A Decade of Dirtnap

Investment pundits - ones that seem to make a lot of sense - talking about what to expect in the 2018 economy.
And, down in the bowels of the article, this little gem: "...[T]he probability of war is a lot higher than we think it is. Wars can be good for stocks, but in this case, probably not, considering that they are priced for perfection, and considering the risks involved.
"So I’m going to say that war is bad for stocks and tariffs are bad for stocks and the chances are good that we are going to get one or both."
What do folks here think of Jared Dillian's prediction?