Everything's coming up roses these days, if you don't include, oh, Greek unemployment, or Spanish bond yields, or the drought across the farm belt. But if you're immersed as deeply in the stock market as we are here at MarketBeat, it's hard to ignore a certain distinct sentiment that, well, things are just at that proverbial better-than-expected place.

August has been remarkably quiet, especially compared to last quarter, and this is giving stock investors -- the ones that are left, at least -- with some cover to push stocks...