At the expense of sounding flippant, your words echo those of the sell-side analysts that have been championing a economic and market "second half recovery" since early 2001.
While I can neither deduce whether you are intentionally curt or simply ignorant, I can point you in the direction of a one Mr. Paul Kasriel, Director of Economic Research at Nothern Trust Corporation.
Hope, believe and have faith to your heart's content my irrationally optimistic one; by all means increase your risk profile, buy more and more "promising", "concept" companies. I'll continue to buy yield while methodically reducing my duration exposure.