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The Journeys of Sisyphus Hussman "Computer Tutor?!" Saut The Belgian Connection Schiff Ink + Paper Doesn't Equal Value: Prechter on Fiat Money EW Smoking Gun From The Federal Reserve Murder of The Middle Class Jim Q MyBudget Paradox of Inflation G. Long The most important job in the world Hutchinson Most of the World Overbought BeSpoke Are the U.S. Dollar’s Days Really Numbered? Lachman Why a sentiment shift could be underway for stocks CNBC RB Recession And Bear Market Ahead? Forbes Bankrupt Housing Policy Nocera IMM positioning: Investors return to being net-short EUR Danske
U.S. authorities probe bitcoin exchanges over illegal transactions: WSJ Reuters Ex-MF Global executives can tap more legal defense money: judge Reuters Credit Suisse pleads guilty to criminal charges in US tax evasion settlement Guardian “It’s total moral surrenderā€¯: Matt Taibbi unloads on Wall Street... Salon -- The Divide: American Injustice in the Age of the Wealth Gap Amazon Are you paying too much for your mutual funds? Jaffe Princeton’s Top Money Managers Get 46% Pay Raise in 2013 BL ECB and other central banks announce the fourth Central Bank Gold Agreement ECB
Concerns grow as real estate cools China Daily Is China’s Housing Bubble Beginning to Burst? BW Monetary Easing in China? Don’t Hold Your Breath WSJ Hong Kong's sukuk ambitions cause a stir Finance Asia Combatting the Crunch - ECB Plans Negative Rate on Bank Deposits Spiegel Swiss Face Conundrum as ECB Signals Further Stimulus BL London's Housing Frenzy Alarms Carney BL Greek Selloff Shows Rush for Exit Recalling Crisis: Euro Credit BL Exclusive: Japan's $1.26 trillion pension faces overhaul as Abe reforms drive riskier bets Reuters Abe Taps Nobel Laureate on How to Make Japanese Less Depressed BL China warns US cyber charges could damage ties AP Thai Military Declares Martial Law to Curb Protests, Denies Coup BL
New Cold War May Emerge in Ukraine Crisis, Medvedev Says BL China gives Putin a diplomatic boost AP Unprotected in the East: NATO Appears Toothless in Ukraine Crisis Spiegel
Canadian markets closed in observance of Victoria Day. The Feed will be back on May 20. The Global Week Ahead Scotia No sign of major central banks tightening the reins Reuters Nervous Time Noland Special Updates from the Strategic Investment Conference: Day 3 Mauldin Is the Bond Market Sending Bearish Omens? Puplava Wall Street Says It’s Different This Time Harding At big-ticket dinners, a blunt Bernanke sounds theme of low rates Reuters Global Views Scotia Global Equity BMO Focus Social Security at 62? Let’s Run the Numbers Wasik Consumer Debt Suggests Growing Confidence Norris Is college worth a lifetime of debt? MyBudget Silver Stealth Buying ZEAL The Case Against the Bernanke-Obama Financial Rescue NYT House of Debt
Geithner, Staying on Script Morgenson The rich are different - they're smarter, study says CNBC Ex-Trader at SAC Fund Is Sentenced to 3 1/2 Years NYT Government fine hardly the end of GM recall saga AP
China: Two different stories, one conclusion NYTrust Chinese yuan, ever-more a global currency CD Jim Chanos still hates China CNN Cyprus says 4th bailout review is positive AP
Putin Brings U.S.-Blacklisted Sechin, Timchenko on Chinese Visit BL Russian regulator threatens to block Twitter FT In Taking Crimea, Putin Gains a Sea of Fuel Reserves NYT
U.S. Consumer Confidence Unexpectedly Drops From Nine-Month High BL Builders Worked on More U.S. Homes Than Forecast in April BL How Bear Markets Begin Comstock 'Recession Babies' Scarred by U.S. Downturn Spurn Stocks for Cash BL Retirement Investors Flock to Stocks WSJ Young investors are hoarding cash CNN Student loans preventing millennials from buying homes Hoak Europe, U.S. show similar profiles Saft Smith - Sheehan FX Forecast Update - May: 'Draghi's promise' to weaken the euro Danske Global liquidity regulation, supervision and risk management BIS
Buffett’s Berkshire Discloses $528.7 Million Verizon Bet BL Icahn Detroit Creditors Seek to Defend Pension Debt in Lawsuit BL Gold is a buy under $1,000 an ounce; here's why it could get there: Jim Rogers DTicker Are The London Gold Vaults Running Empty? IGWT Commodities Update: Balanced outlook for the oil market - uncertainties prevail Danske Stairway to Heaven: The Song Remains Pretty Similar BW
