Stock Influx: 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, lastly, a summary of articles and papers worth reading.

It was yet another good week for the major markets. The combination of QE2 and solid earnings proved to be a positive one, driving the major U.S. stock indices higher and further lifting commodities. The S&P 500 gained 3.1%, while the Dow gained 2.3% and the Nasdaq gained 2.5%. Cotton and sugar soared on the week, gaining 14% and 9%, respectively.

Looking ahead, cash and bonds look even worse than usual, and equities still don't look awful, so it is easy to imagine a continuing influx of money into stocks. At the same time, gold will almost certainly do well, as will oil, in part because of a weakening dollar.

Turning to economic indicators, we'll get a look at wholesale inventories Tuesday, jobless claims on Wednesday (released a day early because Thursday is Veterans Day, a government holiday) and the University of Michigan consumer sentiment index on Friday.

As for earnings, next week will bring reports from Macy's ( M), SaraLee ( SLE), Nvidia ( NVDA), Kohl's ( KSS) and Agilent ( A).

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Lastly, here are some articles and papers worth reading:

At 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.

>To follow the writer on Twitter, go to http://twitter.com/pkedrosky.

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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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