Not quite accurate in terms of timing, he says, but he does say that the population is aging, and eventually the whole country will look like Florida.

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Obviously, I could go into and out of these stocks based on my assessment of market conditions, but even if my timing is reasonably accurate, the drain from dealing with even reasonable low-price-stock spreads can add up.

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His timing may prove very accurate.

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But it certainly looks like the timing of the OMGPOP guys was supernaturally accurate.

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Investors also made a big bet against European stocks last year and that region finished ahead of all other regions, including the U.S. And when it comes to timing the U.S. stock market, the experts are less accurate than a coin flip.

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The rap on the most accurate earnings estimators is that they tend to be Excel jockeys, more adept at spreadsheets than market-timing heroics.

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