Don’t Fool Yourself — The Blue Wave Is Probably Real

 

On August 13, Ricochet member @bloodthirstyneocon shared a post about entitled “Nope, the Blue Wave Is a Myth.” The one datum pointed to in that post was the Real Clear Politics average of generic ballot polls which showed the Democratic advantage at a mere 3.9 points. The prevailing wisdom (as cited in the post) is that Democrats need a seven point advantage to retake the house, due to factors including gerrymandering and “wasted votes” in Democratically dominated urban areas.

August 13 was about the only time anyone could make that point, because there were two times this year that the Democratic advantage dipped that low, and one of them was on August 13. It immediately rebounded. So if you were pinning your hopes on something other than a blue wave to that one datum, you should know that the current RCP average is D +8.9.

However, the RCP average is not the only thing pointing to a blue wave.

The website FiveThirtyEight recently released their congressional forecast model which looks at all 435 congressional district. It’s … very complex. (If you want to hear Nate Silver explain how it works, you can find that here, and they made some changes which they talk about here.) They actually have several models that look at a whole slew of factors, including polls, weighted based on history. But since there aren’t quality unbiased polls for most districts, they do rely on other data.

So what does their model show?

Currently they give Republicans a 25.7% chance of keeping control of the house, or, as they phrase it, one in four. They give Democrats a three in four chance of keeping control.

If you’re curious about their forecast for your particular district, you can find that here. Since they launched their model a couple of weeks ago, those numbers have remained stead, as has their estimate of the popular vote margin, which they estimate at D +7.8.

Traditionally, the party that controls the White House loses seats in the midterms. It’s happened in almost every midterm year going back at least half a century. It happened in 2010. It happened in 2006. It happened in 1994. (The exception was 2002, which took place a 14 months after 9/11.)

Let’s look at 2010. That year, if we look at President Obama’s job approval rating for this week (8/30-9/5), it was 45 percent approve, 47 percent disapprove. On Election Day, it was the same, 45-47. Democrats lost 63 House seats that year.

For comparison purpose, Gallup currently has President Trump at 41 approve, 53 disapprove. That is in line with FiveThirtyEight that has Trump’s numbers to be 40.3-54.4 and RCP which shows at 41.8 to 54.0. In other words, Donald Trump is dramatically more unpopular than Barack Obama was at this point in their respective midterm cycles.

Is this set in stone? Could things change? Sure. A lot can happen in two months, and FiveThirtyEight still gives the GOP a one in four chance of holding onto the house. Weird stuff can and does happen in politics.

But if you think the Blue Wave is a myth, with all due respect, you’re deluding yourself. This isn’t a media creation. This isn’t a deep state conspiracy. This isn’t Democratic propaganda. There is data that strongly points to a victory for Democrats on November 6.

Addendum

Here are a few responses to common objections:

Yeah, yeah, but all the polls said Trump wouldn’t win either.

I know that’s what some Trump supporters claim, but it doesn’t apply to everyone. FiveThirtyEight still has their 2016 election page up. You can look at it for yourself. They gave Trump a 28.6 percent chance of winning. Not zero percent, not 10 percent, 28.6. What they’ll tell you is that they took crap from people before election day for having it that high, but it was what their model predicted.

All these polls are biased against Republicans.

Not all pollsters are created equal. There are polling outfits that lean toward Democrats and there are some that lean towards Republican. But the incentive structure in polling favors accuracy. If you’re interested in the quality of pollsters, their predictive values, and how they lean, FiveThirtyEight keeps a list of pollster ratings.

Isn’t it interesting that it swung from D+4 to D+11 in one poll!

Yeah. That’s why we look at the rolling average. An individual poll is going to vary. The rolling average smooths that out.

This poll is imperfect because of X! I disagree with its methodology.

All polls are imperfect. That’s why we take an average, and look at it over time. That mitigates the imperfections of individual polls.