Sensex touches new record above 25,000 on BJP's election win Reuters EU officials plotted IMF attack to bring rebellious Italy to its knees Pritchard China Bad Loans Rise Most Since 2005 as Economy Slows BL China Orders Interbank Lending Curbs to Quell Shadow Financing BL Forex losses lay bare China's lack of hedging expertise Reuters Market will play bigger role in yuan's exchange rate, State Council says SD Japan Privately Questioning ECB’s Currency Rhetoric WSJ A move some see as hypocritical... Greece denies plan for retroactive tax on foreign bondholders Reuters Bailout ends but austerity stays for Portugal AP Why Europe threatens Britain's recovery Warner U.S. warns China its actions in sea disputes are straining relations Reuters
Ruble Rises to Three-Month High as Lavrov Eases Ukraine Tensions BL
I have 'sick feeling' 25% crash is ahead: Acampora CNBC More Strong US Jobs Data Scotia Inequality Disaster Prevention Shiller Stocks are telling you a bear market is coming Sincere Is a Major Correction and Bear Market Around the Corner? Sheridan Job market debate rages at Fed, likely keeping rates on hold Reuters The Dollar is Still King Prasad EM Carry Trade Looks Vulnerable Outside The Box The New Neutral PIMCO Nouriel Roubini and Peter Schiff duke it out - again CNBC Flash Boys Burning Platform Smith Tepper on the market: 'Don't be too fricking long' CNCB
Five Key Hurdles in Fannie, Freddie Overhaul WSJ Alhambra Worry Wanes About Mortgage-Loan Reckoning WSJ IEA edges up oil demand outlook, urges OPEC to boost output AFP London silver fix to be scrapped from August Reuters From Turdville With Love; An open letter to the good people of Switzerland TFMR
Europe's Economy Underperforms With Weakness From France to Italy BL Pound falls as Bank of England quashes speculation on early interest rate rise Guardian Modi's Thatcherite talk cannot restore India's flagging fortunes Pritchard Japan first quarter growth hits over two-year high, capex surprisingly strong Reuters Japan's working poor left behind by Abenomics Reuters Monitor: Chinese Credit Crunch Danske Cross-border use of yuan gains popularity CD New Rules of the Game for China’s Renminbi Brookings Slump drives home sellers to the wall CD
Ukraine Slides Deeper Toward War as Russia Warns on Vote BL Now Putin Has to Figure Out What to Do With the Separatists BW
Corporate bond rally is next to bust, some fear MW How the Government and the Fed are Looting Your Accumulated Wealth EW The Dwindling Fed NY Sun Federal Reserve Gone Wild First Trust Bear market won’t come until the yield curve says so: Kleintop NQ Quarterly GDP Consensus Estimates vs. Actual GDP 2009 to Present Mish Economics is a science with partial answers Hutchinson In Fact, There Is No Bubble -- Part 1 Cramer
Investors May Have Gained Early Word on Fed Policy, Study Finds BL Paper “We find robust evidence of informed trading, as measured by the abnormal price run-up and order imbalance...” Zuckerberg and Other Geniuses Can Be Duped Weil Geithner Must Give S&P Documents in U.S. Fraud Suit BL Geithner’s Other Ad Hominem Attacks on Barofsky Black Next step for bankrupt Detroit: Ending abandoned home crisis Reuters Porsche sued over Paul Walker crash MW Gold loses shine for Chinese dama CD
China's property slump could drag down economy Pritchard Chinese property crash:Is it time to worry? MW Goldman to Citigroup Miss World’s Worst Selloff in China BL Banks told to act more quickly on home loans China Daily Yuan fall 'dictated by market' CD In Asia, Policy Makers Take Aim at Housing Bubbles WSJ Exclusive: ECB readies package of rate cuts and targeted measures Reuters Norway teaches Britain how to choke house booms Pritchard Chinese police charge British former GSK China head with bribery Reuters The printing press’s long-term effects on Africa VOX
Russia Warns of “Deep” Ukraine Crisis as Gas Deadline Set BL
The growing source of debt for US households Reuters "Old Turkey" Saut International Equities: Currencies Matter Merk Questions Alhambra Dow Breaks Out: What Does It Mean For Investors? Ciovacco Small Stock Warning Sign The Bed-Pan Economy Sheehan Why millennials are hurting the real estate recovery MW Falling Dollar? It Depends on the Index McTeer IMM positioning: Investors unwind net JPY shorts Danske
