I mentioned the obvious reason why I don't time the other day (that reason being that I don't do it well).
But even if I COULD time, it wouldn't do me much good, because my model tends to lead the market.
That is, I sometimes find myself gasping like the canary in the coal mine.
Today I got slammed, and slammed hard.
Anecdotally, then, we may get a little dip here.
Keep in mind that this is just an anecdote, but it's been true in the past...