You’re only talking about this because the RCP average shows a high Democratic advantage right now.

It has consistently showed a large Democratic advantage. The aberration, the cherry pick, would be to post about it when it’s at the second lowest point of the year.

You’re clearly rooting for the Democrats!

Whether I am or I’m not is completely irrelevant to what the RCP average is or what the FiveThirtyEight model says.

You’re so blinded by hatred of Trump that…

That’s not an argument. Again, whether I am or I’m not is completely irrelevant to what the RCP average is or what the FiveThirtyEight model says.

All polling is all broken.

It’s really not though. When it’s done well and used in the correct way, it’s actually a very useful tool. Even in 2016, well done polls were pretty accurate.

A lot of Trump supporters refuse to talk to pollsters. We’re too busy living our lives.

That would be interesting … if there was any data to back it up. (Note: the plural of “anecdote” is not “data.”) I’ve heard Republicans trot this chestnut out to explain inconvenient polls for at least 25 years. Not for nothing, but the idea of shy Trump supporters seems … odd to me. If you think Trump supporters are too busy to share their opinions, obviously you’re not on Twitter.

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  1. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    Jon1979 (View Comment):

    OccupantCDN (View Comment):

    I agree that there maybe a blue wave coming in November. However it may wash ashore on a futile beach.

    What I mean is, that the seats that democrats normally win by 10 points, they’ll win by 25, but the republican seats located in fly-over country are relatively safe.

    270 to win house election map has only 29 competitive seats in the house. 204 Seats are likely republican and 202 are likely democrat. I frankly dont see the democrats winning a majority of those seats – especially those seats located away from their power centers.

    At the end of the election cycle, the democrats will whine that they got more votes than the republicans, but fewer seats. How is that fair? How about they assign electoral college votes by congressional district instead of by state? (with 2 votes going to the winner of the state) Every state would then become a battle ground state in every election.

    That’s the system in Nebraska and Maine and that’s actually fair, because it maintains the small states’ added clout due to each state having two electoral votes because of their Senate seats. You can allow the electoral votes based on each state’s proportional House seats to go to the candidate who wins that House district, but IIRC, if all 50 states had that in place in 2016, it would have done nothing to alter the election outcome, and that’s not what the Democrats want.

    Sssshhh!

    It would however have changed the outcome of the elections of 2008 and 2012. I thought Maine and Nebraska only gave 1 vote to the winner of the state? … No I see its 2… Never mind.

    • #61
  2. Jon1979 Inactive
    Jon1979
    @Jon1979

    OccupantCDN (View Comment):

    Jon1979 (View Comment):

    OccupantCDN (View Comment):

    I agree that there maybe a blue wave coming in November. However it may wash ashore on a futile beach.

    What I mean is, that the seats that democrats normally win by 10 points, they’ll win by 25, but the republican seats located in fly-over country are relatively safe.

    270 to win house election map has only 29 competitive seats in the house. 204 Seats are likely republican and 202 are likely democrat. I frankly dont see the democrats winning a majority of those seats – especially those seats located away from their power centers.

    At the end of the election cycle, the democrats will whine that they got more votes than the republicans, but fewer seats. How is that fair? How about they assign electoral college votes by congressional district instead of by state? (with 2 votes going to the winner of the state) Every state would then become a battle ground state in every election.

    That’s the system in Nebraska and Maine and that’s actually fair, because it maintains the small states’ added clout due to each state having two electoral votes because of their Senate seats. You can allow the electoral votes based on each state’s proportional House seats to go to the candidate who wins that House district, but IIRC, if all 50 states had that in place in 2016, it would have done nothing to alter the election outcome, and that’s not what the Democrats want.

    Sssshhh!

    It would however have changed the outcome of the elections of 2008 and 2012. I thought Maine and Nebraska only gave 1 vote to the winner of the state?

