What just happened?

According to Roader and his newest column says that the most unexpected companies are leading in profits and earning per share. This typically does not happen but it does occur. Also I would like to make an observation of my own. All the stocks mentioned are smallcap and focused towards growth. Small caps usually lead the way before larger corporations can take hold of the market as they specialize in certain departments. If this is true, it is a very good sign that the economy is picking up it's pace and we can expect a good upcoming quarter. 

Roader also in his final moments makes a comment on how the economy jobs reports show that people are gaining more and more jobs. This is especially good as it shows companies are starting to higher and the mmc will be intiated leading to a high industry growth.