Summary:
I got pounded for gained another 13% as the market plummeted again. Still I was a little encouraged by a few of the swing trades I was able to pull off. I finally dumped a bunch of ALSWF, MEOAF, MDNNF, and all my MLKKF for tax reasons, as well as I don’t think they will recover soon. I sold some ANH and CNEH for tax reasons. I added NRF, NRF-B (some of which I swung traded), and a tad of SGTI. I covered my KBH and CRM shorts, but added to my HOG short.
Swing trading will remain key as I build my position in NRF, SNEN, etc.
Positions:
Long: AHR AHR-C ALSWF ANH CFC-B GREXF MDNNF MEAOF NRF-B SGTI SNEN WHX.
Short: GAP GCI HOG MEG MNI.
Calls Long: CMO Nov 12.5.
Calls Short: .
Puts Short: NRF Dec 7.5.
Cash: 8.8%
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: fairly productive.
Weekly sleep and exercise: soccer and abs. The abs are working wonders.
Mood: ok.
