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 its tankers locked in for this and next year. The dividend yield is over 100%, though I assume the probability it gets cut is high. I also shorted some FAF and sold NRF Jan 5 puts.
Positions:
Long: AHR-C ALSWF ANH CFC-B EPMWF GREXF MDNNF MEAOF MLKKF NRF-B QADMF SGTI SNEN WHX.
Short: FAF GAP GCI HOG MEG MNI.
Calls Long: .
Calls Short: .
Puts Short: NRF Dec 7.5, Jan 5.
Cash: 2.4%
Short Pct: 6.3%
Read:
Stocks Researched:
Positions most worried about: remains of AHR-C.
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.
Mood: a little discouraged.
