The Big Secret On Wall Street

October 2025 Best Buys
Our top three Best Buys this month include a new entry – a Japanese conglomerate whose secret sauce is getting access to super-low-cost capital that it then generates 15% returns on.
Sell Alert: Sable Offshore
We are recommending investors sell their position in offshore driller Sable Offshore (NYSE: SOC), which we recommended in December 2024 as part of the “Trump’s Secret Stocks” basket in The Big Secret On Wall Street portfolio.
Venture Global Shares Drop 20% On Legal Setback
Shares of liquefied natural gas (“LNG”) exporter Venture Global (NYSE: VG), which we recommended in The Big Secret On Wall Street, fell 20% today on an adverse ruling in its arbitration case against oil giant BP. The case deals with LNG supply contracts between the two companies during 2022, when LNG prices shot up following

Always In The Shadows, Always In Control
A global version of Berkshire Hathaway, this Japanese firm doesn’t merely own a collection of great businesses, it controls entire industries, but never directly.

A Surprise AI Winner
Despite years of steady growth, investors have abandoned the stock featured this month because they believe the business is fading – it is being viewed almost like an Old Economy company, even though it is actually a technological pioneer. This company is poised to flip the narrative, sending the stock higher as investors realize it is an AI winner.
Sell Alert: Saba Capital Income & Opportunities Fund (NYSE: BRW)
We recommend investors sell their position in the Saba Capital Income & Opportunities Fund (NYSE: BRW), to realize a gain of 29% since we first reported on it in 2023.

Introducing Porter’s (New And Improved) Permanent Portfolio
Last year, Ported unveiled an approach to investing where you don’t have to trade in and out of positions, where you don’t have to follow the news, and where you don’t even have to worry about the future. Now, he just made it even better.

What Lower Rates Really Mean
In this week’s issue of The Big Secret On Wall Street, we perform a brief market analysis following the Fed’s rate cuts and a comprehensive portfolio review on four of our holdings as well as offering actions to take.