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What do you get when you mix two Japanese nationals with some fake US government bonds, a slow train to Switzerland and members of the Italian financial guard?
The answer is a $134bn (£82bn; 97bn euros) conspiracy theory which has fired up a whole realm of financial bloggers on the internet.
But then this is a story which does have the ring of a John Le Carre novel.
It begins with two 50-year-old Japanese men being stopped by Italy's Guardia di Finanza - the country's financial guard - on a train passing through Chiasso, a small border town between Italy and Switzerland.