I agree with lots of this, especially the easy money driven stock/asset bubble. But keep this in mind...
You said.."...Which leads me to be really nervous about 2015 (for the general market...)..."
You've been nervous for the general market for most of 2014! Many others have been as well, including me. Who knows when the willow breaks. Looks like 18,000 DjIA is nigh upon us. Might go to 20k before a major correction, or it might have mini corrections on the way.
Nobody knows precisely when it will end even if everyone knows it can't last forever.