From tasty trade this morning

Five stocks represent the market cap of 10% of the $28 trillion US equities market. AAPL, GOOGL, MSFT, AMZN, and FB have a total market cap of $2.8 trillion.  10% of the total.  Yikes.  Talk about technology taking over the market– and our lives.  Think about it:  we spend all day looking at FB on a product built by AAPL, bought on AMZN, searched for on GOOGL, and with MSFT … doing something in the background.   Four of them have been especially strong, but FB has been down on 5 of the last 6 trading days.  Not that that’s an omen or anything, but if you think that the market might head lower with any weakness in these five stocks, FB could lead the way down