> If market's haven't adjusted for this long, then i'm going to say our assessment of the situation and conclusions are incomplete in some major way When pres

> If market's haven't adjusted for this long, then i'm going to say our assessment of the situation and conclusions are incomplete in some major way When presented with a conflict between your hypothesis and your data, you have (at least) two options: (a) reject the hypothesis (b) posit some hidden data that supports the hypothesis after all