The forecasting model says:
September:  -0.4% (below average)
Next 6 Months: 3% (slightly below average)
Probability of at least breaking even:  Above average

What am I doing? Staying fully invested.  Eventually the market will have a bad fall — but, probably not for 1 – 3 years.  There are no major forces now driving the market either up or down.

The U.S. economy remains strong and corporate profits are only now starting to reflect gains from the huge Republican tax cuts.  Most economists agree that making major federal tax cuts was bad policy when the economy was flourishing. Despite it being bad policy, stock prices will continue to be propped up by this great gift to stockholders. A day of reckoning will eventually come — but, not anytime soon.

Over September and October stock market volatility may well be high as the fears and dreams of investors get wrapped up in the mid-term congressional elections.