There are 2 sides to every coin. That's what makes the market of buyers and sellers. Both of the below are very smart and have different reads on the market.
For the positive side to the coin, read James Paulsen at Wells Capital Mgt.
Wells Capital Management
For the negative side of the coin (very sober read), read John P. Hussman, Ph.D.
Hussman Funds - Weekly Market Comment: The Siren's Song of the Unfinished Half-Cycle - February 18, 2013
Good luck to all. It is best to have a proper asset allocation for your risk tolerance rather than to "bet" on the short term direction of the market. Focus on asset classes, not just dividend paying stocks.