Summary:
Did well Monday and Tuesday and then things started to slip. Seems I lost about 3.3%
For the week I added yet more CMO and SNEN and some NRF-B on the premise I would sell the NRF put to me last week. I have a sell order in for the NRF, but hasn’t been executed yet. I dumped my remaining RICK since, as mentioned last time, I think will recover later than other things. I sold some GREXF for tax reasons. I also shorted some PCLN and bought some ALSWF and closed my TOL short.
Positions:
Long: AHR AHR-C ALSWF ANH EPMWF GREXF MDNNF MEAOF MLKKF NRF-B QADMF SGTI SNEN XSI WHX.
Short: GAP GCI MEG MNI PCLN.
Calls Long: CMO Nov 12.5.
Calls Short: .
Puts Short: NRF Dec 7.5.
Cash: 4.7%
Short Pct: 7.0%
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: soccer and abs. The abs are working wonders.
Mood: decent.
