Lastly, 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 each site's policy.

  • The Role of Institutional Investors in Rising Commodity Prices. (Journal of Investing)
  • The (Apple (AAPL)) iPhone app industry. (BusinessWeek)
  • Barron's on takeover targets. (Barron's)
  • The rise and fall of oil production. (Telegraph)
  • In a 10-Year Race, Bonds Outperformed Stocks by a Mile. (The New York Times)
  • Speed-Riding the Rails. (Bond Buyer)
  • Missing data problems in the world of oil. (EIA)
  • Reckless strategies doomed WaMu. (Seattle Times)
  • Sequoia branches too far. (Fortune)
  • Investors still struggling to put fear behind them. (Reuters)
  • Probe widens in Galleon case: report. (Reuters)
  • Electric vehicles are charging up the automotive industry. (Los Angeles Times)
  • A special report on China and America. (The Economist)
  • Currencies: The diminishing dollar. (The Economist)
  • Parametric Estimations of the World Distribution of Income. (NBER)
  • Where Does Energy R&D Come From? Examining Crowding Out from Environmentally-Friendly R&D. (NBER)
  • California: Golden State Is Thriving, Despite Its Woes. (Time)
  • A Compelling Case for Investing in Law Firms. (II)
  • A Reconsideration of the Great Depression. (SSRN)
  • Record bidders lift auto plate prices. (Shanghai Daily)
  • If the Lender Can't Find the Mortgage. (The New York Times)

-- Written by Paul Kedrosky in La Jolla, Calif.
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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