Lehman Trade Is Gift That Keeps Giving for Hedge Funds After Almost Six Year BL Epic Fails of the Startup World Surowiecki Who Is Checking the Numbers at Alibaba? Weil The Great Hedge-Fund Mystery: Why Do They Make So Much? Cassidy Proof most investors are clueless Jaffe Former Sears exec calls for retailer to liquidate CNBC Movin' on up and out: Food truck mania dies down CNBC Geithner Accused Of Lying In New Tell-All Book HP
China Industrial Production, Investment Show Slowdown Deepening BL China investment rises at slowest pace since 2001: govt AFP China April Home Sales Decline 18% as Credit Remains Tight BL New yuan loans dip in April China Daily Nobody's home in 10.2m apartments, survey finds China Daily Lew presses Beijing to ease exchange rate controls AP Undervalue/Overvalue: The Great Yuan Debate Continues WSJ Xi’s new normal with Chinese characteristics Saft Europe’s Crisis Treadmill Eichengreen Take issue with those who claim that the eurozone crisis is over Enough is enough, we need higher interest rates now Warner Fears grow of British housing bubble AFP Why Canada’s Housing Market is Considered Overvalued Epoch Times
Antarctic ice sheet in 'unstoppable' decline FT
Setting the Record Straight Hussman Frightening and surreal Price This one quote proves capitalism is dying Farrell Are bonds more fun? Probably bot Rosenberg Nothing Is Happening RB Keen - Smith - Krugman Printing Money to Help the Poor BW
Big Banks Caught Red Handed but Continue to Avoid Prosecution Black Regulators cannot protect bitcoin buyers MW You Didn't Even Know These Wall Streeters Were Ripping You Off HP These are bad days for big boys in high finance CNBC Hot IPO market may doom Alibaba Hulbert Is the stock market rigged? Fool
China Credit Gauge Declines as Officials Rein in Financial Risks BL China's low inflation sparks fear of deflation China Daily President tells China to get used to slower growth AP Shadow bank activities may spark crisis CD China Bad Debt Could Spark Global Growth Slump BW Where’s China’s Apocalypse? Asia Sentinel Chinese housing apocalypse: On the way? MW Renminbi bond markets are converging Finance Asia China's huge currency reserves now a headache: Premier Reuters Abenomics has yet to lift Japan credit quality FA Questions Mount About Japan’s Export Competitiveness WSJ Britain has world's most billionaires per capita Guardian
East Ukraine vote spells fresh trouble for markets CNBC
(No) Conundrum 2.0 Noland Are Valuations Really Too High? Mauldin Fighting History? Schwab Just How Dumb Are Investors? WSJ Major Stock Selloff Looms ZEAL The Average Stock Is In A Bear Market BI Defensive Sectors Are Not Much Help In Market Downturns! Harding The Older Cling to Jobs, Crowding Out the Younger NYT Global Views Scotia Global Equity BMO Weekly Focus: Dovish central banks support risk assets Danske The global recovery remains very uneven NTrust Welcome to 'Great Moderation 2.0,' says El-Erian CNBC Embry Dr. Dre: I'm the first hip hop billionaire CNN
Price jump threatens to make salmon a luxury buy FT Corporations can’t stop gobbling up their own stock Pearlstein Making Ends Meet at Walmart Morgenson Young Bankers Fed Up With 90-Hour Weeks Move to Startups BL
China Central Banker Calls for Tougher Rules on Shadow Financing BL China to avoid large-scale stimulus: Central banker Reuters Putin Going After Chinese Money to Sustain Sagging Economy BL Ukraine casts shadow as investors take pulse of fragile economy Reuters Israel’s Aggressive Spying in the U.S. Mostly Hushed Up Newsweek
The Consumer Is Still Missing In Action Comstock 10 peaking megabubbles signal impending stock crash Farrell I'm worried about a crisis bigger than 2008: Dr. Doom CNBC Roubini: We’re at the very start of a credit bubble MW Fewer Bulls Than Bears BeSpoke Buckle Up! The New Bear Market Has Begun SAlpha Blame the Fed for scale of tech stocks retreat FT US household debt... MyBudget Student Loans Rising Brookings Gangster State America Paul Craig Roberts America Is About to Get Really Old Atlantic
