewarding.
Most people in here talk about short term plays, but there's huge value in keeping those long term goals in place too.
Agreed, first 100k is the longest, which makes sense, since the compounding really takes over.
★★★ A State of Trance Crew ★★★
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03-17-2023, 03:05 PM
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#2829
- SipNPiz
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Originally Posted By 2020Wellness⏩
Yea but talk about snooze fest, some of us love being right about our stonk picks. In all srs though that is how my long term port is set up (retirement account) robinhood is just the car slush fundDoes DCA'n on red days ever get old?!
Dropped another 20% in today on the usuals (BND, VOO, VUG, VYM). Building up a sizable self-managed account here and really starting to see the power of compound interest.
The first 100k was definitely the toughest, but the second flew by. From what I read, the 100k marks come quicker and quicker and the hard work to get past that first 100k feels so rewarding.
Most people in here talk about short term plays, but there's huge value in keeping those long term goals in place too.
Dropped another 20% in today on the usuals (BND, VOO, VUG, VYM). Building up a sizable self-managed account here and really starting to see the power of compound interest.
The first 100k was definitely the toughest, but the second flew by. From what I read, the 100k marks come quicker and quicker and the hard work to get past that first 100k feels so rewarding.
Most people in here talk about short term plays, but there's huge value in keeping those long term goals in place too.

STEM Wagie Brah
Oil/commodity based trader
03-17-2023, 03:53 PM
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#2830
Originally Posted By _zman⏩
Started from the bottom now we hereFrom books I've read, 99% of the time no one can beat a DCA approach over a period of time. Maybe hedge funds and nancy pelosi can, but not us plebs.
Agreed, first 100k is the longest, which makes sense, since the compounding really takes over.
Agreed, first 100k is the longest, which makes sense, since the compounding really takes over.
Started from the bottom now my whole team fukin here
No new miscas, no we don't feel that, fuk a fake friend where your real friends at
Boys tellin stories bout Tha Man
Say I never struggled, wasn't hungry, yeah I doubt it
We just want the credit where it's due, I'mma worry bout me, don't give a fuk about you
I can turn your boy into a Man
There ain't much out here that's popin off without us
Just as a reminder to myself, I wear every single chain, even when I'm in the house
I: Self, Lord and Master.
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"I call you Son not because you Shine but because you Mine."
03-17-2023, 04:18 PM
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#2831
- Carbonfibre
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Rob did you have calls on SBNY?
did you hear the uproar going on with SIBV.
those that had puts are not allowed to exercise in OCC.
brokers not respecting rules.
super sketchy once shiit get delisted its gone it seems.
did you hear the uproar going on with SIBV.
those that had puts are not allowed to exercise in OCC.
brokers not respecting rules.
super sketchy once shiit get delisted its gone it seems.
03-17-2023, 04:22 PM
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#2832
- RobParks2M
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Originally Posted By Carbonfibre⏩
I have 1 april call for SBNY at $50 if I remember correctly. It was $500 and I assumed its worth 0. I heard BAC is acquiring them monday potentially so we will see I guess?Rob did you have calls on SBNY?
did you hear the uproar going on with SIBV.
those that had puts are not allowed to exercise in OCC.
brokers not respecting rules.
super sketchy once shiit get delisted its gone it seems.
did you hear the uproar going on with SIBV.
those that had puts are not allowed to exercise in OCC.
brokers not respecting rules.
super sketchy once shiit get delisted its gone it seems.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-17-2023, 04:44 PM
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#2833
- Lefticle
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Originally Posted By RobParks2M⏩
I have no quarrel with you, RobParks2M.By all means go post in that thread with the trailer trash. You’ll have a lot of future plans to talk about
Always Neg Back Crew.
03-17-2023, 06:05 PM
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#2834
- mulletwarrior
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Originally Posted By Abzu⏩
Interesting. I've been overweight in my active trading account on O&G since march 2020 - been a good buy. Will probably start selling. Sad to see it go.There is a real possibility oil goes under $45 this year.
If oil did collapse, what are possible causes?
Pandemic? Recession? Surplus.
If oil did collapse, what are possible causes?
Pandemic? Recession? Surplus.
Good question. Probably all of the above. O&G is always so ridiculously boom or bust. I know my houston bros have been busy throwing together O&G deals, meaning that some exploration and capex is happening despite the biden admin. Seems like when Saudi Arabia sees texas start to come alive they let prices fall.
So yeah, combination of the pandemic disappearing, fears on demand, and supply ticking up. And saudi fukking with US producers.
mo e
03-17-2023, 07:13 PM
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#2835
- usersignup2
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Inb4 someone asks if Credit Suisse is a buy.
