Good Sunday morning. As always, 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.

It was a boffo week for the major markets. The Dow rose 1.8%, while the S&P 500 gained 2.0%. The oft-contrarian Nasdaq fell in line, finishing up 2.0%. Click here for the weekly performance.

Apparently, the wall of worry is turning out to more like a greased slide upward. Despite some weaker than expected economic results, at least one more interest rate increase, a falling dollar, troubles in Iran (and Iraq), and higher oil prices, the market is bumping up against five-year highs. At the rate of increase for the first few months of this year we are on track for 20% gains in the major indices, which is wildly unlikely, but still striking as the current trend.

Turning to the economic week ahead, the big number for the week will come on Tuesday in the form of the producer price index. Other numbers to watch include February's leading indicators (due Monday), weekly chain-store sales (Tuesday), weekly mortgage applications (Wednesday) and February durable goods orders (Friday).

As for earnings, there are a number of companies worth watching. Software giant Oracle ( ORCL) plans to report Monday, followed by sneaker maker Nike ( NKE) on Tuesday. Tech names Adobe ( ADBE) and Jabil Circuit ( JBL) are scheduled for Wednesday, as is investment house Morgan Stanley ( MS).

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