I'm sick of being bearish. So... very... sick of it.

Bearishness is an insidious beast of mindset. Too much bearishness gives you a creeping case of cynicism that washes over everything you see. Not the fun cynicism where all things are equal and every pomposity is a chance to laugh. The ugly cynicism where everything is lame, and everyone except you and your friends is an idiot.

Being bearish should be a temporary state. Like bullishness, only less friendly.

Right now the bears are getting smug, and the market is starting to rally on bad news. It's time to consider, if only for a moment, that the world as we know it isn't about to come to a screeching halt just because the politicians we elect are thinking about "shutting down the government" or cutting off the services that our tax dollars pay for.

Forget them. I want to talk to a bull. A credible market bull.

So Breakout turned to Rob Lutts, the president and CIO of Cabot Money Management. Rob has five reasons why we can all relax just a wee little bit. For a change, I'm not going to push back, make snarky jabs or otherwise act the cynical, know-it-all, gas-bag permabear.

Dos Hombres: Two guys, two dour outlooks.

"If you don't have anything nice to say don't say anything at all." It's a cute idea and a super policy for grade school kids, but whoever said it wasn't a financial commentator.

Right now, we don't have nice things to say unless it's Nesto talking about the Boston Bruins.

My burly Bostonian benchmate notes that what's been billed as an economic "soft-patch" is being revealed as an economic wasteland. And that's before the Philadelphia Fed Manufacturing Survey hit the tape. I'll save you the time it would take to look up what the Philly Fed measures exactly. Let's leave it at "manufacturing." The scale is negative 100 (manufacturing coming offline) to +100 (Booming, baby).

The Philly Fed number was in the 40's in March. It was expected to come in somewhere between flat and +20 today. It came in at -7.7, the lowest reading since 2008 which, as old-timers will recall, wasn't a good time for the economy.

Nesto points out that the same people calling for this nascent downturn to be transitory never saw the downturn coming in the first place. "A rut is nothing but a grave with both ends kicked out" he says. I believe that's Boston for "We're not in danger of a double-dip but only because we didn't get better in the first place."

I kicked my segment off with a note on hubris. I said a lot of stuff which was essentially things I've said before phrased in a slightly different way. I'm not plagued by an absence of creativity. I'm plagued by a deep-seeded fear that Breakout viewers are going to get themselves hurt in this market.