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, lastly, a summary of articles and papers worth reading.

It was another boffo week for major markets worldwide. The U.S. markets continued their ascent from the early March lows, with the Nasdaq now positive for the year. It was largely a continuation of the relief rally that began four weeks ago, although positive catalysts included data that weren't as weak as expected and a better G20 meeting than many had predicted.

Looking forward to next week, we could very well see the rally continue. There are signs that banks are having good luck with fundraising, with both Goldman Sachs ( GS) and HSBC ( HBC) being discussed.Similarly, Friday's U.S. employment data, while grim, weren't as grim as expected, so that will lend further credence to the idea that we are seeing some "green shoots" of economic recovery. Looking further out, there is still ample potential for weakness later in the year, but for now the bulls have the ship's wheel.

Turning to economic indicators, next week will include minutes from the Federal Reserve's crucial March 17-18 meeting. We will also see data on the latest weekly jobless claims, plus the Februaryinternational trade deficit.

As for earnings, next week marks the beginning offirst-quarter reporting season. Kicking things off will be Alcoa ( AA), which reports Tuesday and will be closely watched.

Finally, here are some articles and papers worth reading:

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  • Big-Name Bankers Going Back To School, In A Way. ( IDD)
  • Obama adviser Larry Summers was paid millions as hedge fund director. (BusinessWeek)
  • Barron's picks some bond funds and Corning (GLW). ( Barron's)
  • Chinese Hunger for Sons Fuels Boys' Abductions. ( The New York Times)
  • Japan has stagnated for 16 years. ( TheEconomist)
  • U.S. bank woes just the start, Whitney says. ( Globe and Mail)
  • Goldman considers share sale. ( Telegraph)
  • The pricing of subprime mortgage risk in good times and bad:evidence from the ABX.HE indices. ( BIS)
  • Even Rick Wagoner's Firing (from GM (GM) Got Lousy Mileage. ( The New York Times)
  • Why Creditors Should Suffer, Too. ( The New York Times)
  • As Economy Is Down, Vitamin Sales Are Up. ( The New York Times)
  • Can Pakistan Be Governed? And Is Asif Ali Zardari the Man to Do the Job? (The New York Times)
  • HSBC Investors Take Up 96.6% of Rights Issue. ( The Wall Street Journal)
  • Shrinking airlines park more planes in the desert. ( San Francisco Chronicle)
  • Workers steered to high-risk retirement investments. ( TheBoston Globe)
  • China's financial conundrum and global imbalances. ( BIS)
  • JPMorgan (JPM) slashing research, ex-employees say. ( Reuters)
  • The rich under attack. ( TheEconomist)
  • California's hopeful outlook. ( TheEconomist)
  • Oil as measured by the Dow. ( StockCharts)
  • Geithner Says U.S. Acting 'Forcefully as We Can.' ( Bloomberg)
  • Larry Summers: Wrong Man for the Job, Part II. ( Ritholtz)
  • Ex banking regulator William Black on banks. ( BillMoyers)
  • Richard Koo on balance sheet recessions. ( Infectious Greed)

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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.

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