Hope
They will figure out a reason after the event as usual.
It could be Congress shenanigans with doubts about tax bill or money for operation of government which is about to run out.
OR the other things you mention.
BUT as I said, the signals may not work immediately.
So far I am wrong about a sell, but still comfortable in waiting to year end to reassess.
If I was as smart as Mongo and Robbbbbbb, I could finesse it better, but getting one child home tomorrow so winding down, so day trading is going for now and will be concentrating on swimming and golfing and dining and drinking and telling the kids why I am so smart and why they will never get the best of be in any discussion or activity.
I always win, at least in my mind. They think I am an old fart who has lost it.
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