All Earnings: Weekend Reading

NEW YORK ( TheStreet) -- 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 at the week ahead, and then a summary of articles and research papers worth reading.

It was a decent week for the major U.S. markets, but gains were more muted than they have been in previous weeks. The S&P 500 gained 0.5%, the Dow was up 0.7% and the Nasdaq ended the week up 0.3%.

Blame bank troubles, worries about trade and currencies (China's and the U.S.'s in particular), as well as indifferent earnings. On the other hand, it was a solid week for U.S. IPOs, with six averaging gains of 31%.

Looking ahead to next week, it will be all earnings, all the time, albeit with a continuing backdrop of trade and currencies. Third-quarter earnings season will be solid, with few surprises, so most of the attention will be on guidance. There will be continuing fallout from this weekend's G20 meeting, which seems to have produced a group hug but not much else in terms of incentives for countries to play nicely given current trade tensions.

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Turning to economic indicators, we will see reports in the coming week on existing-home sales, durable goods orders and U.S. third-quarter GDP.

As for earnings, the week will bring reports from Amgen ( AMGN), Texas Instruments ( TXN), Ford ( F), CB Richard Ellis ( CBG), Waste Management ( WM), and Chevron ( CVX), among a host of others.

Lastly, here are some articles and papers worth reading:

At the time of publication, Kedrosky had no positions in stocks mentioned, although holdings can change at any time.

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

>To contact the staff member responsible for this article, click here: Ross Snel.

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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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