Be in the know. 16 key reads for Wednesday…

  1. Disney Stock Is Trading Like a Cruise Line. Now Could Be the Time to Buy. (barrons)
  2. Raymond James upgrades Disney stock rating on valuation opportunity (investing)
  3. Bearish Positioning Is Driving Stocks More Than Peace Prospects (bloomberg)
  4. CTAs Are Short $47 Billion And Will Rip Higher On Any Good News: Here Are All The Key Levels (zerohedge)
  5. Earnings forecasts up, stocks . . .  down (ft)
  6. The Economic Impact of Higher Oil May Be Smaller Than Feared (zerohedge)
  7. The Year Is Off to the Strongest Start for Big Deals Ever (wsj)
  8. Dividend Aristocrats Are on a Roll. Target and 5 More to Own. (barrons)
  9. U.S. Home Price Growth Slowed in January (wsj)
  10. QXO Completes Acquisition of Kodiak Building Partners (qxo)
  11. Trump-Xi Summit on Track Even as Iran War Drags On, Greer Says (bloomberg)
  12. Chinese Share Buybacks Surge as Iran War Jolts Global Markets (bloomberg)
  13. Biotechs Are a Healthy Growth Bet. Thank M&A and New Drugs. (barrons)
  14. US Job Openings Fell in February, Hiring Slowest Since 2020 (bloomberg)
  15. Boeing lands seven-year pact to triple missile seeker production (investing)
  16. Canaccord raises Generac stock price target on earnings outlook (investing)