It's not the bottom number that counts .

Only 20,000 jobs lost? We're skeptical.

We think the damage was much worse. But it's interesting to see where the pockets of job strength are: education & health services, government, leisure & hospitality, and mining.

Of these, we favor health, government (especially companies selling to defense) and mining.

These sectors continue to "swim upstream" while the rest of the economy tanks.