I have no shortage of opinions. "Centrist" is not really correct as it implies a mid-point, whereas some of my opinions are orthogonal to the Left-Right line. My ideal reader will challenge those opinions.
Market--based weekly outlooks on the US stock market and economy, from the market monetarist perspective with a particular focus on models based upon the equilibrium relationship between the S&P 500 earnings yield and the NGDP growth rate.