People are betting US companies will outperform rest of the world by a huge margin, over the years US companies rely on huge influx of cheap money to sustain th

People are betting US companies will outperform rest of the world by a huge margin, over the years US companies rely on huge influx of cheap money to sustain their growth. US stock market is propped up by a dozen of huge companies. About 75% of companies are valued below their 200 day average price, but you can’t see that looking at stock market. So what happens next is, growth of huge companies hits a wall. Take a look at Netflix price to get an idea how it looks like. And as most of stock market is kept up by few companies, what happens if they start failing? US stock market crash. Of course, that might happens soon, but it might be kept up for years. Bond yields are the key, they must not go down, not by a long shot.