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

Whoops, I was wrong. I expected the post-hurricane third-quarterresults rally to continue a little longer, and it didn't. The majormarkets fell last week, with the Dow and the S&P 500 losing 2.6%,and the Nasdaq Composite off 2.9%. It was an unpleasant week on themarkets. Click here for the weekly performance.

We are in a maze of twisty little economic passages, all alike. Withthe Dow back below the 10,300 mark, we are back to where it was inDecember 2003, and where it was in mid 2004. And again in the springof 2005. We aren't going much of anywhere in the markets, and wehaven't been for some time. The current culprit has been hawkish Federal Reserve statements about higher-than-expected inflation, andwhile I'm still optimistic that third-quarter results will cause atleast a slight rally, there's no denying that the headwinds for themarket have gotten even stronger.

Turning to the economic week ahead, perhaps the biggest releasewill come Friday with the release of September consumer priceinflation numbers. On that same day, we also see September retail salesfigures, plus the University of Michigan is set to release itspreliminary consumer sentiment survey for October. Whew, busy day.

With any luck, however, the market will be more focused on earningsnext week than on economics. Here are some of the companies scheduledto report next week: Alcoa ( AA), General Electric ( GE)and Apple Computer ( AAPL)(which is set to release fourth-quarter figures on Tuesday).

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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