) -- 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.

It was a down week for the major U.S. stock indices, the first in some time. Investors shrugged off good news to some degree, as earnings reports generally exceeded analysts' estimates. U.S. business appears to be seeing a broad rebound, much of which has to do with inventory restocking. Oil touched new recent highs as well, as did gold, while the 10-yearTreasury continued to lose ground.

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to see a chart showing how major financial markets performed this week.

Turning to economic indicators, the coming week will bring data on October consumer confidence, August home prices, durable goods orders, the latest jobless claims and the first estimate of U.S. third-quarter gross domestic product. There will also be be four Treasury auctions, with a total of $123 billion of notes up for sale.

As for earnings, next week will see reports from, among others,

Exxon Mobil

(XOM) - Get Report



(CVX) - Get Report



(VZ) - Get Report



(CL) - Get Report



(V) - Get Report


Procter & Gamble

(PG) - Get Report


Lastly, here are some articles and papers worth reading:

Editor's note: To access some of these stories, registration or a subscription may be required. Please check the individual links for each site's policy.

  • The Role of Institutional Investors in Rising Commodity Prices.(Journalof Investing)
  • The (Apple (AAPL) - Get Report) iPhone app industry. ( BusinessWeek)
  • Barron's on takeover targets. ( Barron's)
  • The rise and fall of oil production. ( Telegraph)
  • In a 10-Year Race, Bonds Outperformed Stocks by a Mile. ( The New York Times)
  • Speed-Riding the Rails. ( Bond Buyer)
  • Missing data problems in the world of oil. ( EIA)
  • Reckless strategies doomed WaMu. ( Seattle Times)
  • Sequoia branches too far. ( Fortune)
  • Investors still struggling to put fear behind them. ( Reuters)
  • Probe widens in Galleon case: report. ( Reuters)
  • Electric vehicles are charging up the automotive industry. ( Los Angeles Times)
  • A special report on China and America. ( The Economist)
  • Currencies: The diminishing dollar. ( TheEconomist)
  • Parametric Estimations of the World Distribution of Income. ( NBER)
  • Where Does Energy R&D Come From? Examining Crowding Out fromEnvironmentally-Friendly R&D. ( NBER)
  • California: Golden State Is Thriving, Despite Its Woes. ( Time)
  • A Compelling Case for Investing in Law Firms. ( II)
  • A Reconsideration of the Great Depression. ( SSRN)
  • Record bidders lift auto plate prices. ( Shanghai Daily)
  • If the Lender Can't Find the Mortgage. ( The New York Times)

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

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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