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Strategies & Market Trends : Stock and Bond Market-Timing: Can it be Done? -- Ignore unavailable to you. Want to Upgrade?


To: BFree who wrote (58)1/17/2009 10:49:01 AM
From: joefromspringfield  Respond to of 3605
 
Bfree

I think you hit the nail on the head. Brinker's miss was based on inflated earnings estimates for the S&P 500 IMHO.
The validity of earnings estimates seem to be the Achilles heel of his timing model. If the estimates are out of whack there is no way his model can be accurate.