Good Sunday morning, 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 papers worth reading.

It was another good week on the major markets. The S&P 500 has had six consecutive weeks of gains, and it is up more than 30% since its March lows. The Nasdaq is now up 6% on the year, and the S&P 500 is off a mere 3.7% in 2009.

While earnings were shaky, they were no worse than expected. And it helped that Goldman Sachs ( GS), Citigroup ( C) and Wells Fargo ( WFC) found some alchemy to transmute balance sheet dross into earnings, at least for a quarter. That can't have been easy. Next week things won't be so easy, with an avalanche of earnings coming, most of which will be crummy -- and most of which will warn that things are getting no better.

Turning to economic indicators, next week we will see reports on new- and existing-home sales and durable goods orders, plus March leading economic indicators and weekly initial jobless claims.

As for earnings, 11 of the 30 Dow members will report this week, including IBM ( IBM), Caterpillar ( CAT), Merck ( MRK), Boeing ( BA) and McDonald's ( MCD)

Finally, here are some articles and papers worth reading:

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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.