Stocks are at all-time highs and have logged gains at mid-year that would be acceptable for a full year. But recent sentiment among investors has been held hostage by interest-rate obsession, with peaks for stocks on days when the data suggests a cut is needed and valleys on days when rates seem destined to stay high. Indeed, the one-month charts for the major indices are roller coaster in nature. According to Mark Arbeter, Argus' Chartered Market Technician, the AAII survey is showing 39% bulls and 32% bears, while the CNN Fear & Greed