The Nasdaq and S&P 500 had their worst days since 2022, driven by disappointing earnings from mega-cap names. Recession indicators are flashing yellow, with the “Sahm Rule” unemployment metric edging dangerously close to signaling a downturn.Yes, the inverted yield curve has been wrong so far this time around, but that doesn’t mean we should ignore other warning signs. Corporate bond spreads are whispering “economic slowdown,” and consumer debt delinquencies are ticking up. While I still believe there are b ...