Summary:
Managed a 1.8% gain last week.  It would have been more but I have been raising cash and my short position in anticipation of another dip.  It didn’t come this week, and I don’t know if it will come this week, but I think it will come.  When it does, I will reload more NRF-B, [...]

Summary:
Gained 2.6% last week.  I spent most of the week selling, dumping OCNF, CNEH and the last of my AHR-C, trimming NRF, NRF-B, CMO, and RICK, and shorting more CRM, FAF, and TOL.  The only buy I made was covering the rest of my HOG short.
I guess you could say I think we’re heading down [...]

Summary:
The gains don’t last as I fell 3.4%.  Did a bunch of swing trading mainly of NRF and CMO and sold some OCNF.  I added to my FAF short and sold short some TOL.  Those blew up in my face on Friday.  I also sold some Jun 5 NRF puts.
The market seems to have a [...]

Summary:
Finally a little redemption after 2 hard weeks as I gained back 22.3%.
For the week I sold some ANH and SGTI as well as shorted IP and CRM.  I closed my FAF short and part of my HOG short.  I added a little CNEH.
Positions:
Long: AHR-C ALSWF ANH CNEH CFC-B GREXF MDNNF MEAOF MLKKF NRF-B [...]

Summary:
Lost another 13%.  Mayhem continues.  For the week I added to NRF, NRF-B and SNEN, funding some of that with sales of AHR and AHR-C.  AHR is not nearly as well capitalized as NRF and could go under.  I also bought some RICK and OCNF.  Despite a tanking Baltic Dry Index, OCNF has much of [...]