Good Sunday afternoon, and welcome to another edition of Weekend Reading. First, a look back at the week that just finished, then a look forward to the week ahead, and, finally, a summary of articles and research papers worth reading.

It was a blockbuster week. The long-expected relief rally happened, and it took markets up sharply, with the Dow and the S&P 500 up 9% and 10.7%, respectively, and the Nasdaq up 10.6%. (See table below.) Markets outside the U.S. didn't do as well but still turned in impressive numbers.

The cause? In some sense it was just a classic coiled spring, with the markets heading higher because they had been going in the opposite direction for so long. At the same time, news about bank profits proved helpful, and there was an absence of the truly awful news that has pressured the markets so severely in recent weeks.

Looking forward to next week, we could very well see this rally continued, but it is far from certain. The bears are still everywhere and triumphant, and bulls are nervous -- a potent combination for further price gains. While valuations are better, they are not down to trough levels seen in the past, nor is it likely that bank troubles are behind us. Waves of defaults are ahead, plus troubles in insurance and commercial real estate, so complacency and bottom-calling are highly inappropriate.

Turning to economic indicators and events, the Federal Reserve's Federal Open Market Committee meets this week. Also on the docket are February data on industrial output and capacity utilization, and the producer price index and consumer price index for February.

Finally, here are some articles and research papers worth reading:

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Know what you own: This story mentions companies in the banking and retail sectors. Other companies in these sectors include JPMorgan Chase ( JPM), Wells Fargo ( WFC) and Target ( TGT).

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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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. He maintains a widely read blog called Infectious Greed.

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.