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 SGTI SNEN WHX.
Short: CRM GAP GCI HOG MEG MNI.
Calls Long: .
Calls Short: .
Puts Short: NRF Dec 7.5, Jan 5.
Cash: 1.1%
Short Pct: 10.4%
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: productive. designing a new Facebook app
Weekly sleep and exercise: soccer and abs.
Mood: decent.
