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.