If there truly is a cash shortage to the point that it is threatening bank liquidity, the Fed's likely response would be dropping rates and increasing the money

If there truly is a cash shortage to the point that it is threatening bank liquidity, the Fed's likely response would be dropping rates and increasing the money supply with another round of QE. If that happens, you should be buying, not selling, since QE basically acts as a subsidy for equities as institutions seek yield with cheap money.