today we saw how powerful this piece of data can be as the dow roared 142 points! s&p climbed 101.05. nasdaq rose 1.14% on the strength of a much better jobs creation number. you know what happens, especially after a previous month, it was quite dispirited. you catch a lot of people looking the wrong way and you saw that today as people threw money at the market. at any company that actually bends metal or manufacturers goods out of raw materials or pollutes. all week, the big industrials have been on a tear, and today we found out why. because this payroll number says, don t worry, be happy. the economy is, indeed, at last getting better. there will be more demand for all things manufacturing, minerals and mining stocks. but excuse me for being parochial. i don t want to be too parochial. everything except the food and drug stocks rally on this kind of data. the technology and transport stocks among the strongest. if you hang around, that while having performed well of late,