Good Sunday morning, and welcome to Weekend Reading. As always, here are some articles and papers worth reading. First, however, a look back at the week that just finished, and a look forward to the week ahead.

- It may be 2009 until lumber/housing recover. (Reuters)
- Housing market worsened badly in August. (The New York Times)
- M&A deals fell 40% in the third quarter. (FT)
- Barron's picks AMR(AMR Quote) and Nordson(NDSN Quote), and reviews hedge fund manager performance. (Barron's)
- There is no credit crunch. (Forbes/Fisher)
- China's groundwater crisis. (The New York Times)
- Spreadsheets are the real risk in London. (Arxiv)
- Microsoft(MSFT Quote) postpones mothballing XP as Vista underperforms. (InfoWorld)
- U.S. bank collapse is largest in 14 years. (Times)
- What might cause gas prices to stop here? (EIA)
- Why does the government pretend prices aren't rising? (Slate)
- ECN commissions so bad that one ECN is moving into investment banking. (Investment Dealers' Digest)
- Warren Buffett has been wrongly named as an acquirer seven times this year, and five of those stocks are now lower. (Bloomberg)
- Finding the correct parallel for the current rate-cutting cycle. (The Economist)
- Lengthy interview with Wells Fargo(WFC Quote) CEO John Stumpf. (San Francisco Chronicle)
- Emerging-markets advocates are moving on to Latvia and Bangladesh. (The Washington Post)
- Bill Miller's Legg Mason is moving heavily into large-cap stocks. (The Washington Post)
- BusinessWeek's list of the most influential people in sports. (BusinessWeek)
- Dissecting the quant meltdown. (Andrew Lo)
- Falling dollar has led to new currency bets. (The New York Times)
- Stephen Colbert on the rise of the Canadian dollar. (Colbert Report)
- Why municipal wireless networks have been such a flop. (Slate)
- Research: Housing is the business cycle. (NBER)
- Research: Which short-sellers are informed? (Journal of Finance)
- Research: Correlated trading and returns. (Journal of Finance)
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