@zerohedge
@zerohedge zerohedge

zerohedge's neighborhood vibes:

Slurs & ToS Breaches Nazi Dogwhistles Antisemitism Transphobia Anti-Blackness Homophobia Asian Hate Proud Boys Patriot Front Liminal Order
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zerohedge @zerohedge
The Jackson Hole dovish pivot will be glorious. record 10bps of rate cuts in Q1 2023 pricing in as of this morning, and rising.

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zerohedge @zerohedge
Everyone looks at the month-ahead nat gas and electricity price in Europe. They should focus on the year ahead.

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zerohedge @zerohedge
*S&P 500 CAPS FIRST-HALF PLUNGE OF 21%, WORST SINCE 1970 *NASDAQ 100 FINISHES FIRST HALF DOWN 30%, MOST SINCE 2002 *TESLA QUARTER IS WORST EVER; AMAZON DROP IS DEEPEST SINCE 2001

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zerohedge @zerohedge
Market Staring Down The Abyss Of Contraction https://www.zerohedge.com/markets/market-starting-down-abyss-contraction

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zerohedge @zerohedge
NFP: big data estimates based on Google Mobility and Census Small Household Business Pulse, suggest a print of -4.6 million and -3.8 million, respectively: GS

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zerohedge @zerohedge
STIR desks aren't sexy but the real crash today was here

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zerohedge @zerohedge
done deal - the countdown has begun

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zerohedge @zerohedge
For those wondering where all the upside for tech companies over the past two years came from, here is the answer.

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zerohedge @zerohedge
cross-asset vol

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zerohedge @zerohedge
Growth not so much

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zerohedge @zerohedge
AMZN total employees +140K to 1.608 million

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zerohedge @zerohedge
Saved by AWS

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zerohedge @zerohedge
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zerohedge @zerohedge
Liquidity resumes slide

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zerohedge @zerohedge
Why TSLA is up

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zerohedge @zerohedge
Retail going apeshit today

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zerohedge @zerohedge
Now that's a move

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zerohedge @zerohedge
MS Adam Jonas says "Tesla revenues to be larger than GM + Ford (combined) by 2027"

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zerohedge @zerohedge
Update: nothing is down in price

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zerohedge @zerohedge
New export orders collapsed

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zerohedge @zerohedge
GOOGL hit an all time high and FB crashed. If only there were signs...

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zerohedge @zerohedge
Only $7.7 trillion in global negative yielding debt left

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zerohedge @zerohedge
Meanwhile in Turkey...

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zerohedge @zerohedge
Wall Street "research": NFLX coverage yesterday and today

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zerohedge @zerohedge
No liquidity

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zerohedge @zerohedge
Option markets are pricing in 80% odds of 3%+ inflation over 5 years

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zerohedge @zerohedge
Thanksgiving Turkey price

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zerohedge @zerohedge
Hedge Funds Most Net Short Ultra Bonds Since March 2020: CFTC Aaaaaand cue the pic

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zerohedge @zerohedge
Will Saule Omarova be confirmed as Comptroller of the Currency by Jan. 31? (Spoiler alert: No)

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zerohedge @zerohedge
An all-time high of 86 container ships were waiting offshore of Los Angeles and Long Beach on Tuesday, according to the Marine Exchange.

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zerohedge @zerohedge
China property vs non-property junk bond spreads

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zerohedge @zerohedge
Covid testing in Austria spiked in the past three weeks heading into today's lockdown

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zerohedge @zerohedge
*TWO SENATORS: FED'S POWELL REFUSES TO RECOGNIZE CLIMATE CHANGE

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zerohedge @zerohedge
Dear @PDChina why did you delete your tweet praising the Lancet's "refutation" that covid emerged in the Wuhan Lab?

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zerohedge @zerohedge
We live in a banana world where this is a legitimate question

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zerohedge @zerohedge
When Bills (0.04%) trade rich to the reserve risk free rate (RRP 0.05%), isn't that effectively NIRP

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zerohedge @zerohedge
Still not transitory

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zerohedge @zerohedge
new covid cases have decoupled from hospitalizations and deaths

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zerohedge @zerohedge
*DIDI SHARES CLOSE DOWN 4.6%, BRINGING 3-DAY DECLINE TO 27%

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zerohedge @zerohedge
Biden meets the PPT and...

