The Market Should Be Holding Up on All of This Concern

I think people just need to be honest with themselves and say, are we not going in a recession? That's a difference. And I think if you're honest with yourself, you would have seen that all the time they've been worried about a recession, it hasn't materialized. When the data keeps holding up, then it's tough to say how we're going into a recession. Even if you start to hit negative numbers,  the Fed's going to do a big reversal because they can't take any pain.