Rafia Hasan notes that investor patience has not really been tested much by bear markets over the last 15 years, and that investors should not be making decisions based on unreliable predictions. She outlines reasons to be optimistic, which includes inflation moderating, value stocks holding up relatively speaking, lower valuations implying higher future expected returns, and the starting yields for bonds being higher on Wednesday. Plus, Hasan says the U.S. economy remains healthy despite looming uncertainty.