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.

Skepticism still abounds out there, despite the absence of majornatural catastrophes or anything else to take the market down. Themajor markets fell again last week, with the Dow and the S&P 500 losing 0.1% and 0.8%, respectively, and the Nasdaq Composite falling 1.2%. It wasunpleasant, but, on the positive side, it wasn't as bad as the priorweek. Click here for the weekly performance.

We apparently remain in that maze of twisty little economicpassages. We are still hovering at levels visited back in late 2003,and the markets demonstrably aren't eager to go elsewhere. Inflationhas people worried, and while we will see a rush of earnings releasesthis week, we are also due for more economic commentary from Fedofficials, so inflation is not yet off the agenda. But that said,assuming third-quarter numbers are reported in line, it is hard not toimagine we are due for some sort of bounce on the numbers. Inflation,weather disasters, Iraq, oil and pretty much everything else you canimagine is priced into the market, so that must leave "up" as a highlyprobable short-term direction.

Turning to the economic week ahead, Alan Greenspan is due to give aspeech Monday, so that will be unavoidable. The U.S. Labor Departmentwill release the September producer price index on Tuesday. OnWednesday the Commerce Department is scheduled to release theSeptember housing starts report, and then later in the week, onThursday, the Federal Reserve Bank of Philadelphia will release itsregional manufacturing survey.

Next week is insanely busy with earnings reports, but here are justa couple of the companies scheduled to report: 3M ( MMM), Intel ( INTC), Caterpillar ( CAT),and Johnson & Johnson ( JNJ).

Finally, here are some articles and papers worth reading:

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RealMoney Barometer Poll

1 What would best describe your stance heading into the coming week of trading?
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2 Which of these sectors do you think is set to move up in the coming week?
3 Which of these sectors do you think is set to move down in the coming week?

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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. TheStreet.com has a revenue-sharing relationship with Amazon.com under which it receives a portion of the revenue from Amazon purchases by customers directed there from TheStreet.com.

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