    Making a fast trip through the Interwebs to double-check, it is two votes based on the Senators that go to the overall vote winner, while the House district electoral votes are divvied up based on the winner in each individual district.

    • #62
  3. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    JoelB (View Comment):

    I hope you are wrong Fred, but so far you are the only one that has brought any numbers to the game today. Either way, I’m not losing sleep over it. It will be a dull election year if things don’t get more interesting in October. I do appreciate your talent for stirring the pot and poking sticks in hornets nests.

    Nope, I brought plenty of numbers:  4.2% and 4.1% economic growth in Q2 and Q3 respectively and good  right track wrong track numbers(wrong track + 15.2%). I’ve brought numbers and theory into this debate. Fred brings only an RCP snapshot, numbers from a prognosticator who was spectacularly wrong in 2016, and no theory about how identity politics beats a stellar economy on Election Day. His analysis is lazy and conventional. I look forward to calling him out in a triumphant post the day after Election Day the way he just called me out. 

    • #63
  4. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    Hoyacon (View Comment):

    Assuming that this isn’t about Trump “destroying the Republican Party,” I don’t have an objection. Obama’s first off-year election cost the Democrats 63 seats. Although I don’t remember talk of a red wave, this is all about context. And there’s your most relevant/recent context. If the Republicans somehow hold the House, that’s a major win.

    Obama 2010 proves nothing about 2018. The electorate liked Obama and hated his policies. Since he wasn’t on the ballot in 2010, they voted against the not quite as likable people who passed his awful policies. 

    2018 is the bizarro-Obama year. Voters don’t like Trump, but they like Trump’s policies, and they really like the results of them. Hence, they will let the people who passed those policies keep the House majority.   

    • #64
  5. Fred Cole Inactive
    Fred Cole
    @FredCole

    blood thirsty neocon (View Comment):
    Voters don’t like Trump, but they like Trump’s policies, and they really like the results of them. Hence, they will let the people who passed those policies keep the House majority.

    What’s your basis for saying Trump’s policies are popular? 

    • #65
  6. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    Fred Cole (View Comment):

    blood thirsty neocon (View Comment):
    Voters don’t like Trump, but they like Trump’s policies, and they really like the results of them. Hence, they will let the people who passed those policies keep the House majority.

    What’s your basis for saying Trump’s policies are popular?

    Right track wrong track is as good as it’s been in a long time. That is driven by how happy people are with the current situation of the country, not the popularity of any given policy. Also, the tax law is only underwater by 5. That’s much better than Obamacare was at this time 8 years ago.

    • #66
  7. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    Fred Cole (View Comment):

    blood thirsty neocon (View Comment):
    Voters don’t like Trump, but they like Trump’s policies, and they really like the results of them. Hence, they will let the people who passed those policies keep the House majority.

    What’s your basis for saying Trump’s policies are popular?

    right track/wrong track.

    Obama was aberration, normally incumbents loose when they’re viewed as being on the wrong track. Obama’s voters however didnt care. The virtue of having a black president trumped all other considerations.

     

    • #67
  8. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    Also Trump’s approval on the key economic issue Approve +7.7%. Is there another issue you’d rather be well above water on?

    • #68
  9. Fred Cole Inactive
    Fred Cole
    @FredCole

    blood thirsty neocon (View Comment):

    Fred Cole (View Comment):

    What’s your basis for saying Trump’s policies are popular?

    Right track wrong track is as good as it’s been in a long time. That is driven by how happy people are with the current situation of the country, not the popularity of any given policy. Also, the tax law is only underwater by 5. That’s much better than Obamacare was at this time 8 years ago.

    Okay, so Trump’s policies are popular because the tax law is only underwater by 5 points and the right track-wrong track is underwater by only 15?

