So.... Were you called "McBull" before 2006?
I've been McBear since 68. My economics have always been macro rather than micro so I have always been somewhat less than impressed with Dow gyrations, plus or minus.
But my global jumps into EWZ and SSE suggest that I am anything but a bear. I only "beared up" on the US market over the past few years as the US Economy showed severe strains in several sectors.
But, in reality, calling a tanking economy a tanking economy is not a "bear" response, it just means that I read the tea leaves different than some. Since I am not micro oriented I don't get distracted by market churn so some of the things that makes folks like Kudlow say that everything is sunshine don't hit my radar. It is just a different focus, not better or worse.
I called the housing industry back in 2006 based on foreclosure rates, default rates, number of houses on the market, how long they were listed and the staggering rise of the subprime issue. Also, from anecdotal evidence of flipping, abstract mortgage models such as zero principle and rising ARM issues in a flat economy. It helped that my masters thesis was on credit modeling.
The call on the rest of the financial sector was an extrapolation of the SupPrime mess as everyone had so intertwined and leveraged their debt instruments. That is not a call that requires either bull or bear mentality, just understanding fundamentals.