Just two months after being sworn in as president despite a campaign that painted him as the worst president on jobs since the Great Depression, it turns out that job growth under George W. Bush is now too strong.

After years of praying for strong payroll numbers each month, investors must adjust to the idea that a healthy market for workers could be unhealthy for financial markets.

Back in the day, job creation was good for everybody: workers, bosses and investors. It showed a strong economy, which meant good profits and higher stock prices.

But now job creation could be seen as a warning sign of inflation, which could mean higher interest rates and lower stock prices.