(1) Who actually creates jobs? (2) ADP data show that small and medium-sized companies do most of the hiring. (3) Be nice to small business owners. (4) NFIB survey data show profits drive employment and capacity cycles. (5) National unemployment rate closely correlated with NFIB indicators. (6) Wage inflation should be higher given all the job openings. (7) Barack, Elizabeth, and Hillary spout the party line. (8) Entrepreneurial vs. crony capitalism. (9) SMidCaps have led the bullish charge. (10) Morgan Stanley warns that China could cause next global recession. (11) Still muddling along. (12) Focus on market-weight-rated S&P 500 Information Technology.
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