I recommended this article on Monday, but I would like to draw your attention again to one passage in particular:

Because all asset hyperinflations revert to the mean, we can expect housing prices to decline roughly 38 percent from their peak as they return to something closer to the historical rate of monetary inflation. If the rate of decline stabilizes at between 6 and 7 percent each year, the correction has about six years to go before things stabilize, leaving the FIRE economy in need of $12 trillion. Where will that money come from?

Janszen concludes that the next bubble is alternative energy.

The Next Bubble, by Eric Janszen | Harper's, February 2008