Summary:
Well the good news is I finished positive for the week, but by only a paltry 1.4%. I suppose anything positive is good these days, but last Friday had me hoping for a bit more of a rebound.
For the week I added SNEN and CMO, while lightening on RICK since I think this will recover later than divy-rich government guaranteed things like CMO. I swung-traded some AHR-C and sold OSUWF, some warrant I have been holding but seem to have forgotten to mention. Lost almost everything on these but was a tiny position. Chalk this one up to excitement-seeking. I’ve been undisciplined on little issues like this though luckily keep the positions small. I was also assign NRF and NLY from the #@%@# puts I sold.
I’m not optimistic short term though don’t think we can go that much lower than this.
Positions:
Long: AHR AHR-C ALSWF ANH EPMWF GREXF MDNNF MEAOF MLKKF NRF-B QADMF RICK SGTI SNEN XSI WHX
Short: GAP GCI MEG MNI TOL.
Calls Long: CMO Nov 12.5.
Calls Short: .
Puts Short: NRF Dec 7.5.
Cash: 0.7%
Short Pct: 5.1%
Read:
Stocks Researched:
Positions most worried about: everything and nothing: what more can happen.
Positions most sanguine about:
Biggest market worries: the market 
.
Thinking about:
Outlook ( up-flat-down surety rating: 1-5 reasoning):
US: flat-up, 2.0; dead cat bounce at the least and lots of intervention.
Tech: ??
China: ??; softening economy priced in?
Silver: flat s/t, 2.0, price action; l/t up, 1.0, industrial demand, but price rises.
Gold: who knows?
Copper: flat-down, 2.0. US demand falling.
Real life: back from Hawaii. Fairly productive.
Weekly sleep and exercise: biking and abs. The abs are working wonders.
Mood: decent.
