This has been my sentiment for the last 3 years. You can agree with the Fed’s monetary policy, you may disagree with it, but the trade for the last 3 years was to be long equities. And that’s that.
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Left with Balls 
Yep. Now the question, for me at least, really is: what do you do now with some surplus cash? I never really pulled the money out of the market en-mass, I added on the dips. But adding now does not seem prudent to me…
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I’m staying in but not adding. I was thinking of lightening up a bit (especially after that David Stockman article) but since I’m in it for years not months, decided to stay. I’m prepared for a wild ride. Still better than guessing entry and exit points.
I let no one article sway me…;) Because a few clicks away there is another one with a similarly compelling argument proving an opposite point…:) So, I just go with my gut and it does reasonably well, I am right abt 50% of the time…:))
And just like you I stay in, but I expect it to get ugly, so see you in a soup line…:)
Haha! Then there will be no downside, only upside.
The last spoon of soup may be scooped up right before your turn, that’s your downside…:)