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S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

The S&P 500 took a dive and then staged a rally. Why? I have no idea. The equity market will "discover" reality and the big dive will happen. Tough to be short BUT what a feeling to be short in a downside panic.

As I have been saying for months, get out and/or get short the S&P. Only seven to ten stocks got the index where it is. The downside is going to be nasty.

While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional demand for the digital assets.

End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.

September and October (are notoriously "unfriendly" to the equity markets. Just a reminder if you have equity positions. You are part of a very bullish group, and very crowded trade.

Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.

So what's coming after this summer is over? I fully expect there will be a sharp stock market selloff (yup, sticking to it). When you realize you should get short.....it's too late.

Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).

Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21.  In the meantime, you can check out all his prior reports here