I'm now halfway through Eric Janszen's excellent The Postcatastrophe Economy: Rebuilding America and Avoiding the Next Bubble.
The first half of the book is devoted to providing his analysis of where the economy is right now and how it got there. His views are quite consistent with my own, but it is clear that he has been thinking about the issues longer and has a more complete view of the field.
I'll provide a full review of the book when I'm finished. I can say just from reading the first half that the book is a must read.