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zerohedge @zerohedge
Annualized core inflation

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zerohedge @zerohedge
MUDRICK CAPITAL LOSES 10% ON AMC TRADES: DJ

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zerohedge @zerohedge
YTD budget deficit $2.1TN

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zerohedge @zerohedge
personal income with and without government transfers

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zerohedge @zerohedge
Real hourly earnings (adjusted for inflation) lowest this century

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zerohedge @zerohedge
For those shocked by used car prices, here is the source, and it's going even higher https://publish.manheim.com/en/services/consulting/used-vehicle-value-index.html

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zerohedge @zerohedge
Weekly claims change by state

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zerohedge @zerohedge
15.3 million total claims recipients

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zerohedge @zerohedge
This just out from BofA (using the bank's card spending data as source): May retail sales dump dead ahead

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zerohedge @zerohedge
ECB hikes inflation forecasts for 2021 and 2022; keeps 2023 unch

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zerohedge @zerohedge
Used car CPI

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zerohedge @zerohedge
Rent/Shelter has a long way to go

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zerohedge @zerohedge
ECB : virtually no changes from April statement

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zerohedge @zerohedge
It's time for another headline out of China that this time, THIS TIME, China will really destroy, crush, steamroll bitcoin for real

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zerohedge @zerohedge
Hi @peterdaszak do you still not understand how gain of function research "could have any relevance to COVID-19"

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zerohedge @zerohedge
hi @peterdaszak are you still "Ridin' with Biden"?

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zerohedge @zerohedge
Hi @peterdaszak when you say you stand with @WHO do you mean you stand with China?

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zerohedge @zerohedge
Hi @peterdaszak do you still believe that the lab origin is a conspiracy theory and that people who read about it are "more likely to believe anti-mask messaging."

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zerohedge @zerohedge
Hi @peterdaszak is the lab origin still "pure baloney put out by internet conspiracists"

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zerohedge @zerohedge
Hi @peterdaszak is the "lab origin" still a "paranoid" QAnon conspiracy theory?

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zerohedge @zerohedge
Dear @peterdaszak you please elaborate who is "Zhengli"?

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zerohedge @zerohedge
Was it something we said?
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zerohedge @zerohedge
80% of Americans 65 and older have received at least one vaccine dose.

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zerohedge @zerohedge
Goldman adding bitcoin to its YTD asset returns has shortened the lifespan of the average PM by about 10 years

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zerohedge @zerohedge
Who is most exposed to Brexit

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zerohedge @zerohedge
https://lmgtfy.app/?q=what+is+gore+tex+made+of
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zerohedge @zerohedge
fallen angels

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zerohedge @zerohedge
global credit creation

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zerohedge @zerohedge
ECB sees inflation rising to just 1.4% in 2023

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zerohedge @zerohedge
Used car bubble popping

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zerohedge @zerohedge
How disconnected is CPI from reality: Shelter inflation prints 1.9% Y/Y, lowest since Dec 2011 despite record, and soaring home prices.

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zerohedge @zerohedge
Gundlach on marginal utility of debt

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zerohedge @zerohedge
Gundlach: "there is no end in sight to US public debt"

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zerohedge @zerohedge
Gundlach: "I drew the graphics to today's presentation" -

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zerohedge @zerohedge
The California dilemma: stay at home without electricity, or leave and be arrested

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zerohedge @zerohedge
One of BofA's "surprises" for 2021 is that climate reformers let nuclear energy join the party

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zerohedge @zerohedge
Retail favorites up 85% YTD; hedge funds up 5%. Gotta hand it to the Fed: it is taking from billionaires and giving to 13 year olds

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zerohedge @zerohedge
Yuan fast approaching levels of 2015 devaluation. Then it gets interesting

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zerohedge @zerohedge
Some 1st year analyst worked really hard on this excel

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zerohedge @zerohedge
Japan wages since 2017: pretty clear why Abe wanted to get the hell out

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zerohedge @zerohedge
Most Student Debt is Held by Middle- and Upper-Income Households With a Graduate or Professional Degree

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zerohedge @zerohedge
if we get reflation, what happens to the $17 trillion in negative yielding debt.