    • #69
  10. Hoyacon Member
    Hoyacon
    @Hoyacon

    blood thirsty neocon (View Comment):

    Hoyacon (View Comment):

    Assuming that this isn’t about Trump “destroying the Republican Party,” I don’t have an objection. Obama’s first off-year election cost the Democrats 63 seats. Although I don’t remember talk of a red wave, this is all about context. And there’s your most relevant/recent context. If the Republicans somehow hold the House, that’s a major win.

    Obama 2010 proves nothing about 2018. The electorate liked Obama and hated his policies. Since he wasn’t on the ballot in 2010, they voted against the not quite as likable people who passed his awful policies.

    That’s speculation, and to say it “proves nothing” is an overstatement.  There are other instances of off-year elections working against the party in the White House.  I don’t have an opinion on your points v. Fred’s, but let’s not ignore the fact that off year elections frequently work against the party in the White House.  The electorate is fickle.

    • #70
  11. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    Fred Cole (View Comment):

    blood thirsty neocon (View Comment):

    Fred Cole (View Comment):

    What’s your basis for saying Trump’s policies are popular?

    Right track wrong track is as good as it’s been in a long time. That is driven by how happy people are with the current situation of the country, not the popularity of any given policy. Also, the tax law is only underwater by 5. That’s much better than Obamacare was at this time 8 years ago.

    Okay, so Trump’s policies are popular because the tax law is only underwater by 5 points and the right track-wrong track is underwater by only 15?

    A little context is in order. Democrats told America that they wouldn’t even be getting a tax cut. The voters know they were lying. It’s amazing that the law is just barely underwater, given the relentless media campaign against it. On right track-wrong track, for the vast majority of the Obama Administration it was much worse than Wrong Track +15. Historically speaking, the current number is very good.

    • #71
  12. Gary McVey Contributor
    Gary McVey
    @GaryMcVey

    blood thirsty neocon (View Comment):

    Hoyacon (View Comment):

    Assuming that this isn’t about Trump “destroying the Republican Party,” I don’t have an objection. Obama’s first off-year election cost the Democrats 63 seats. Although I don’t remember talk of a red wave, this is all about context. And there’s your most relevant/recent context. If the Republicans somehow hold the House, that’s a major win.

    Obama 2010 proves nothing about 2018. The electorate liked Obama and hated his policies. Since he wasn’t on the ballot in 2010, they voted against the not quite as likable people who passed his awful policies.

    2018 is the bizarro-Obama year. Voters don’t like Trump, but they like Trump’s policies, and they really like the results of them. Hence, they will let the people who passed those policies keep the House majority.

    I agree with this. One complication, though, is the unusually high number of GOP retirements, depriving the party of some of the normal power of incumbency. Most of Trump’s policies are popular, if we stipulate that popular in a 50/50 nation isn’t what it used to be. On trade/globalism, entitlements, and immigration he’s got the plurality with him. Relatively few people read Foreign Policy magazine, so the foreign policy events aren’t a coalition-splitting controversy and some are popular. He’s managed to deftly convince the SoCons that he’s a pal while doing very little that would piss off the rest of us.

    Blood Thirsty Neocon is also, I think, onto something that a lot of conservatives have trouble seeing: that even independents, moderates, and disillusioned, disappointed Democrats who voted Republican because they disliked Obama-era policies did not outright hate Obama with the fury of a thousand suns that was on every site of the rightwebs from January 21, 2009 on. They liked him as a figurehead, as an articulate national spokesperson, and it drives us crazy to this day because we see it as tolerating his policies. Bluntly, by 2011 a lot of us got out of touch with public opinion, whether we liked it or not.

    You know who did that, bigger time? The liberals. They could not get, could not accept that even people who didn’t think Iran/Contra was a work of genius still thought Reagan was a dignified, admirable man. They hated him, and to this day it makes them grumble.

    In both cases, they were greatly helped by the perception, real, exaggerated, or some of both, that their predecessor was one of the worst, weakest presidents in living memory, and they were performing a clean up job that was bound to be messy at times.

