Yeah, CR has been talking about that for a few years. Great stuff, he's one of the very, very few people who don't try to make numbers fit his preconceived ideas about how things should work or sell you a newsletter of stock picks. Truly impartial, truly geeky, and entertaining too.
Plus, he admits when he's wrong, exhaustively shows how and why he blew a prediction, and can laugh at himself.
-W