It's funny how the sentiment against the US economy has picked up while under the hood, the riskiest assets (which stocks fit into as well) are performing exceptionally well, and they have been performing well for years straight.

What needs to happen for me to finally start acknowledging that a recession is near, is to see capital being withdrawn from risk-on assets. As long as that isn't the case, don't bet against the economy because you'll get burned hard.