The U.S. added nearly 1 million jobs in July, as the unemployment rate drops to 5.4%. Is the labor market stronger than we thought? We’ll explore. Plus, companies have extra cash on hand, and they’re putting it to use. We’ll tell you one sector where buybacks should keep rolling. And, Idaho is running a $900 million surplus, so that means its taxpayers are getting a refund. We’ll talk to the state’s governor all about it.