The Nasdaq-100's coming in me thinks...unlike the last OPEX periods that have been messy, the mega caps have been pretty weak for a couple weeks now...wouldn't be surprised if it gaps down on Monday tbh.
Reason I'm mentioning them right off is since mid-May, we've returned to the Nasdaq deciding market direction. I'm seeing nothing right now that would tell me that if it's coming in, that smalls and value names would hide it this time like they hid it in February/early March. I was in the middle on the S&P just slowly drifting up to near 4900 by end of the year or a correction to 4200, then 4700-4800 by end of the year...right now it looks like the latter is more likely if ole' Karma still has some more ****ing over of the bears before you potentially see action that is like 2018.
I have a huge problem with how obvious it is, but keep it simple, stupid has been working all year, so I suppose "turn your brain off, we're going to have a bearish September again" is going to work.