Only 1 of the 10 biggest US companies earns more than the 30-year Treasury pays

The 30-year touched 5.62% this week, the highest since 2002, and closed Tuesday at 5.59%.

Forward earnings yield (1 / forward P/E) for the 10 biggest US companies:

\- Micron 13.9%

\- Nvidia 5.3%

\- Broadcom 4.9%

\- Meta 4.4%

\- Berkshire 4.4%

\- Alphabet 3.9%

\- Microsoft 3.9%

\- Amazon 3.8%

\- Apple 2.8%

\- Tesla 0.5%

Only Micron clears the long bond, and it reports today. For the other nine, growth is the whole argument.

Is 5.6% risk-free finally enough to change what you hold?