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.

Whoops, I was wrong. I expected the post-hurricane third-quarter results rally to continue a little longer, and it didn't. The major markets 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 the markets. Click here for the weekly performance .

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

Turning to the economic week ahead, perhaps the biggest release will come Friday with the release of September consumer price inflation numbers. On that same day, we also see September retail sales figures, plus the University of Michigan is set to release its preliminary consumer sentiment survey for October. Whew, busy day.

With any luck, however, the market will be more focused on earnings next week than on economics. Here are some of the companies scheduled to 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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