Creating jobs for your country's workers is about much more than ensuring that the balance sheets of your country's companies are strong, or stimulating domestic demand. It is about figuring out how your country's workers fit into the global economy.

In Western capitalism circa 2013, fear that the market economy has become dysfunctional is not limited to a few entrepreneurs in Boulder. It is being publicly expressed, with increasing frequency, by some of the people who occupy the commanding heights of the global economy.

There are men who can write poetry, and there are men who can read balance sheets. The men who can read balance sheets cannot write.

It sounds extraordinary but it's a fact that balance sheets can make fascinating reading.

We are led by lawyers who do not understand either technology or balance sheets.

Creating more and better jobs is how you build a strong economy.