Jim, I think it all may depend on the elections, if it ends up with the courts, then we may have a November of discontent. If a decisive victory, then that local low of Nov 12 should be contained around 1940 (and still assume us going above 2000 before that...).
JIm, I have nowhere near your ability with "cycles" but what I do watch is P & F sector trends. These have a tendency to show their direction slower than most indicators, but when they do demonstrate a direction, it is usually a strong indication.
P & F sector trends have changed to upward momentum over the past couple of weeks.