Good Sunday morning, happy holidays, and welcome to Weekend Reading. 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 to the week ahead.

It was the first downbeat week on the major markets in weeks, with the Dow and the S&P 500 losing 0.8% and 1.1%, respectively, while the Nasdaq Composite lost 2.3%. Click here for the weekly performance.

Bears are somewhat mollified after what has been, for them, a horrific end to the year, with markets in nonstop ascendancy. But now they can enter 2007 somewhat reassured, with negative economic data leading to crummy market performance, at least for last week.

While you might think next week will be dead quiet on the economic front, you would be wrong. On Wednesday we will see the latest data on new homes sales, followed Thursday by the latest figures on consumer confidence and existing home sales. Lastly, on Friday we will see the Chicago purchasing managers index.

Turning to earnings reports, it is pretty much silent. While Meade Instruments ( MEAD) and Learning Tree ( LTRE) are both set to report, let's just pretend they're not and take the week off.

Finally, here are some articles and papers worth reading:

Editor's note: To access some of these stories, registration or a subscription may be required. Please check the individual links for the site's policy.

RealMoney Barometer Poll

1 What would best describe your stance heading into the coming week of trading?
Bullish
Bearish
Neutral
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?


View the results without voting
At time of publication, Kedrosky had no positions in stocks mentioned, although holdings can change at any time.

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 appreciates your feedback; click here to send him an email.