Reform Momentum and Global Index Implications

Published on November 14, 2025

Hints of reforms to ease foreign-ownership limits in Saudi Arabia set off the sharpest rally for its equity market in years this autumn, reigniting investor curiosity.

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Could the End of QT Lead to a New Round of QE?

November 14, 2025
The Fed can turn QE back on like they did in the latter part of 2019, most likely by buying T-bills. It is important to note that this would be purely a technical mechanism for the funding markets and not a dual mandate monetary policy consideration.

Healthy Bull or Bloated Bubble? A Stock Picker’s Take

November 14, 2025
Are U.S. stocks approaching bubble territory or is the bull run able to press on? Active investor Tony DeSpirito is optimistic but says pockets of bubble-like exuberance could create mispricings ― making it “an exciting time for stock selection.” He suggests three areas that may be ripe for the picking.