September and October are usually the worst months of the year to own stocks -- and they are traditionally losing months. But not this year -- or is the selling about to start? Frankly I want the market to continue rising because what is good for Wall Street will filter through to Main Street six to nine months later -- at least that's what has happened. But I am very cautious now at 11K. I think there are a lot of people who bought at the bottom in March 2009 who are looking at the current 11K level as a chance to bail out because it was at 11K that the market had its big slide. There might be a consolidation now, and that would be good -- it's an outright sell off that I am worried about.