    • #72
  13. Boss Mongo Member
    Boss Mongo
    @BossMongo

    Fred Cole (View Comment):

    blood thirsty neocon (View Comment):
    Voters don’t like Trump, but they like Trump’s policies, and they really like the results of them. Hence, they will let the people who passed those policies keep the House majority.

    What’s your basis for saying Trump’s policies are popular?

    I, personally–vice BTN–have no basis.  You going to wager?

    • #73
  14. Boss Mongo Member
    Boss Mongo
    @BossMongo

    Fred Cole (View Comment):

    blood thirsty neocon (View Comment):

    Fred Cole (View Comment):

    What’s your basis for saying Trump’s policies are popular?

    Right track wrong track is as good as it’s been in a long time. That is driven by how happy people are with the current situation of the country, not the popularity of any given policy. Also, the tax law is only underwater by 5. That’s much better than Obamacare was at this time 8 years ago.

    Okay, so Trump’s policies are popular because the tax law is only underwater by 5 points and the right track-wrong track is underwater by only 15?

    Sounds like a sure thing, on you’re part.  You gonna wager?

    • #74
  15. Fake John/Jane Galt Coolidge
    Fake John/Jane Galt
    @FakeJohnJaneGalt

    Fred Cole (View Comment):

    Fake John/Jane Galt (View Comment):

    At this point I sort of view election polls as more push polls than actual “truth”. They are about pushing a narratives and shaping the public’s views. They are designed to feed the people wanting the polls (media) so they can tell the populace what they should do. Later they will sort of “tighten” as they start to reflect a true reading so the polling companies can keep their reputation up and sell their services down the road.

    Sure. So if someone was designing polls to honestly gather information about the state of public sentiment, as opposed to push some narrative, how would it look different?

    Who knows.  It would be nice if somebody tried.  Most likely pundits and MSM would not buy into it since they would not report “news” as they want.  Others would dismiss them as outliers.  You have to understand that a good part of this is entertainment and advertising.  Nobody really wants the truth.  They want people to buy what they are selling.  

    • #75
  16. DrewInWisconsin Member
    DrewInWisconsin
    @DrewInWisconsin

    Fake John/Jane Galt (View Comment):

    Nobody really wants the truth. They want people to buy what they are selling.

    So it is here, too. “Contrarianism for ¢li¢k$.”

    • #76
  17. Hugh Inactive
    Hugh
    @Hugh

    I am inclined to disregard a significant percentage of the analysis.  In the past few years there have been a number of significant fails in this regard.  i would prefer to just wait and see.  

    • #77
  18. Hugh Inactive
    Hugh
    @Hugh

    Oh and Fred i know that you will respond with “link please” so here you go:

    • #78
  19. Saint Augustine Member
    Saint Augustine
    @SaintAugustine

    OccupantCDN (View Comment):

    I agree that there maybe a blue wave coming in November. However it may wash ashore on a futile beach.

    What I mean is, that the seats that democrats normally win by 10 points, they’ll win by 25, but the republican seats located in fly-over country are relatively safe.

    270 to win house election map has only 29 competitive seats in the house. 204 Seats are likely republican and 202 are likely democrat. I frankly dont see the democrats winning a majority of those seats – especially those seats located away from their power centers.

    At the end of the election cycle, the democrats will whine that they got more votes than the republicans, but fewer seats. How is that fair? How about they assign electoral college votes by congressional district instead of by state? (with 2 votes going to the winner of the state) Every state would then become a battle ground state in every election.

    Is this a result of the Big Sort?

    And does this mean that the most sustainable path to political victory is having lots of babies?

    • #79
  20. Henry Racette Member
    Henry Racette
    @HenryRacette

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    • #80
  21. Gary McVey Contributor
    Gary McVey
    @GaryMcVey

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Provided the babies grow up agreeing with us. That’s not a given. 

    • #81
  22. Saint Augustine Member
    Saint Augustine
    @SaintAugustine

    Gary McVey (View Comment):

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Provided the babies grow up agreeing with us. That’s not a given.

