I really enjoy reading David McWilliams. I'm not sure if his analyses are always or even frequently correct, but he certainly gets me thinking.
This might be a gross over-reach, but McWilliams ties together the problems at GM & Ford with those at Waterford Crystal and then says look to China for the causes of their problems. He compares China's influence in manufacturing with the influence of the United States in agriculture during the 19th century. I love this kind of stuff. I'll read this again and keep wondering if he's onto something or just linking a few items together, ignoring others and saying, "Look - here's the future".