Big Banks = Key Players In the Drug Trade Wash Blog Yes, we're in a tech bubble. Here's how I know it Fortune Was Barclays the problem, or was it the business model? Saft Geithner in Book Says U.S. Considered Nationalizing Banks BL Earnings Growth Upturn Masks Labor Market Weakness BP Apple looks to buy Dr. Dre’s Beats for $3.2 bln MW Why Buffett is steering clear of catastrophe bonds FT Commodities Update: Nickel rally accelerates on New Caledonia supply worries Danske
China’s Inflation Slows More Than Estimated BL Economists React Chinese developers pull back as property downturn hits economy Reuters China mulls high-speed train to US: report CD Recognizing China's Clout BL Renminbi Undervalued? Think Again YALE UK 'great recession' almost over, says economic institute Guardian In New Zealand, Mortgage Lending Regulations Start to Bite WSJ
Could take 5-8 years to shrink Fed portfolio: Yellen Reuters Grant - 6 dubious Yellenisms
Don't Ignore the Anecdotes Yamarone What Previous Cycle Tops Tell Us About Today’s Market Hunter A warning sign? Market divergence worries traders CNBC Investors get bearish, suggesting stocks will rise Hulbert Treasury sales to test investor appetite FT (via Google) Hidden Erosion of Corporate Worth Since the Government Abandoned Money EW The impending retirement crisis MyBudget Dr. HB A Brief History of the Housing Bubble OC Coins That Go Clunk Pollock No three-ring circus needed to rig unemployment rate Crudele NA Outlook BMO The Minimum Wage Makes Depressions Worse Shlaes
Loan funds face first major test as flows reverse FT (via Google) Ninety-five consecutive weeks of inflows to US funds that invest in leveraged loans made by banks came to an abrupt halt... How to boost your stock price? Fire employees USAT Barclays to get rid of 14,000 jobs this year AP Traders Scan Brains in Hunt for Profit-Enlarging Pill BL $1500 Google Glass costs under $80 in parts CNN Woman With Printer Shows the Digital Ease of Bogus Cash BL Commodities Update - China's commodity imports rebound Danske
An illustrated guide to why China’s housing bubble may finally be bursting - and what that means for the economy Quartz ECB is delighted by the splendid prospect of deflation Pritchard Carney Looks to Untested Tools as House Prices Boom BL HSBC expects lending controls to prevent house price bubble Guardian Bank director adds voice to fears that property bubble in and around London could wreck UK economy if market implodes PBOC forex spree hit yuan China Daily Rosenberg: Canadian dollar short positions look overdone FT Tapping fastest-growth art market CD
Look who’s calling for a rebound in Russian stocks... BL
Yellen Says “High Degree” of Accommodation Still Needed BL Testimony Einhorn Finds Dinner Chat With Bernanke “Frightening” BW Russell Closes Below 200-DMA BeSpoke Alhambra And the Band Played On Schiff Castles In The Air Sheehan Baker Fed’s Stein: Even Clearest Communications Won’t Stop Volatility WSJ NYT The Economic Cost of Crisis WSJ The 1 Percent Club: Why the Price of Entry Keeps Changing HP Smith The Coolidge Dollar NYS
Alibaba files for what may be biggest tech IPO Reuters Insight: Pimco's bad bets on emerging markets add to firm's troubles Reuters MStanley CEO Doesn't Believe More Bankers Should Have Gone To Jail For Financial Crisis R Damning Emails Show Google Cooperated With The NSA HP Hathaway - Einhorn, Singer, Klarman, Gold & Lunatic Policies King
German factory orders drop unexpectedly AP Bank may yet need to go nuclear to burst the housing bubble Guardian Bank of Japan minutes show uneasiness with wage-price gains Investing China's Still Playing Catch-Up WSJ (via Google) Purchasing-power data do not reflect an economy's size or clout China Property Slump Adds Danger to Local Finances BL Exports to China Start to Slow Chosun Chinese investors pump up overseas real estate purchases SD
Putin Eyes Ukrainian Arms Prize as Troops Build Up Along Border BL
Looking for Bubbles Grantham Media's Reporting of the Unemployment Rate - A Little Knowledge Can Be Dangerous Kasriel Balloon Dog (Orange) Price You Gotta Have Heart Saut The New Nature of Work G. Long Research US: How tight is the US labour market? Danske A century of corporate America leverage VOX Small is not just beautiful, but essential Hutchinson OECD Economic Outlook, Volume 2014 Issue 1 OECD You’re not Buffett: Why investors should watch out for fear and greed in theĀ market FP
