Well, the Starks are back, that's clear. The situation about WF is such a mess, but what keeps me guessing is Bran's involvement. It seems we are taking for granted that BR, Bran,... are behind the ravens quarking about. The question is, what do they want Theon for? I don't think Bran has any love for Theon, not I can imagine what use he might think for him... Maybe Winter is coming at last, and Starks' revenge with it. OTOH, Stannis has damaged the weirwoods. Stannis is meant to abide northern uses, taking Theon before a weirwood and beheading him. I'd expect Bran's side performing some show: the old gods punishing the worshipers of R'hlor or something of the sort. What else?