The Stock Performance in the US Is Not Yet Earning Recession

We are not yet seeing significant earning recession because we don't have a broad economic recession. Nike just reported and North America is growing 5%. That's at the par of inflation. So, would you have to look into the company specific to draw any conclusion for investments purpose? Just looking at some of the companies you like or don't, and there's a high liquidity risk in one of your biggest shorts. Yes.