Is There a Biotech Bubble? Outside The Box Einhorn Plays Athenahealth for Laughs and Decimates Its Shares BW DOJ Pushing Credit Suisse To Plead Guilty To Aiding Tax Evasion HP €Too big to jail’ video from Eric Holder MW Three Investment Bankers Buoy Goldman Sachs as Trading Sinks BL How Big a Deal Was BofA's $4 Billion Mistake? Weil So what if stocks are rigged Jaffe 1,000 ounces of gold recovered from sunken ship AP This 62-year old whiskey has a price tag of $25,000 CNBC
China's Q1 service trade surges China Daily China’s Property Bubble Has Already Popped, Report Says WSJ Shanghai new home sales slip to 11-week low SD China is Still Number Two Frankel Britain's Economic Recovery Is Not A Sign That Austerity Works Summers Draghi Grapples With Money Markets Showing Revival Too Soon BL Asia high-yield to come under pressure Finance Asia London Enjoys Record-Setting $237 Million Penthouse Sale WPC Creditors back for 4th Cyprus bailout review AP Trans-Atlantic Supplicant: Merkel Chooses Unity over NSA Truth Spiegel
Ukraine Unrest Intensifies as Toll Rises From Offensive BL James Grant Makes Long Case for Gazprom WSJ As Ukraine crisis deepens, risk-off mood grows CNBC
The Future is Now Hussman Can’t Find Enough 30-Year Treasuries to Buy? Here’s Why BL Bubble talk catches fire among big-money pros CNBC Bursting the bubble on bubbles Samuelson Dollar stifled by weak labor force participation CNBC When Stocks and Bonds Disagree RB Smith - Keen Fed will likely end bond buys in October: Fisher Reuters EB IMM positioning: Investors unwind net AUD longs Danske
Berkshire Weekend, and an Era, End BL Oracle predicts problem in housing market Keenan Berkshire's Munger wants 1% to take pay cut CNN BofA Forgiven as Buffett Says “You Do the Best You Can” BL Icahn, Ackman: Our kind of activist investing isn't the bad-for-America-kind MW Nickel soars as Indonesia sales ban bites FT Hedge fund manager buys most expensive house in US CNBC
China Manufacturing Gauge Signals Risk of Deeper Slowdown BL China's Local Government Debt `Big Time Bomb': Tao BL China unleashes yuan bears, but can it cage them again? Reuters “Further depreciation of the renminbi (yuan) could feed on itself as domestic capital could start leaving China in search of higher returns and for diversification purposes." China IPO prospectus disclosures rise to 211 China Daily Over-invoicing of China’s Exports Down, Not Out WSJ China steps up bitcoin battle Finance Asia BOJ's Kuroda: Economists are wrong about Japan CNBC Portugal says it plans to exit bailout MW Deflation risks in euro zone very low: European Commission Reuters
Ukraine's largest bank suspends cash operations in east Reuters Central Bank Spending to Defend Ruble Falls Ninefold in April Moscow Times How Russia Inc. Moves Billions Offshore BL
The Global Week Ahead Scotia Serial Booms and Busts Noland Jeremy Grantham on Bubbles: 'I Am Sure It Will End Badly' WSJ A Yen For A Mortgage Mauldin (Video) A Classic Case of Early Bear-Market Buying EW Are the pros and the public now on the bubble bandwagon? April job boom is more like a bust Crudele 3 signs this market is in trouble MW The divergence between large- and small-cap stocks...is one of the largest over the last 35 years. The Last 2 Times This Happened, The Stock Market Crashed Investing Top Clinton Aides Blew a Chance to Avert the Financial Crisis BW About that jobs report...maybe it wasn't so great CNBC Embry: Hold onto Gold as “Currency Event” Likely Sprott Global Views Scotia Global Equity BMO Weekly Focus: ECB hesitates Danske 10-Year U.S. Treasury Yields: Far From 4% for Longer BMO New Gold in the Pipeline ZEAL
At Bank of America, a $4 Billion Wet Blanket on the Party Morgenson” 5 Things Buffett Said at Berkshire's Annual Meeting WSJ Icahn Criticizes Buffett on Coke Compensation Vote, Citing Piketty WSJ Berkshire quarterly profit hurt by winter weather, insurance Reuters 'Excluded' analyst's unanswered Buffett questions CNBC Ain't it grand: Detroit selling homes for just $1,000 FOX Gates isn't Microsoft's biggest shareholder CNN Value Emerges From China’s Long Bear Market WSJ Denmark mortgage bonds on cusp of 'crisis' FT Danish households are the most leveraged in the developed world...