03-17-2023, 07:32 PM
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#2836
- Destor
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My oil companies have a breakeven price of like mid $30s Brent, I expect them to make loads of money for many years to come and continue paying it out to investors who stick around
Only real interest is in finding growth stuff to buy as a hedge/diversification, all my holdings right now are in the retirement account and will likely just stay there for the next 10-20 years
Only real interest is in finding growth stuff to buy as a hedge/diversification, all my holdings right now are in the retirement account and will likely just stay there for the next 10-20 years
03-17-2023, 08:46 PM
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#2837
- RobParks2M
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Originally Posted By usersignup2⏩
I don’t know why anyone would buy Suisse. UBS is allegedly gonna buy the whole thing, but I don’t think it’s gonna be a very friendly deal to shareholders LMAO.Inb4 someone asks if Credit Suisse is a buy.
I think all regional banks gonna get cucked tbh. Their capital exodus has been pretty astounding. And now even with fed intervention they are gonna lose out on income on all the bonds they sell back and their interest income will crater anyway. I’m guessing many small banks are going to have to cut dividends and if they raised interest paid on checking/savings accounts they’ll have to drop those too
Fitness connoisseur
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03-17-2023, 08:58 PM
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#2838
- 2020Wellness
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Originally Posted By SipNPiz⏩
I don’t know man, seeing $$ increase is pretty exciting to me. I look forward to every Friday and am always pumped to plug the different incomes into my excel file, see my 20% figure, divvy up my buys, and place those orders.Yea but talk about snooze fest, some of us love being right about our stonk picks. In all srs though that is how my long term port is set up (retirement account) robinhood is just the car slush fund

It’s exciting as hell to me. Not in an adrenaline rush kinda way, but in an accomplishment kinda way.
trainingwithryan.substack.com
03-18-2023, 08:45 AM
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#2839
Originally Posted By 2020Wellness⏩
You're the guy in the room full of porn stars talking about the joys of condom on missionary. And Im right there with you holding hands and making eye contact, afraid to try the dirty stuff.I don’t know man, seeing $$ increase is pretty exciting to me. I look forward to every Friday and am always pumped to plug the different incomes into my excel file, see my 20% figure, divvy up my buys, and place those orders.
It’s exciting as hell to me. Not in an adrenaline rush kinda way, but in an accomplishment kinda way.
It’s exciting as hell to me. Not in an adrenaline rush kinda way, but in an accomplishment kinda way.
**Florida Crew**
**Waiting for National Guard Bus Ride to Labor Camp Crew**
03-18-2023, 10:34 AM
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#2840
- 2020Wellness
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Originally Posted By naich⏩
I’m the guy with a proven plan that I’m not veering from.You're the guy in the room full of porn stars talking about the joys of condom on missionary. And Im right there with you holding hands and making eye contact, afraid to try the dirty stuff.
Also, been nothing but rawdog’n for the last 20 years.
trainingwithryan.substack.com
03-18-2023, 03:58 PM
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#2841
- RobParks2M
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Originally Posted By 2020Wellness⏩
Aside from selling options and a few other odds and ends I’ve come to this conclusion as well. Anything other than adding consistently hasn’t been productive enough to warrant the time I’d spend researching new stuff. Playing things I’ve already looked at but not adding much else aside from a short term move on SNBY which reaffirmed my previous statement LMAO.I don’t know man, seeing $$ increase is pretty exciting to me. I look forward to every Friday and am always pumped to plug the different incomes into my excel file, see my 20% figure, divvy up my buys, and place those orders.
It’s exciting as hell to me. Not in an adrenaline rush kinda way, but in an accomplishment kinda way.
It’s exciting as hell to me. Not in an adrenaline rush kinda way, but in an accomplishment kinda way.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-18-2023, 04:00 PM
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#2842
- RobParks2M
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Originally Posted By TugOfPeace⏩
Tug this is silly. Why would Sofi not pay depositors back? Think about it. When did they get their bank charter.Im a bit skeptical about SOFI now myself. I recently moved some money there and just a couple days ago they increased their savings APY to 4%. Im thinking to move all my money to Marcus where they offer 3.75% since its backed by GS. If I'm thinking that way, chances are a lot of other people have had the same thought. What happens when these smaller banks have a loss of deposits to such an extent? Cant be good, FDIC can only cover so much even for people under the $250k limit. If something snaps across the entire country, FDIC protection won't help assuming they have to contend with numerous banks failing concurrently.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-18-2023, 06:07 PM
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#2843
- RobParks2M
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Originally Posted By TugOfPeace⏩
Where do you think the money is gonna go???Little more than a year ago. I just don't have a great understanding of how all this works. I get that FDIC insures up to $250k - but what happens if there is a domino effect and we see FDIC having to back multiple banks? Do they have enough funds for that kind of situation?