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zerohedge @zerohedge
Another day, another record low "high" yield: average YTW on BBG Barclays junk bond index drops to 4.38%, lowest ever

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zerohedge @zerohedge
The top consensus trades heading into 2021, according to JPMorgan

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zerohedge @zerohedge
So much for the border: Canada catching up to "big sky" states

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zerohedge @zerohedge
northeast cases

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zerohedge @zerohedge
Who is buying Treasuries (excluding the Fed which was and will be the biggest buyer)

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zerohedge @zerohedge
Still hilarious that hedge funds have done so poorly in 2020, Goldman removed them from its market performance matrix: compare latest to Aug 2020

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zerohedge @zerohedge
The great rotation from growth to value will be smooth and painless

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zerohedge @zerohedge
new cases peaked in Europe and US

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zerohedge @zerohedge
Put/call ratio hits 10 year low

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zerohedge @zerohedge
Most shorted YTD = 3x S&P500 Do the opposite of Wall Street consensus and retire in a few years

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zerohedge @zerohedge
KASHKARI: FED HAS POWERFUL TOOLS TO CURB TOO-HIGH INFLATION here's a tool

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zerohedge @zerohedge
Biggest miss to expectations since March

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zerohedge @zerohedge
plungefest

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zerohedge @zerohedge
Pelosi statement on call with Mnuchin

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zerohedge @zerohedge
vaccine candidate summary

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zerohedge @zerohedge
Not looking good for Friday's payroll reports: should send S&P to 3,800

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zerohedge @zerohedge
Yellen: I Don't See a Financial Crisis Occurring 'In Our Lifetimes' https://www.usnews.com/news/articles/2017-06-27/janet-yellen-i-dont-see-a-financial-crisis-in-our-lifetimes

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zerohedge @zerohedge
The covid circle

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zerohedge @zerohedge
Once again, the best strategy for a broken, incoherent market is to go long the most shorted stocks: double digit alpha 6 of the past 7 years https://www.zerohedge.com/news/2019-08-04/going-against-wall-street-crowd-most-profitable-5-years

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zerohedge @zerohedge
This is what 13-year-old traders are going all-in using calls

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zerohedge @zerohedge
Dear @JanetYellen. Thoughts?

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zerohedge @zerohedge
IMF really rubbing it in

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zerohedge @zerohedge
*TURKEY DECLARES CURFEW BETWEEN 9PM AND 5AM ON WEEKDAYS "The virus mostly comes out at night. Mostly."

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zerohedge @zerohedge
Contrary to false media reports, bitcoin 30-day vol is surprisingly low

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zerohedge @zerohedge
airline travel

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zerohedge @zerohedge
Best investment advice in the past 3 years

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zerohedge @zerohedge
Value of all financial assets

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zerohedge @zerohedge
NKLA shorts crushed

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zerohedge @zerohedge
Here's why Janet Yellen is in charge of the Treasury: she will inject $400BN more liquidity by August then the Fed https://www.zerohedge.com/markets/2021-liquidity-supernova-not-just-fed-us-treasury-will-unleash-13-trillion-liquidity-next

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zerohedge @zerohedge
The degree of Chinese "data" fabrication is staggering

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zerohedge @zerohedge
From Paul Tudor Jones

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zerohedge @zerohedge
Retail favorite stocks are up 80% YTD. Robinhooders outperforming hedge funds 20-to-1

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zerohedge @zerohedge
He is busy

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zerohedge @zerohedge
At this point it should be blindingly clear what happens next https://mastercardcontentexchange.com/newsroom/press-releases/2020/september/mastercard-launches-central-bank-digital-currencies-cbdcs-testing-platform/

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zerohedge @zerohedge
BofA charge offs and loss provisions

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zerohedge @zerohedge
Coronavirus update: total global cases now 7,811, up 1228% from a week ago

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Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
etc 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 98%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 96%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 59%
toons other 39%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
toons other 90%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 62%
tldr 37%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
tldr 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
etc 93%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
etc 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 99%

Copy image with current annotations Copied to clipboard!

Classifier 20221003165148
logos_flags_graphics 100%