January’s Centsible Investor is Available

January Issue Highlights

A quick status update on the Original Model Portfolio: Currently, the dividend-producing segment has a total return of 13.92% including dividends. This while the major indexes are off around 20% during the same time period.

Our speculative rare earth pick has netted a 57% gain in less than 8 weeks. We added another just a few days ago on what looks to be a nice pullback in the complex. Please take the time to read the analysis in this month’s issue; there are compelling reasons to look at this company.

Since our dispatch on November 2nd regarding Treasuries, the 10-year Note’s yield increased by nearly a full percentage point. Our model has gone sideways the past 2 weeks now, which makes sense given the back and forth in the bond markets. There is no doubt that the shortened weeks during the holidays have had something to do with this, so we’re expecting to see something break in terms of a trend.

This month’s energy report focuses on the structural imbalances in many of the key markets, particularly crude oil. The consumption-production gap here in the US baloonned out to almost 4 MPBD in the past four weeks and like many others, we are wondering where all the oil is coming from to fill the gaps.

In precious metals, we talk about China’s new Paper (gold) Tiger, and some of the constraints on the Silver markets. We made another addition to our Silver holdings last week and the volatility in the metals has been spectacular to say the least.

Since the rest of the letter went so long this month, we’re going to do the market report in two pieces. The first, abbreviated piece will be in the newsletter as always, but we’ll be producing a Camtasia multimedia presentation sometime next week for release to subscribers. We’ll dispatch when that is ready. Click Here for more information.

Read more at Andy Sutton’s Extemporania