Summary:
Gained 4.1% last week. I lightened SNEN, CMO, and NRF-B. I hope to swing trade the latter two. I was in and out of GKK-A, which hit my stink bid when announcing the dividend would no longer be paid. I sold as my purpose was the dividend. I started a position in ONAV, an (oil) products tanker company. The company has charters for most of this and next year, a 30% dividend yield and Jeffries came out with a bullish report expecting them to triple. That said, the products market is a mess right now. While the policy is to pay the current fixed dividend, things could change if charters come unstuck.
Positions:
Long: ALSWF AGNC CFC-B GREXF MDNNF MEAOF ONAV NRF NRF-B SGTI SNEN WHX.
Short: CRM GAP HOT GCI MEG TOL.
Calls Long: .
Calls Short: .
Puts Short: NRF Jan 5, Jun 5.
Cash: 27.0%
Short Pct: 19.9% (27.5% of margin acct)
Read:
Stocks Researched:
Positions most worried about: SNEN – how hard will China slowdown hit and no guidance.
Positions most sanguine about:
Biggest market worries: the market 
.
Thinking about:
Outlook ( up-flat-down surety rating: 1-5 reasoning):
US: flat, 1.0; .
Tech: ??
China: ??; economy softening more than expected
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. designing a new Facebook app
Weekly sleep and exercise: injured again; playing soccer but not much else.
Mood: decent.
