Do you know where it came from? I did not pick up my moniker The 10 th Man by accident. I was going to give you this big macro rundown of what happened since the payroll number, but I changed my mind. I may only be right about half the time, but I seem to be right when everyone else is wrong, which keeps me out of a lot of trouble. Sign up now for Jared Dillian's free weekly e-letter, The 10th Man. Get going with this must-read report from Jared Dillian. Now the Bank of England might not raise rates until Removing liquidity is always bad in the short term. The dominant investment thesis is that a stronger dollar will murder emerging markets.
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