It does get tricky here as this quarter plays out if companies continue to see weakness. Then, there's going to be an issue and investors will become very concerned.
It is better to be patient and wait for a resolution, or for the market to re-rate to a lower level where attractive valuations merit the risk. Despite the numerous headwinds facing the equity market right now and for the foreseeable future, the S&P 500 is only down 1.4% year to date.
As parts of the yield curve invert, investors are getting spooked about potentially receiving a recession signal.