With the latest data from the Philly Fed calling the recovery further into question, Goldman analysts are calling to short the market over the summer. The firm adds that without any kind of imminent QE, the market will be forced to trade on economic data, which appears to be deteriorating. Other traders aren't so sure, like Fast Money trader Brian Kelly. Kelly sees plenty of upside catalysts in the near term, and thinks the Fed is ready to unleash some serious firepower. Can you say - inflection point?