Stuff I’m Reading this Morning… Goldman Sachs is recommending the BRIC-related stocks going into earnings season, here are their 50 favorite plays:  (PragCap) The most important news of the day.  (Clusterstock) Pershing Square’s Bill Ackman has a new short position.  (DealBook) Classic: NBC wants Jay Leno to have an affair!  (BorowitzReport) Pessimism Porn takes a…