) -- Good Sunday afternoon, and welcome to another edition of Weekend Reading. First a look back at the week that just finished, then a look forward to the week ahead and, lastly, a summary of articles and papers worth reading.

For the week, the 

S&P 500

ended down 1.2%, the


lost 1.1% and the

Nasdaq Composite

lost almost 2%. It was, in other words, an unhappy week in equity markets and another fairly cheery one in bond markets.

There continues to be nervousness about the pace, strength and length of the U.S. economic recovery and the consequences for the rest of the global economy, from the dollar, to debt, to equities.

Looking ahead to next week, investor sentiment remains highly negative, despite some reassurance from


chief Ben Bernanke in Jackson Hole Friday. There is a strong feeling afoot in the land that the U.S. is teetering on the edge of a double-dip recession, and there is an equally strong sense that there will be no second stimulus, especially with Republicans seemingly poised to take the House in November.

Turning to economic indicators, the Institute for Supply Management's manufacturing report will come out Wednesday, followed by its service-sector report on Friday.

As for earnings, we will see reports from

H.J. Heinz



H&R Block

(HRB) - Get Report


Campbell Soup

(CPB) - Get Report

, among others.

Lastly, here are some articles and papers worth reading:

--Written by Paul Kedrosky in La Jolla, Calif.

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At time of publication, Kedrosky had no positions in stocks mentioned, although holdings can change at any time.

Dr. Paul Kedrosky is a former highly ranked sell-side technology equity analyst, and he currently runs a technology finance institute at the University of California, San Diego. He is also a venture partner with Ventures West, an institutional venture capital firm with more than $400 million under management. He maintains a widely read blog called

Infectious Greed


Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. While Kedrosky cannot provide investment advice or recommendations, he appreciates your feedback;

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