Be in the know. 17 key reads for Tuesday…

  1. China Mulls New Stimulus, Higher Deficit to Meet Growth Goal (bloomberg)
  2. Momentum traders set to buy the S&P 500 ‘in every scenario,’ says Goldman Sachs (marketwatch)
  3. Charlie Munger Says, “The Big Money Is Not In The Buying And The Selling But In The Waiting” — High Returns Don’t Actually Require High Effort (yahoo)
  4. Alibaba, More China Stocks Jump Amid Stimulus Hopes. This Time May Be Different. (barrons)
  5. Pepsi Stock Rises After Earnings Beat (barrons)
  6. Why a Mideast Crisis Doesn’t Shock Energy as Much as It Used To (barrons)
  7. GM Is Facing Another Union Strike. Ford Might Be to Blame. (barrons)
  8. Lockheed Martin and Other Defense Stocks Have Soared. Why the Rally Can Keep Going. (barrons)
  9. Should the NFL buy ABC from Disney? One analyst makes the case. (marketwatch)
  10. Why Nelson Peltz Grew Impatient With Disney’s Turnaround Efforts (wsj)
  11. Times Square Goes From Deserted to Bustling (wsj)
  12. Americans Have Saved Hundreds of Billions More Than Previously Thought (bloomberg)
  13. Housing industry urges Powell and the Fed to stop raising interest rates (cnbc)
  14. Goldman Sachs: Buy these 12 stocks for double-digit earnings upside in 2024 as markets rebound from a lost year for profit growth (businessinsider)
  15. NHL sees ticket sales surge ahead of 2023-2024 season start (foxbusiness)
  16. ‘Modest’ China Stimulus May Bolster Growth Goal, Analysts Say (bloomberg)
  17. Fed’s Presidents Agree: Soaring 10Y Yields Means No Need For Further Rate Hikes (zerohedge)