I would be remiss if i did not point you to two outstanding, smart, thought provoking works in the Think Tank today:
First up, bull market skeptic and Gluskin Sheff economist David Rosenberg gives us DIRTY DOZEN: Things That Could Upset the Apple Cart. I sometimes disagree with Rosie, but I always respect his intellectual acumen and methodology.
Second, savvy quant and all around sharp cookie Clifford Asness has a very provocative post, titled Keep the Casinos Open. Cliff has amassed an outstanding track record, and is extremely knowledgeable about the mechanics of markets. I always read his work closely, whether I agree with it or not.