Summary:
I gained another 8.5% as most things recovered. For the week I sold some NRF-B on its rise and some ANH and ALSWF for tax reasons. I dumped QADMF much too late. With metal prices in the dumper, I don’t think this will recover soon. I got rid of EDD to get some CFC-B, which is supposed to became a BAC preferred. If the terms remain the same, it sames to be at a big discount to BAC-X, which has the same yield. I also picked up some SNEN, and shorted KBH, CRM, and HOG. The latter has the same problems as the auto companies though maybe less severe. But even less severe is probably enough in this market.
So how far the bounce. I don’t know but will hold selectively a little longer.
Positions:
Long: AHR AHR-C ALSWF ANH EDD EPMWF GREXF MDNNF MEAOF MLKKF NRF-B QADMF SGTI SNEN XSI WHX.
Short: CRM GAP GCI HOG KBH MEG MNI.
Calls Long: CMO Nov 12.5.
Calls Short: .
Puts Short: NRF Dec 7.5.
Cash: 4.3%
Short Pct: 7.7%
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: good.
