My top 10 things to watch Monday, Oct. 30 We now care more about the Treasury’s funding cycle than about earnings because it is the most important determinant of the price-to-earnings multiple; When the 30-year Treasury yield was at 4%, we predicted 6%. We’re reiterating 6%, which puts stock investors like us in a box. In my Sunday column , I look at ways to break out of that box. The Dow , the S & P 500 and the Nasdaq are set for a higher open after a tough week. The Fed starts its two-day October/November meeting Tuesday. No…
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