Posted a while back but what about bail-ins?
Posted a while back but what about bail-ins?
Also, do you think it’s possible for the fed to run out of doll hairs? Are you concerned there isn’t enough paper in the world to print the dollars?
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-18-2023, 08:13 PM
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#2844
- 2020Wellness
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- 2020Wellness
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Originally Posted By RobParks2M⏩
Thanks for the reply. It’s a winning strategy. The best methods for getting things done usually aren’t the shiniest or sexiest. They just work.Aside from selling options and a few other odds and ends I’ve come to this conclusion as well. Anything other than adding consistently hasn’t been productive enough to warrant the time I’d spend researching new stuff. Playing things I’ve already looked at but not adding much else aside from a short term move on SNBY which reaffirmed my previous statement LMAO.
trainingwithryan.substack.com
03-19-2023, 08:46 AM
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#2845
- RobParks2M
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Originally Posted By TugOfPeace⏩
No I mean the money you deposit in the bank. Where do you think it goes? It doesn’t just disappear- banks aren’t degenerately gambling on options and running them to 0. The banks that failed lost 2-3% on face value of bonds because they bought long term bonds in 2020/2021 that pay nothing.The concern is that they are picking and choosing which banks to bail out. Where is the money going to go.. well if there is some black swan event where everyone starts making bank runs, will your money be safer in sofi or one of the bigger banks?
Also UBS to buy CS for $1b. Eat a dick CS shareholders I guess lmao. 12.5 cents on the dollar is all it’s worth LOL
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-19-2023, 12:37 PM
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#2846
- RobParks2M
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Markets gonna get clapped tomorrow. UBS buying for 2 billion so 50 cents vs closing $2/share Friday.
They are also looking to let bond holders suffer some losses too. As if bond market isn’t significantly bigger than stock market and going to generate an insane amount of volatility
They are also looking to let bond holders suffer some losses too. As if bond market isn’t significantly bigger than stock market and going to generate an insane amount of volatility
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-19-2023, 02:13 PM
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#2847
- 2020Wellness
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Originally Posted By RobParks2M⏩
Should be a fun day.Markets gonna get clapped tomorrow. UBS buying for 2 billion so 50 cents vs closing $2/share Friday.
They are also looking to let bond holders suffer some losses too. As if bond market isn’t significantly bigger than stock market and going to generate an insane amount of volatility
They are also looking to let bond holders suffer some losses too. As if bond market isn’t significantly bigger than stock market and going to generate an insane amount of volatility
trainingwithryan.substack.com
03-19-2023, 02:27 PM
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#2848
- RobParks2M
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Originally Posted By 2020Wellness⏩
This has the potential to get really pull overall markets down if all the banks slide because investor equity continues to get wiped out. Banks move a lot of funds between each other so there is some genuine concern losses could have a big impact for all the banks for the next couple of earnings calls. Long term most banks will be fine but I think there will be lots of panic this week and some concern over the next month. I’m going to keep my eye on bank bonds and see if I can scoop some stable ones at a discount. I’ll look at BAC primarily since Buffet is backing them and maybe JPM.Should be a fun day.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
03-19-2023, 03:37 PM
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#2849
- Carbonfibre
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- Carbonfibre
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seems like printer is back even more
fed is now pumping liquidity into banks
https://www.federalreserve.gov/newse...y20230319a.htm
you can see the price action in Bitcoin
up 45% in 10 days.
fed is now pumping liquidity into banks
https://www.federalreserve.gov/newse...y20230319a.htm
you can see the price action in Bitcoin
up 45% in 10 days.
03-19-2023, 04:22 PM
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#2850
- RobParks2M
- mad hatter
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- RobParks2M
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Originally Posted By Carbonfibre⏩
Honestly this is such a joke how far they are willing to unravel everything they’ve done to control inflation because of irresponsible public banks. Let them go under. Cover insured depositors. If federal government loses money attempting to convert assets to cash for depositors then they should garnish C-suite exec wages, bonuses, and any cash from selling shares to cover. If that isn’t enough then I think jail is appropriate. These morons think they can hold the average American hostage and currently they’ve been correct.seems like printer is back even more
fed is now pumping liquidity into banks
https://www.federalreserve.gov/newse...y20230319a.htm
you can see the price action in Bitcoin
up 45% in 10 days.
fed is now pumping liquidity into banks
https://www.federalreserve.gov/newse...y20230319a.htm
you can see the price action in Bitcoin
up 45% in 10 days.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
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