The Macro Themes That Matter, Part 2, Mea Culpa Double Dip Edition

It ain't over until the fat lady sings. That's what they say, isn't it? Well, apparently this is also true about my September/October economic pivot call too.

If you recall, I'd been saying that September and October would be a tricky period with a lot more forward clarity on whether the economy had gained enough speed to avoid a double dip. We saw the j…