Good Sunday morning. Here are some articles and papers worth reading. First, however, a look back at the week that just finished, and a look forward at the week ahead.

As expected, the major markets advanced last week. With the recent spate of hurricanes over, the markets could take a breather -- and they generally liked what they saw. The Dow and the S&P 500 gained 1.4% and 1.1%, respectively, while the Nasdaq added 1.6%. Click here for the weekly performance .

This week, we may see more of the same, if investors look past what will almost certainly be a spate of crummy releases. Most strategists are cautiously optimistic about the current quarter, despite high oil prices and a high reconstruction-driven deficit. Granted, those same analysts are worried about next year, with it looking increasingly likely that we are in for a rocky start to the year, if not a few quarters of the same. Nevertheless, people are remarkably upbeat about the balance of 2005.

While I don't disagree that some of the headwinds holding back the market in recent weeks have now let up, never underestimate the importance of a wall of worry in fueling the market's advance -- and that wall just became more like a small hedge.

Turning to the economic week ahead, next week will likely be nasty. We have September car and truck sales data coming out on Monday, plus factory orders, which are due Tuesday. The week closes with employment data, which will be watched closely. The unemployment rate is expected to come in at 5.0%, but it will almost certainly come in higher than that, with hurricane disruptions in Louisiana and Texas skewing the numbers.

Over on earnings, it is still quiet, but there are some companies worth watching. We have Yum! Brands ( YUM) (Wednesday), and ATI Technologies ( ATYT) and Costco ( COST) (Thursday).

Finally, here are some articles and papers worth reading:

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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. 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 welcomes your feedback and invites you to send your comments to pkedrosky@thestreet.com.

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