    It’s true.  Have the babies, keep the families together, keep the churches solid, get the kids a decent education–i.e., not an education consisting largely of leftist propaganda.

    • #82
  23. Henry Racette Member
    Henry Racette
    @HenryRacette

    Gary McVey (View Comment):

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Provided the babies grow up agreeing with us. That’s not a given.

    It’s almost certain that they won’t, at least not at first. But it’s the best shot we’ve got.

    • #83
  24. Saint Augustine Member
    Saint Augustine
    @SaintAugustine

    Henry Racette (View Comment):

    Gary McVey (View Comment):

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Provided the babies grow up agreeing with us. That’s not a given.

    It’s almost certain that they won’t, at least not at first. But it’s the best shot we’ve got.

    “Train up a child in the way he should go . . . .”

    • #84
  25. Saint Augustine Member
    Saint Augustine
    @SaintAugustine

    Henry Racette (View Comment):

    Gary McVey (View Comment):

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Provided the babies grow up agreeing with us. That’s not a given.

    It’s almost certain that they won’t, at least not at first.

    Yes, they’re born making all sorts of leftist errors.

    • #85
  26. Henry Racette Member
    Henry Racette
    @HenryRacette

    Saint Augustine (View Comment):

    Henry Racette (View Comment):

    Gary McVey (View Comment):

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Provided the babies grow up agreeing with us. That’s not a given.

    It’s almost certain that they won’t, at least not at first. But it’s the best shot we’ve got.

    “Train up a child in the way he should go . . . .”

    Exactly. And I’ve always wondered if the “and when they are old” part implies that we can’t depend on them to go the way we want when they are young, but that we can hope for the best as they grow older.

    • #86
  27. Jager Coolidge
    Jager
    @Jager

    Fred Cole (View Comment):

    blood thirsty neocon (View Comment):

    Fred Cole (View Comment):

    What’s your basis for saying Trump’s policies are popular?

    Right track wrong track is as good as it’s been in a long time. That is driven by how happy people are with the current situation of the country, not the popularity of any given policy. Also, the tax law is only underwater by 5. That’s much better than Obamacare was at this time 8 years ago.

    Okay, so Trump’s policies are popular because the tax law is only underwater by 5 points and the right track-wrong track is underwater by only 15?

    Yeah, only negative 15 is a good number. You started this with RCP data. Look at that same data for this question. A positive number is the last several years is a outlier. It is often-25 to – 40. 

     

    • #87
  28. thelonious Member
    thelonious
    @thelonious

    blood thirsty neocon (View Comment):

    Also Trump’s approval on the key economic issue Approve +7.7%. Is there another issue you’d rather be well above water on?

    You keep mentioning the booming economy. Why doesn’t that translate to higher approval ratings for Trump?  His approval ratings have never been above 50%.  Normally with a healthy economy a presidents rating is above 60%.

    • #88
  29. Saint Augustine Member
    Saint Augustine
    @SaintAugustine

    Henry Racette (View Comment):

    Saint Augustine (View Comment):
    And does this mean that the most sustainable path to political victory is having lots of babies?

    I think the most sustainable path to every kind of victory is to have lots of babies. We’re talking the long game, of course.

    Well, there’s also adoption. The world could use more of that anyway.

    • #89
  30. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    The CBS Battleground tracking poll has control of the House basically a tossup. Oh, and it also has the tax law with a 31% plurality of support (42% said not much impact so far). But as I said, looking at a snapshot doesn’t tell you that much. Which way is the narrative going? Yeah, that matters. For example, is Q3 economic growth gonna be stellar (probably)? Will strong job growth continue? Fed Chairman Powell seems to think so. 4.1% was a huge number when it came out. It got huge media coverage. The media’s gonna have a hard time covering a similar number up right before the midterm elections.

    • #90
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