Dozens die in Odessa, rebels down Ukraine helicopters Reuters
Payrolls in U.S. Rise by Most Since 2012, Unemployment at 6.3% BL CNN: Economists estimate it could take at least another two years until the job market returns to its pre-recession health Beware Of Misleading Monthly Economic Data Comstock Speculative fever is back to 2008, with compound interest Pritchard Cassandras Everywhere Slate The global economy is placid. So why are so many prognosticators convinced it’s on the verge of total collapse? Strategy: Markets treading water Danske Global Forecast Update - Momentum Shifts Scotia Bernanke Reflects on the Recent Crisis and Fed Response Brookings Consume Thyself Alhambra
Gold will fall before it rallies Hulbert The High-Stakes Fight Over How to Measure CEO Pay Fiscal Times The U.S. Is Even More Unequal Than You Realized HP How Canada's Flirtation With Selling Oil to China Went Sour BL How Billionaires Play Pickup Basketball Vanity Fair
Bank of England warns housing market boom may turn to crash Guardian Manufacturing produces small increase in April China Daily Why China matters to the world, in one chart MW London sets new record with 140 million pounds apartment sale Reuters Japan household spending hits four-decade high, wages key to outlook Reuters Ukraine bailout of $17bn approved by IMF who warns reforms are at risk Guardian Hubris Wrecks a Huge Hong Kong IPO AS Spanish, Italian, Irish Bond Yields Drop to Records BL Japan Prepares to Enter the Arms Market BW
'Danger signs are there' for credit bubble: Pro CNBC Banks aren't ready for a bond bear market- Krawcheck Reuters Why Market Bulls Should Hope Interest Rates Don't Rise STA The feud's over! Ackman, Icahn are friends again CNBC 10-Year Yield Flatlines BeSpoke Don't blame Fed for financial crisis: Greenspan CNBC 3D Printer Builds 10 Small Houses a Day for $5,000 Each Mish What to Watch in the Jobs Report BL
The Rise of Corporate Impunity ProPublica Why Only One Top Banker Went to Jail for the Financial Crisis NYT Life Imitates Novel as Wall Street Bets on Shipping Debt BL Silver Looks Like Gold as Slump Defies More Car-Part Use BL Russia Crushes the U.S. in Corporate Disclosure Quality BW ’Scale and Skill’: Why It’s Hard for Managed Funds to Beat the Indexers Wharton De-Risking Pensions in a Time of Tapering PIMCO The Government Lost A Ton Of Money Bailing Out GM HP CME mulls price fluctuation limits for gold, silver futures Reuters
China manufacturing growth weak in April AP China rejects sign it may soon be No. 1 economy AP The Return of the Renminbi Rant Roach China's Income-Inequality Gap Widens Beyond U.S. Levels BL Forcing the euro lower Lynn The Aftermath of the European Crisis: Where Are We Now? Brookings BOE May Have Long Wait for Real Wage Rise WSJ
Money wielded to help Ukraine and threaten Russia AP Ukraine Vows to Stanch Separatism as Militants Spread BL IMF says Russian economy already in recession AP |
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