I cant see Argentina doing too well
They still need to sort out what the hell their starting 11 is as well as finding a proper midfield
Brazil, Germany, Spain are the teams to beat in 2014 from what ive seen so far
Their midfield isn't bad, they just miss someone like Aimar/Riquelme, and they're devastating going forward. They score a ton and they've looked great since Messi took the armband and they stopped picking 10 new players for every squad. Shipping goals is/has been their main problem, though. They absolutely battered Uruguay last night, who should've had Lugano and Pereira sent off for violent play.
Spain are the team to beat, as for Germany and Brazil, Argentina have beaten both of them recently, scoring 7 goals in the process. Brazil should only be considered favourites by virtue of being hosts, how many teams have beaten them recently? I've seen them lose to Denmark, Mexico (twice) and Argentina in the last 6 months. Germany, well I just don't see a European team winning on South American soil other than Spain.
Oh, and you're forgetting England.