What If . . . ?

(1) Six bullish “what if” scenarios. (2) What if the trade war results in less protectionism? (3) Trade war escalating with China, deescalating with Mexico. (4) Our guess is that deregulation boosts S&P 500 earnings by $4 a share. (5) Small is beautiful: S&P 600 up 50% since Election Day! (6) Productivity growth could make a comeback. (7) Rapid pace of technological disruption keeping a lid on inflation. (8) Distressed asset funds are acting as shock absorbers. (9) If we are all minimalists now, this expansion may have a ways to go.