I said about month ago that end of summer would be beginning of bull market. I see nothing that changes that. I think Dow Jones will be around 15000 by end of year and in couple years be over 20,000.
Interest rates are dropping, crude oil has nowhere to go but down- but probably not drop much and will remain about $50-60 a barrel for next year or so. At these prices, the US has no reason to import oil from Middle east and therefore will get more oil from domestic sources- and from Canadian oil sands. Both Canada and Mexico should also do quite well in terms of general economics- Mexico because it's contining reforms and Canada because it's getting it's govermental financial house in order.

I see major risk coming from China- I doubt they can continue their growth for very long and if they don't quit their one child policy they are really doomed- economically and socially. Though the general potential unrest [including environmental concerns] is probably the larger immediate threat.