It's either a Goldilocks job number (not too hot, hot too cold), or we're seeing the beginnings of a polarity change, where good economic news now makes the markets stronger.

If market participants no longer fear the taper, then we'll need companies in 2014 to show stronger earnings through stronger revenue growth, rather than better profits because of cost cutting measures and refinance savings.

I'm wondering about debt limit early 2014. Are we going to avoid the fiasco of another Government shutdown.